Monthly Archives: March 2013

Buy the Rumor. Sell the News

Soybean Stocks Down 27% Soybean Acreage Seen Lower; Corn Plantings Most Since 1936 Headlines from www.agweb.com. Today, the US government’s Prospective Planting Report showed that there is good reason to expect soybean prices to rise, but they didn’t. Soybean prices rose … Continue reading

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Future Perfect

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Another Day on the Cotton Exchange

My hunch: today was a good day to secure some long positions. Pascal Willain convinced me of the dollar’s move up.  Governments want to pressure corporations to pony up. My conjecture: corporations and the uber-wealthy counter this through conspiracy-theory outlets, … Continue reading

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Big! Thoughts on the Market

Does anyone seriously think that 4+ years of competent leadership should portend market doom? Why do those who profit the most complain the most? How much agitation from the business class is simple stupid theater– made in the attempt to buy time, … Continue reading

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Song of the Week

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Brownian Motion

Buying time. Hedging Space.   The square root of time. & A

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The Future: Two Thinks (towards)

Playing with my so-called smart phone in the midst of a group of family and friends, I would speak to my phone and call up their home towns: Weather Glascow, Montana… Weather Kiev, Ukraine… Weather Taipei, Taiwan… Weather Weed, California … Continue reading

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