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A Stronger dollar hurting commodities. An historic November hurricane?
I will try to have a brief update later this week with a few Weather Spiders. Otherwise, next week I will have a report about teleconnections and South American weather for grains and preliminary studies for winter and the natural gas market. Here...
The difficulty trading soft commodities on just weather forecasts: What are Put Option Spreads to hedge risk?
5 pm EST Sunday, November 10 In this report: Weather Spider Summary Video: Everything You Need to Know About Using Put Option Spreads (but you were afraid to ask) The mixed confusing weather and crop signals for coffee WASDE/USDA corn and soybean...
Election results have markets reeling: Quick summary of commodity markets
Trump's victory has caused a spike in the U.S. dollar, jumping more than 1% higher, and markets such as gold, bitcoin and many other commodities moved lower on worries over a possible trade war with China and the possibility of tariffs. Here is a...
(Three videos): Impact of global weather on agricultural commodities & hurricane approaching Gulf causes short covering in natural gas
These videos were prepared between 4 am and 8 am Monday EST. My next report will be a very "brief" preview and summary, probably by Thursday morning. Video 1: Why La Niña has been slow to form and its impact on commodities (3 min: 06 seconds)...
Underwater volcanoes, the delay in La Niña, and implications for the natural gas market
Weekend Energy Report - November 1-3, 2024 https://www.youtube.com/watch?v=5SHWJGqet5M In this video, I talk about the following: 1) What is the Western Pacific Warm Pool and why it has delayed La Niña 2) How the 2022 Tonga volcanoes may...
Flash: Record warm fall creates spiral down in natural gas prices; drought to ease for Plains wheat
Coming up next week? Video sometime Monday evening EST about global coffee, cocoa, sugar, and grain weather. What is the Western Pacific Warm Pool? Also: a summary of trade ideas. Any chance for cold weather or a Gulf hurricane to support natural...
Can underwater volcanoes be warming our climate? Global commodity impacts of record warm oceans
In this report: Introduction: Why the oceans are warming so much Record warm global oceans: What have been the most recent impacts? Why has the cocoa market been so volatile and confusing to trade? First winter wheat crop rating comes out as a bit...
Brazil’s drought breaking for sugar, soybeans & coffee but new reports show irreversible coffee crop damage
4 am -EDT 10/28 4-6 weeks ago, my forecast for drought-easing rains in Brazil was quite early and ahead of the pack. While my Weather Spider has been mostly bearish coffee prices around the $2.60 area several weeks ago, some bullish weather aspects...
The pants fell off the wheat market, (are cocoa & coffee next?)
Sunday, October 27th (5 pm EDT) In this report: Introduction La Niña neutral and warm Tropical Atlantic could still result in longer-term bear markets for cocoa and coffee La Niña may not form or only be very weak this winter Calling the top of the...
Why natural gas prices soared following the recent price collapse on warm fall weather & future commodity topics
This potential hurricane by November 4-5th could possibly still head towards Florida and weaken demand for natural gas, unless it goes in the Gulf. Overall, my bias is using rallies into the late fall to be selling natural gas prices with puts,...
(VIDEO) Could sugar prices enter a longer-term bear market and why grains & natural gas prices are rallying again
https://youtu.be/4eR59mg2lUk This video discusses: (click above) Trade ideas Why gold prices should be going lower this time of the year and silver higher Summary of Weather Spider (Either short coffee and/or sugar and natural gas are my highest...
Calling the collapse in nat gas and soybean prices. Is coffee next?
In this report: Introduction Catching the collapse in these markets: Why wasn't I more aggressively short the coffee market? Natural gas prices fall 12% in two weeks. Will the bearish trend continue? Australia, Ukraine, and Plains rains pressure...
Topics I will discuss the next few months & which factors are affecting commodities
In this report: Why many commodities are in a bear market again What's coming up in the weeks and months ahead? WeatherWealth Trade Ideas: (Maintaining a bearish attitude in natural gas on rallies, have been bearish corn and soybeans but could be a...
The battle has begun: Bearish Brazil weather vs other fundamental factors for soft commodities
In this report: Introduction In the eye of Milton One hurricane stock I previously recommended The battle of mixed Brazil weather and crop fundamentals A look at seasonal October trades and how weather is a factor Why we recommended a buy in KC...
Riding out hurricane Milton here in Sarasota, Florida
click on video below of renowned meteorologist and commodity investing analyst Jim Roemer riding out the hurricane in Sarasota. Windows being blown out of building and trees down. However, the situation for this area could have been a lot worse if...
In the eye of the storm: Commodity trade idea review
This video highlights: Hurricane Milton Recent trade ideas The easing of Brazil's drought and effects on soybeans and coffee market Why I recommended, a week ago, buying July KC wheat and selling December corn A look at global wheat weather Quick...
Commodity Trading Implications: An easing of the Brazil drought, different flavors of La Niña & Russian Wheat drought
Friday Evening Report - October 4, 2024 The headlines of our WeatherWealth newsletter (earlier this week) show what was covered in a detailed article. It discusses weather forecasting techniques and trading ideas for many commodities affected by...
What will be Major Hurricane Milton & What is coming up on Tuesday
I am dealing with the second major hurricane here in Florida in 10 days, but this one will be nearly a direct hit, where I live on the Sarasota-St. Peterburg area and at least a CAT 3. (Like I am not F---Ing busy enough already). We have never had...


























