Portfolio Performance Update: Month 5

Net Asset Value Change December 2014 - May 2015

Month 5 was also a successful one, +23.38%. It’s also the month where I first broke the magic barrier of a 3 digit return. A 102.16% return in five months is more then I expected but that is no reason to relax or loosen one’s trading criteria.

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Buy Wheat!

Buy Wheat

Buy Wheat! You can hardly get a simpler and less ambiguous recommendation than that. After a 7 year bear market I think the time may have come for wheat to rise again. You can...

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Possible long/medium term top in Apple

Possible long term/medium term top in Apple

Possible long/medium term top in Apple Apple closed lower today on a positive earnings report and has made a bearish engulfing candlestick pattern in the process. There is an RSI divergence present and optimism...

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Possible long term bottom in natural gas

Natural gas possible long term bottom

Possible long term bottom in natural gas After a potential exhaustion gap yesterday, prices have recovered which increases the probability that yesterday was indeed an exhaustion gap. The price chart is forming a potential...

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Portfolio Performance Update: Month 4

Net Asset Value Change December 2014 - April 2015

Portfolio Performance: Month 4 For month 4 I was worried I wouldn’t have anything to talk about because nothing out of the ordinary happened. It was one of those another day at the office months....

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Molycorp zero or hero?

Molycorp zero or hero?

Molycorp zero or hero? Remember the rare earths? Praseodymium, Neodymium, Dysprosium and the like. Remember the story how China produces about 95% of all rare earth materials and these minerals are needed in a vast array of technologies...

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Short the deflation!

Google Trends Deflation

Short the deflation trade Lately I’ve been hearing the word deflation everywhere, on the financial media, mainstream media, local tv stations and newspapers. It seems that deflation has entered the mainstream and even the...

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Euro, GDX and Copper comparison

Euro GDX comparison

Is the Euro at the same point now gold miners were last November and Copper was in January? The Euro is following a remarkably similar pattern to the one the gold miners had from...

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