tag:blogger.com,1999:blog-34323687.post8006052518537745800..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: Its All Going Bunker HuntMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-34323687.post-75786257497555432042011-04-14T12:56:27.521+01:002011-04-14T12:56:27.521+01:00correct m e if I'm wrong but last summer all t...correct m e if I'm wrong but last summer all the talk in the agg world was of large stockpiles.. sugar had come off big time, wheat, soya and corn were all getting killed. <br /><br />Then we had some bad weather and QW2<br /><br />silver and agg too me are the same thing... Momentum... forget about fundamental/macro analysis.. if the trend is up you buy..and if the move is overextended, you buy more! (if only i could think like that!)abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-23569794700556388372011-04-14T11:53:03.546+01:002011-04-14T11:53:03.546+01:00Perhaps it has been unleashed sue to the investiga...Perhaps it has been unleashed sue to the investigation into silver price manipulation by JP Morgan (and HSBC) due to the aforementioned's huge short position it inherited from Bear Stearns. They have been told to pack it in. Silver catching up to where it should be perhaps with obvious excess of the momentum players.Duffernoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-73067556783952184242011-04-13T21:33:53.627+01:002011-04-13T21:33:53.627+01:00thanks anon 6.26.
Perhaps we should have read th...thanks anon 6.26. <br /><br />Perhaps we should have read that before. But seems the author of that ( you?) is a week ahead of us in head scratching, <br /><br />Bob, yes fully agree for the long term. Buy a farm in Northern Canada, but short term isn't the problem that names with 1 yr performance measures are trying to leverage a 10 year macro trade. All tend s to go tits up at least once in the interim. <br />( so yes sort of anon 8.22s point) <br /><br /><br /><br />LB - never bloody is, is it.Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-82478118514813393902011-04-13T20:22:13.637+01:002011-04-13T20:22:13.637+01:00The problem ,Bob, is all this stuff can actually k...The problem ,Bob, is all this stuff can actually keep going, but would you actually hold it though the kind of volatility it shows.Don't answer because the answer for virtually everybody is NO,it really was a rhetorical question.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-34733135228182164352011-04-13T18:37:28.194+01:002011-04-13T18:37:28.194+01:00It ain't over 'til it's over, TMM...It ain't over 'til it's over, TMM...Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-79551971398063500182011-04-13T18:26:16.016+01:002011-04-13T18:26:16.016+01:00Explanation for the Silver rally may be due to lim...Explanation for the Silver rally may be due to limited deliveries @ COMEX. <br />http://globalmacrotrading.wordpress.com/2011/04/06/g3-recap-4-06-11/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-28349704469184200362011-04-13T18:24:23.104+01:002011-04-13T18:24:23.104+01:00I think the one near certain bet for the next few ...I think the one near certain bet for the next few year is agriculture commodities. Stocks are very low, meat consumption in emerging markets is jumping and global warming seems to be real enough to give them a kick now and then. <br /><br />I realize your time frame is drastically different, but I would think twice about betting against ag even in the very short term. The most likely cause for an eventually change in the outlook will be a new green revolution based on genetic engineering, but that's not in the cards for the immediate future. But more tax-incentivized ethanol production is.<br /><br />More generally, about three quarters of the world economy has negative interest rates, that's a pretty big tailwind for commodities. I think it keeps going until the next global slowdown.Bob_in_MAnoreply@blogger.com