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August 7, 2008
Here are some charts of markets we are involved with. Give me a
call if you're interested in any of these ideas...or if you have
some of your own you'd like to look at.
Thanks,
Bill
866-578-1001
770-425-7241
Still
Short Soybean Complex
Still Short
Cattle Complex
Buy Treasury Bonds Now
(nobody else wants to)
And finally, here is the Bond market which seemingly no one has
any interest in owning. I have traded this market more than any
other since 1980 and I cannot begin to tell you how much it
currently reminds me of many other years...Just laying there,
everybody talking about "inflation" and "When's the Fed going to
start raising rates?", implying bonds must be the last thing
you'd want to be buying...Then they're "suddenly 10-15 points
higher and every analyst on the planet is telling you "Now's the
time to buy!"....I say, get on them NOW...As I've said for years
now, there are no natural sellers in Treasuries (probably the
safest long term instrument on the planet), and when you
consider the demographics of the baby boom in these times of
worldwide uncertainty, bonds have become even more attractive
and therefore likely have more willing buyers than ever before.
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