Aurora Borealis
Morning Summary: Last night, Tuesday, I saw something I’ve waited 60 years to see. No, it was not a government report that was actually useful, after all I wasn’t out [...]
Morning Summary: Last night, Tuesday, I saw something I’ve waited 60 years to see. No, it was not a government report that was actually useful, after all I wasn’t out [...]
Morning Summary: On the eleventh hour of the eleventh day of the eleventh month of 1918, the armistice ending the Great War, what would unfortunately come to be known as [...]
Morning Summary: We’ve made it to the second Monday morning of November, and frankly, this week began like so many others recently. The soybean market rallied initially, hinting at possible [...]
Morning Summary: After what has been a wild week, we’ve reached Friday morning. Maybe I’ve grown numb to increased volatility, but my initial run through the various market sectors didn’t [...]
Morning Summary: This week has seen markets do a lot of bouncing around, driven like a cattle truck down a washboard road by the latest social media posts from Washington, [...]
Morning Summary*: It only took one glance at the quote screen to see traders were buying again early Wednesday morning. The US dollar index traded both sides of unchanged overnight [...]
Morning Summary*: Following Monday’s big moves by a number of markets, it wasn’t overly surprising to see a few turnarounds early pre-dawn Tuesday. Though I haven’t run through the news [...]
Morning Summary*: The calendar page has turned from October to November, officially marking the beginning of the Holiday Season. (My apologies to my friends in Canada who celebrated Thanksgiving Day [...]
Morning Summary: Well, we’ve reached Friday morning, Halloween Day, so crank up the theme song to the 1993 movie The Nightmare Before Christmas (appropriately titled “This is Halloween”) and let’s [...]
Morning Summary: It’s roughly 3:00 (CT) as I sit down to write today’s Morning Commentary, making it roughly 16:00 Beijing time. I’m sure there are a number of US soybean [...]
Morning Summary: A look at the gold market early Wednesday morning raises a couple questions about how the day might play out. First and foremost is the Federal Open Market [...]
Morning Summary: Watson still seems to be under the spell of the US president. A number of markets tied to the US-China trade war, a spat that has been going [...]
Morning Summary: It’s Halloween Week, and what better way to get things started than with a familiar story rising from the dead once again. Like a zombie. As the clock [...]
Morning Summary: It’s pre-dawn Friday morning. A week that has been filled with social media posts from one individual, with the sole purpose of creating chaotic market movement. Why? I [...]
Morning Summary: As soon as Wednesday’s Afternoon Commentary had been posted, CNBC started running the story that the US president was spouting off about another meeting with China’s President Xi [...]
Morning Summary: I know it is early Wednesday morning, but did you see what King Gold did overnight? As of this writing the December contract is up $36 (0.9%), but [...]
Morning Summary: It seems the evolution of the commodity complex means at least one irrational market is created in each sector. In Grains, it’s obviously the Wheat sub-sector, where you [...]
Morning Summary: Even though a number of markets were active overnight, early Monday morning finds me having a tough time getting going. If you are like me, and that first [...]
Morning Summary: I don’t know about you, but to me this week has zipped by as if we were watching sprinters fly by in a race. All of a sudden [...]
Morning Summary: Silver is on the menu pre-dawn Thursday, and no, I don’t mean the Lone Ranger’s old horse. Unless you find yourself on the wrong side of the tracks [...]
Morning Summary: I was set to find something new to talk about early Wednesday morning, running the traps of the commodity complex a couple times before conceding the spotlight is [...]
Morning Summary: That streak you saw shooting across the sky last night was not a UFO, most likely, nor was it a balloon launched from a foreign land for nefarious [...]
Morning Summary: There seemed to be some Turnaround Activity pre-dawn Monday, at least in the Grains sector. Though I was out of the office last Friday, I was keeping an [...]
Morning Summary: There aren’t many upsides to the US government being shut down, most notably it’s the next big step forward to autocracy. But if looking for a golden needle [...]
Morning Summary: Though it’s still early in the season, if you listen closely you just might hear the honking of geese as they fly by, the early birds heading to [...]