I see the future...

[Cutten]

Some long-term picks I think could do well:

Sugar
Corn
Coffee
Cotton
Soybeans
Wheat

With wheat it's near a long-term resistance level so I am cautious for now on the grains, but think the long-term prospects are bullish.

I am also bullish on the Shanghai Composite, but that's more of a trade as eventually I think the bubble will burst.

I don't have that many short side picks for the long-term:

JGBs

Assets which I think have good medium-term short side potential are:

XHB (still - but rebound likely in the near-term, I would sell on rallies)
Emerging markets (again, sell after a rally, not right now)

 

[stock_trad3r]

wrong place. This thread should go in the futures section of the forum

 

[dinoman]

I see dead people one being Stock_turder. That is in reference to account wise only.

 

[PohPoh]

Quote from Cutten:

Some long-term picks I think could do well:

Sugar
Corn
Coffee
Cotton
Soybeans
Wheat

With wheat it's near a long-term resistance level so I am cautious for now on the grains, but think the long-term prospects are bullish.

I am also bullish on the Shanghai Composite, but that's more of a trade as eventually I think the bubble will burst.

I don't have that many short side picks for the long-term:

JGBs

Assets which I think have good medium-term short side potential are:

XHB (still - but rebound likely in the near-term, I would sell on rallies)
Emerging markets (again, sell after a rally, not right now)

Cut..
I like them too...just not now...wait for a washout in the entire CRB and GSCI come early September, then load the boat at the end of the month...
Think we'll see grains move higher next week, and maybe early in Sep, but then you should prolly sell the shit out of them...We did plant the biggest corn crop in history this year...
Demand ain't that big...