Greater Commodity Cycles

mexican peso

<a href="http://content.screencast.com/media/e2dd74fa-8e69-4b1f-90f5-81171b4dabdf_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-124648.jpg"><img src="http://content.screencast.com/media/e2dd74fa-8e69-4b1f-90f5-81171b4dabdf_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-124648.jpg" width="1542" height="750" border="0" /></a>

 

10 year notes

<a href="http://content.screencast.com/media/bd44ced7-31fb-4f31-855f-7667452d9f2c_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-124908.jpg"><img src="http://content.screencast.com/media/bd44ced7-31fb-4f31-855f-7667452d9f2c_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-124908.jpg" width="1548" height="747" border="0" /></a>

 

take a look at the soybean fractal.. last few days of data, and the current 10 year notes fractal...

the 10 year notes will have a sharp rally with equity futures getting creamed.

 

yen

<a href="http://content.screencast.com/media/20e814bb-70ec-40bf-952a-7a91b173a5a5_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-125944.jpg"><img src="http://content.screencast.com/media/20e814bb-70ec-40bf-952a-7a91b173a5a5_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-125944.jpg" width="1547" height="746" border="0" /></a>

I will be buying yen... with the start of trading..this evening.. and will hold it till expiry.

 

aussie dollar...energizer bunny

<a href="http://content.screencast.com/media/8f9cbf13-364b-464b-8c1f-c1e35c3d5108_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-130314.jpg"><img src="http://content.screencast.com/media/8f9cbf13-364b-464b-8c1f-c1e35c3d5108_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-130314.jpg" width="1548" height="748" border="0" /></a>

 

natural gas building up similar pattern to aussie dollar.

 

gold

<a href="http://content.screencast.com/media/624baed1-b27a-49fa-8ae8-de5352b15ddd_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-130752.jpg"><img src="http://content.screencast.com/media/624baed1-b27a-49fa-8ae8-de5352b15ddd_e4e7210a-d70e-4e9a-b1ea-ac06782ba068_static_0_0_06082008-130752.jpg" width="1551" height="750" border="0" /></a>

building similar pattern as soybeans, 10 year notes.

 

Did you say you were a long term short equities? I think I remember you believed a sell off wouldn't happen until after Obama wins in November. If so what changed that belief? Thanks.

JIM

 

do you trade ALL these vehicles?

 

spec.i noticed from your posts in es journal from about a week back that you went from if this then this, to damn sure about everthing, what changed?