Author Archive

  • Cotton Spread — Volatility Porn
    Posted by on November 23rd, 2010 at 1:29 pm, Comments: 0

    A commodity trading friend of mine sent me a couple screen grabs of a cotton calendar spread he’s been trading.  Pretty good volatility porn (if [...]

  • An Update
    Posted by on November 22nd, 2010 at 8:14 pm, Comments: 0

    The Dynamic Hedge blog just passed one hundred posts.  I know that other bloggers can sneeze a hundred posts, but this is a milestone for [...]

  • Cisco Matters
    Posted by on November 22nd, 2010 at 7:43 pm, Comments: 0

    Here is a chart of some of the hot technology stocks vs the old standard, Cisco.  How much longer can these new stocks beat old [...]

  • Value vs Growth Early Warning System
    Posted by on November 15th, 2010 at 6:55 pm, Comments: 0

    This is a reminder that growth stocks have been pounding the hell out of value stocks all year, but the tide may be turning.  My [...]

  • When Mergers Attack — BUCY Edition
    Posted by on November 15th, 2010 at 6:27 pm, Comments: 0

    Happy Merger Monday! Back when POT received a hostile bid from BHP I posted this: Long/Short strategies always run the risk of unanticipated events wreaking [...]

  • ICE Reigns In Risk On Sugar
    Posted by on November 12th, 2010 at 12:25 am, Comments: 0

    The ICE exchange raised its margin requirements on sugar futures by 65%, this following the CME raising the margin on silver.  Exchanges are managing their [...]

  • The Evolution of Natural Gas, Part 2
    Posted by on November 11th, 2010 at 11:24 pm, Comments: 0

    Back in June I wrote about the gulf oil spill being a potential catalyst for natural gas to move higher. Well, it wasn’t. Six months [...]

  • Foreclosure Debate
    Posted by on November 10th, 2010 at 9:53 pm, Comments: 0

    Interesting debate from Andrew Ross Sorkin and Joe Nocera.  Contrast this discussion with what typically passes for debate on TeeVee.  Pretty refreshing. Via: The Big [...]

  • Life On Earth Is Not “Sustainable”
    Posted by on November 8th, 2010 at 8:01 pm, Comments: 0

    Yet every morning I get up, put one foot in front of the other, and get on with work and life.  I don’t really care [...]

  • Chasing Volatility
    Posted by on November 4th, 2010 at 6:50 am, Comments: 0

    QE2 and a republican takeover of the house have now come and gone.  The equities markets have yawned at both.  With the mantra “don’t fight [...]