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Implications of a weak La Niña & strong negative NAO for global commodities
5 a.m. EST, Friday This is another very quick update. I will have a summary of trading ideas sometime on Monday. My wheat study will come within the next week or two. Some of you emailed me about orange juice. While my frost forecast for Florida...
What is a strangle option position for natural gas, the rally in soybeans & bearish global coffee weather and production
3 a.m. EST Thursday, February 5th I will be on Bloomberg TV today at 12:40 EST talking about commodities and weather In this report I discuss the natural gas market, uncertainty over the wheat market for now, the rally on Wednesday in soybeans, and...
Natural Gas Volatility, Why OJ Prices Did Not React to the Worst Freeze Since 1989 & Highest Confidence Trades
5 A.M EST, TUESDAY , FEB 3 My apologies with respect to the natural gas market. After predicting at least two major moves in prices (up and down) in this wild ride since December ended, those of you who bought the ETF (BOIL) on my advice 1-2 weeks...
The Mid-January Retreat of the Arctic Oscillation Index (Polar Vortex), Devastating Florida Citrus Freeze and More
3 a.m. EST, Monday Coming up soon Off and on, I have been working on a wheat study for the last two weeks. However, there will not be another report published here until next week. This is due to the fact that there have been incredible moves in...
More big time cold weather in February and how weather is affecting global commodities
See this video by Jim Roemer. He discusses: The squeeze in natural gas prices and more big-time cold and snowstorms coming in February Why we were bearish on coffee futures since $4 We got clients out of long silver around $100 an ounce a few weeks...
Weather Spider Summary, Review of Global Weather and Recent Trade Ideas
6 am, Friday, EST My next report will be Monday evening EST on the wheat market. Coldest Florida weather since 1989 & 2010 There is going to be a modest freeze to Florida citrus this weekend. Very similar to the great 1989 Christmas freeze,...
Orange Juice, Florida Freeze, Nat Gas Weather & Coffee Volatility
7 am EST Wednesday In this report: Video: About the present coldest weather in 10-20 years in the Midwest/Eastern U.S. Why did OJ prices crash 75% in 2025 only to rally back? "Citrus Greening" has spread to Brazil The last great Florida Citrus...
Grain and Coffee Weather Update & Summary of Questions from Clients
Review of key points from recent client questions (See detailed report from Sunday) 1) Australian crop lands have been dry during this summer (our winter). A negative AAO and weak La Niña should portend some improvement before planting in March....
Answering Client Questions: Aussie weather, how to play this big U.S. storm and cold, plus coffee, OJ, grains, silver and more
Due to more shut-downs of natural as wells in the Gulf, the natural gas spider is probably more bullish than this. Come Brazil coffee harvest time, unless I see a frost scare of wet weather, the coffee spider will become more bearish than this. The...
Possible freezes for wheat in both Kansas and Russia & A word about Florida’s orange crop
On Monday, I will update everything mentioned here, and also answer queries from subscribers. The major Polar Vortex I talked about weeks ago could bring, on February 1st, the coldest weather to Florida in several decades. It may be a bit risky...
The major short squeeze in natural gas & quick grain comments
I am sending yet another email because readers have sent in a ton of emails regarding the natural gas market. Next week, I will have a report about "Client questions" ... along with my answers. During the winter, I cannot answer client questions by...
Last bullish man standing: The collapse in cocoa & quick comments about nat gas, silver and more
7 pm Tuesday night, EST As usual, I am trying to help clients around the world in no fewer than seven markets. I have posted so many more reports than usual. My next report will come Sunday night or Monday morning to answer questions from clients....
Sticking to my guns: My bullish outlook for natural gas two weeks ago and bearish coffee outlook four months ago
5 a.m.--Tuesday Next update may not be until Sunday evening. I have already given you huge profitable trades in silver, natural gas if you took it and short coffee longer term (mainly call options). I will discuss client questions next and then in...
Natural Gas Prices Should Gap Higher : Polar Vortex to Bring Coldest Mid-Late January Weather in a Decade
8 AM, EST, Sunday morning Once again another update due to client questions from around the world. My next update should be on Wednesday sometime. Quick weather and market notes A gap higher in natural gas is likely this week (note the gap...just...
Bitter cold for Europe and US energy areas, freeze scares for wheat & What is coming up Monday night EST
Coming up next Monday evening Right now, I cannot answer any questions by email. Every once in a while, I will present some client questions and discuss them in my newsletter. Next Monday, for example, questions regarding the following will be...
What have been my highest confidence commodity trades?
Update at noon EST The EIA was bearish just like I expected for natural gas. While risky, a trader can buy the ETF BOIL, if you are not already long and possibly losing 15%, or sell January put options advised a week or two ago. This is due to...
Special Update: Time to take huge profits long silver & why are nat gas prices collapsing
I just have to find the time to focus on a longer-range weather and wheat study. I will try to have a report by Monday evening EST. I'm getting a little concerned about dry weather for Argentina corn, the S. Plains wheat, and a freeze for Russian...
Another Bearish USDA Grain Market Shocker: Do Grain Prices Have Any Upside Potential?
January 13th, 9 am EST In this report: USDA grain market shocker Ideal South American crop weather: Why then, did I not recommend selling corn and soybeans? What will get grain prices out of the doldrums? Why was the BestWeather Spider potentially...


























