Commentary

Dec 01, 2020

Free Commentary

The community of large traders has become a bit less enamored with the bean market as of late. According to the CFTC, during the week ending November 24th, large specs sold 3,174 contracts of beans, and those classified as Managed Money dropped nearly 5,000 contracts. Does this mean the love…

Dec 01, 2020 | For Members

Daily Comments

Nov 30, 2020

Free Commentary

Seeing that today is the birthday of one of my favorite American authors, Samuel Langhorne Clemens, aka Mark Twain, it seemed only fitting to kick off this letter with a few quotes from the man. There are so many worth repeating that it is difficult to narrow down the choices,…

Nov 30, 2020 | For Members

Daily Comments

Nov 29, 2020 | For Members

Weekly Commentary

NOVEMBER 29, 2020 Leading up to the election, there was considerable concern in some circles that a Biden victory would turn out to be the death knell for this more than two-decade-long advance in the equity markets. While I am not one to name names, my old friend Jerimiah, the…