Unfortunately, I locked most of my fuel needs in a couple of weeks before prices really tumbled back in late-Feb. I thought I was really doing something when I made the move but little did I know the world was about to be turned upside down. Prices for gasoline in the wholesale and futures markets dropped …
Falling into the I thought I would never hear or see category, there’s more talk and reports of crude oil perhaps falling to $0 or even lower. I know this sounds nuts, but there are trader and analyst now out there debating if crude oil prices could actually go negative as demand plummets and oil …
Most of us are currently under enormous pressure with stress hitting particularly hard on two fronts – the health of ourselves and loved ones, and our financial situations. Stress and anxiety are understandably off the charts but it’s more important now than ever that we manage them in order to avoid making BIG mistakes we’ll …
Managing Stress is Critical for Making Good Decisions Read More »
Kevin Van Trump and Andy Daniels have legendary grain trader, Tommy “Carp” Rinaudo, as a guest on the show to talk about worries about the economy, a few bright spots of opportunity, COVID-19 updates, and commodity strategies as we move forward. https://www.farmtank.com/wp-content/uploads/2019/11/Tommy-_Carp_-Rinaudo.mp3Podcast: Play in new window | DownloadSubscribe: RSS
As I mentioned earlier this week, I was keeping a close eye on the virus and its spread. I was involved in a few conversations last week with large equity fund managers that were really focused on Argentina and Brazil and maneuvering positions. There was worry that as South American weather shifts towards cooler conditions …
KVT’s Rant… I understand there are a ton of complicated moving parts and pieces that most inside the trade want to argue about. I’ve been told one of my main strengths as a thinker and an investor is taking the complicated, dumbing it down and making it simple. Bottom-line, I’m starting to think coronavirus could …
This is Where We Show the World the Importance of U.S. Agriculture! Read More »
Corn bulls are really feeling the pressure from the fallout in the outside macro space particularly the negative headlines associated with crude oil and now massive demand uncertainties. I continue to hear talk that there will be serious bloodshed and carnage in the ethanol sector. I suspect several plants simply don’t make it out of …
Coronavirus Fallout is a Heavy Burden for Commodity Bulls Read More »
We’ve been sitting with about 30% invested for the past several weeks and had a short-hedge working in the S&P 500 futures market, so despite the losses I feel somewhat like a huge winner. There is massive carnage in the market as ALL asset classes have melted down. I tried to take a small position in silver on …
Kevin Van Trump, Andy Daniels, and Carter Williams discuss COVID-19, Crude Oil, and Contagion concerns during this economic fallout as well as where we can find opportunities in this volatile time. https://www.farmtank.com/wp-content/uploads/2019/11/COVID-19-Crude-Oill-and-Contagion.mp3Podcast: Play in new window | DownloadSubscribe: RSS
Below are few of Andy’s latest thoughts regarding the rice market. Please remember, this is NOT a recommendation to buy or sell but rather Andy’s personal opinion and thoughts. For full disclosure Andy is currently long the rice market and looking for higher prices. The usage this year from Dec 1st to March 1st was larger …
