infrastructure (3)

Admin

Big Commodity Moves Ahead?

"A couple of weeks ago, we recommended to clients to buy the September Natural gas $3.50-$3.60 put forabout $500-$900/contract for a potentialprofit of $1200-$2,000 (3x to 5x) return over the next month." From Cumberland Advisors hat tip @Ritholtz

However GannGlobal is proposing a runaway move in commodities is fast approaching.  If you're a believer in "herd" mentality (that big investors move together as a herd and the herd moves the market), you may wish to checkout their video and register for their free webinar

This would make sense with the breakout in BDI in late June  (see my prior blog posts in February and March) as well as the theory that the next step for China is to build out their rail system to connect their (ghost) cities and dramatically improve their distribution channel, connect people to jobs and lower costs.

If this move in commodities were to take place, we as investors, would want to establish positions in commodity futures and/or equity/producer names (or co

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Admin

China Next Step; Infrastructure

We've already seen China build subdivisions, a mall, amusement park, a university and more, all sitting (essentially) empty so what is next?   For your consideration, this McKinsey video where their research shows that over the next 10 years, China plans to spend tens of billions of dollars building thousands of kilometers of metro lines to connect 35 cities (I wonder how many of those are currently ghost cities) which will not only transport people, but enormously improve efficiencies on shipment of goods.

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