Jim Rogers discusses China, stimulus, technology and commodities.

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General Comments The commodity correction appears to have begun, a little later than anticipated, but with enough volatility to indicate the move is underway.  The vertical momentum (or velocity of decline) is just beginning to expand, setting up further declines in potentially shocking intraday p

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General Comments The dollar’s choppiness has created a bit of a seesaw rally in a few commodity sectors.  This congestive price action is not altogether uncommon amongst markets in an intermediate trend change.  The dollar is unlikely to consolidate for much longer and I continue to expect

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General Comments Last week did not offer the timing I anticipated for an industry wide commodity and stock selloff as economic and energy inventory data helped to spike the stock and energy markets. The dynamic that I see, however, has not changed and therefore I continue to anticipate a massive pr

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Energies A significant decline in oil prices is anticipated over the next 5 days, sparked by a selloff in the euro. Look to capitalize on this with a short term put play. Natural gas must break above the highs from September 16th in order to establish a bull trend. Financials The stock market has

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Energies Crude oil’s end of the week rebound should be short lived and ultimately seen as a mild bump on the road to fresh near term lows. Target $64.50 in the near term, confirmed by a break below 71.24 on the Oct. contract this week. Heating oil and rbob both appear ready to collapse a sol

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Energies Crude oil prices slid last week, as anticipated, with more downside ahead as long as hurricanes continue to be a non-issue. There is still an opportunity to play a bear move in oil and I recommend bear put spreads or ratio put front spreads to capture the downtrend. Natural gas is a long

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It sounds like an investors bad dream:  Hope for an improving economy continually stymied by negative economic reports and sovereign debt fears; A seemingly optimistic stock market giving way to reality;  Commodities prices that seem to be stuck in limbo; Everyone waiting for fall elections, eyein

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Energies Crude oil offered a strong price correction last week as a rising U.S. dollar combined with concerns over China growth/demand to create a bearish market sentiment. The market is still stuck in a wide range with the top likely in place. I anticipate continued downside in coming weeks and r

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Energies Crude oil is showing signs of topping below 83.80 resistance. I believe this market is setting up an ultimate price failure to below $50 before year’s end, but the next week may provide the ultimate indicator. Anticipate a dollar rally pressuring oil prices at these levels, as the d

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