Commodities Essential - June 1, 2011

Market Reality: Rationalizing the Irrational  

Getting a little philosophical this week, I hash out why I think it makes sense to build a rational reality of the global economy but operate within an irrational reality of the markets. In other words, there are risks building that could easily wash away the eternal commodity bull market story, but we need to keeping trading with the story for now no matter how irrational it may seem. 

Commodities Essential. 1 June 2011

Trade Essentials.

 No new recommendations or adjustments today.