Month: May 2009

TDI Podcast 108: Commodities and Contrarians

Guests: Michael Essany and Bill Fleckenstein discuss commodities, corn and the contrarian take. What will the corn crop do this summer as we may see a terrible planting season and a massive drawn down of the crop from massive ethanol production? We then move to a discussion with...

Read More

Sunday Fun:Chart.ly and Sentiment

I thought that it would be interesting for all of you Twitter lovers to see the latest incarnation of stock trading/information available through the gang that created StockTwits.

As there was a need for visualizations for the 140 character Stocktweets, they created Chart.LY. The site is designed to allow for chart...

Read More

Spread Arbitrage: Chipotle Mexican Grill

On the heels of a few trading publications we saw the opportunity to take advantage of the spread differential between the Chipotle Mexican Grill (CMG) B Shares and the Chipotle Mexican Grill A shares. The A & B shares are fairly identical with the B shares carrying more voting...

Read More

Euro – About to Fly?

I drafted this post yesterday and now it looks like it is going to become a reality sooner than later. Now the U.S. dollar is approaching a monthly low point versus the dollar as the ECB now is hinting that there will be no furhter rate cuts as they see...

Read More

Financials & Energy are Only Participants in Today’s Rally

The S&P 500 surged 1.74% today as stress test results were released throughout the day (Click Here for Specific Leaks). Fears subsided as Bloomberg, Reuters and various other news wires showed that most banks would not need additional capital.

Even though markets moved much higher on this news, the breakdown...

Read More