Energy Futures
A bit of a bounce but why am I reminded of the old adage never try to catch a falling knife…..
Oil Versus Shale
With current pissing contest that is the US versus OPEC I thought it would be interesting to see at what point everyone begins to feel pain. Knowing everyones pain point is always an interesting thing. Intriguingly finding this data took a little bit of digging through various sources, there is also a little bit of…
Details
Gold Reserves
I know nothing about gold fundamentals – nor do I want to. However, I had excel open and thought it might be interesting to look at the pattern of gold reserves. And a chart always makes things more interesting….. A few things about this interest me. 1. Australia despite being the second largest gold producer…
Details
Oil
I have in the recent past been tempted to write something about the fall in the price of crude oil. In part I have hesitated because to me the fall is merely a movement in price as evidenced by the chart below which I referenced in Charts of Interest. However, some of the recent commentary…
Details
Gold….Maybe Not The End Of The World
First a personal disclaimer – I am short gold and have been for sometime. However, something about the current market action intrigues me and my interest is catalysed by the comments that surround gold from both bulls and bears. Of late bearish articles regarding gold have been in the ascendency with predictions that gold might…
Details
One Night Stand Or Long Term Relationship
I get emailed any number of things on a daily basis – in between brokers begging for business and land rats who do not understand that four bedrooms and a pool does not mean a one bedroom bedsit I get some weird shit relating to trading. The latest piece of oddness to hit my inbox…
Details
Quick Look
Before I do a formal data run in an hour or so I thought it might be interesting to look at some interim charts. At our last Mentor Program get together I tried to instil that trading is a profession of listening and waiting. In my opinion it is not a profession of doing really…
Details
Gold Versus Shares…..Who Cares?
Recently on the Google box there has been a debate as to whether gold is either a better investment than equities or is in fact actually a hedge against inflation. This debate is interesting because of some of the logical fallacies both sides make in trying to justify their arguments. If you ask the simple…
Details
