Recently Closed Positions:
DBA +1.5% 07/21-8/21
CROX +1.1% 07/29-30
SIRI +5.2% 07/29-30
SIRI +9.6% 07/29-29
BAC +1.6% 07/21-21
QQQQ +1.2% 07/15-15
ROH +0.13% 07/10-11
DBC +2.5 07/09-11
NBG +5.7% 07/02-03
DBC +7.6% 05/30-25
Current MPY: +6.6%
Issue: 26, August 2008
(Today: SLV, DBA, XTO, AUY)
Day Play:
SLV $12.50-13   
3-Day Play:
DBA $37+   
Longer:
XTO $48.50-49.50   

Commentary:
If you are looking for the plays for 8/27 they are here: Russia and hurricanes.

Interest Rate News from the Fed - So about a week ago we mentioned that interest rates have to go up and soon. We roasted Bernanke for his ridiculous claims of coming stability and suggested that a 2009 increase will not be soon enough.

There is some sanity in the financial circles after all. The market should begin to brace itself now for an increase as soon as next month. We hope it will be small and graduated but waiting until 2009 will force us into a more drastic climb that will not be healthy. Our current prediction is within 3 months. We'd prefer sooner rather than later.

Look for higher rates by Thanksgiving, and then give thanks that someone is looking out for your dollars.
Daily or Weekly BS!
Not BS, seriously, Bernanke vs. Plosser, celebrity death match. I think Plosser can take him, so winner makes call? HA!
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A few minor observations.
DBA, MSFT, AAPL, NBG, RJA
30/12/2008 22:35:48
Have we seen the worst?
DBA, MSFT, AAPL, NBG
23/12/2008 03:11:25
Concern.
DBA, MSFT, AAPL, NBG
17/12/2008 10:08:30
Slow coming.
DBA, MSFT, AAPL, NBG
09/12/2008 08:56:29
Staying the course.
DBA, MSFT, AAPL, NBG
21/11/2008 23:15:12
Automakers? They cannot be serious.
NBG, PEIX, DBA, MSFT, AAPL
15/11/2008 10:47:43
Rodeo market.
NBG, PEIX, DBA, MSFT, AAPL
13/11/2008 19:52:48
It is nice being right.
NBG, PEIX, DBA
04/11/2008 09:55:01
Tide change.
NBG, AUY, DBA
31/10/2008 21:52:34
Done keeping the powder dry.
NBG
24/10/2008 10:33:53
Who is to blame?
NBG
19/10/2008 22:59:09
We love this bank!
NBG, PEIX, DBA, QQQQ
15/10/2008 20:54:25
Not losing, but could have made more.
QQQQ, PEIX, DBA
12/10/2008 11:09:31
Do not panic!
QQQQ, PEIX, DBA
08/10/2008 09:06:33
Show us the money.
QQQQ, PEIX, DBA, MSFT, NBG
07/10/2008 20:37:11
None? Not so fast...
QQQQ, PEIX, DBA
06/10/2008 07:33:42
How many days does $700 billion buy?
QQQQ, PEIX, DBA
04/10/2008 12:44:37
Thinking on our feet.
QQQQ, PEIX, DBA
02/10/2008 20:56:23
Bailout still coming.
WFC, DBA, SIL
01/10/2008 20:29:05
STOP THE MADNESS!
XTO, DBA, SIL
29/09/2008 11:20:59
Nobody buys it!
XTO, DBA, SLV
22/09/2008 09:36:25
Utterly absurd!
WFC, NBG, SLV, DBA
20/09/2008 11:33:42
Now you see it, now you dont.
WFC, NBG, SLV, DBA
19/09/2008 09:22:33
Today is about diversifying.
KFT, NBG, SLV, DBA
18/09/2008 11:41:51
More DOW true colors - red.
RBY, DBA, XTO, AUY, SLV
15/09/2008 08:38:15
Going long out the wazoo.
RBY, DBA, XTO, AUY, SLV
10/09/2008 09:17:30
Steal from the wise to give to the fools.
SLV, DBA, XTO, AUY, UAUA
09/09/2008 20:01:54
Hold on to your seats!
SLV, DBA, XTO, AUY
08/09/2008 07:51:39
Hurricane Gustav!
SLV, DBA, XTO, AUY
29/08/2008 08:23:27
Russian imports.
SLV, DBA, XTO, AUY
28/08/2008 19:35:42
Interest rate commentary
SLV, DBA, XTO, AUY
26/08/2008 19:59:34
Russia and hurricanes in the news.
SLV, DBA, XTO, AUY
26/08/2008 10:58:16
Charles Plosser does not.
SLV, DBA, XTO, AUY
25/08/2008 08:56:51
Bernanke has his head in a hole.
SLV, DBA, XTO
22/08/2008 20:58:59
Mistrust in the market.
SLV, DBA, XTO
22/08/2008 08:52:51
Feels like home today. Agriculture is back in.
NBG, QQQQ, UAUA, DBA, XTO
21/08/2008 09:48:02
Hump day brings sense to the market.
NBG, QQQQ, UAUA, DBA, XTO
20/08/2008 09:22:04
Told ya CROX was weak.
NBG, QQQ, CROX, DBA
20/08/2008 00:26:18
Stocks to open higher on lower oil NOT!
NBG, SLV, CROX
18/08/2008 09:43:11
The weather will soon take charge.
DAG, SLV, IPI, DBA, DBC, GLD
16/08/2008 23:12:52
Silver, silver, silver.
DAG, SLV, IPI
15/08/2008 10:44:00
Geographically ignorant Americans.
DAG, SLV, DBA, IPI, NBG
14/08/2008 10:20:04
silver the other white gold that does not turn green.
NBG, DE, SLV, DBA, DBC
13/08/2008 09:08:58
Hope you won.
IPI, DBA, SLV
12/08/2008 10:49:42
Time to move on grains.
IPI, DBA, XTO
11/08/2008 09:29:16
what other people are saying.
DBA, XTO
10/08/2008 06:26:57
Spinning the wheel again.
DBA, XTO, FNM, FRE
08/08/2008 08:53:56
Expect grains to be in again.
DBA, XTO
07/08/2008 06:24:55
Still bearish on the DOW overall.
DBA, NBG, XTO, TWC
06/08/2008 09:09:04
Commodities are worth more.
DBA, NBG, XTO, QQQQ
05/08/2008 09:50:30
Tread lightly.
DBA, NBG, XTO, QQQQ
04/08/2008 08:56:00
Weather reports and indicator funds
DBA, NBG, XTO, QQQQ
01/08/2008 21:22:43
Commodities grain attracts bulls not bears.
DBA, NBG, XTO
01/08/2008 09:02:15
Optimism plain and simple.
DBA, NBG, SIRI
31/07/2008 08:54:07
DOW up 1.63% bull-scat.
XTO, DBA, NBG, SIRI, CROX
31/07/2008 00:34:31
Much grain news coming.
CROX, DBA, NBG, SIRI
30/07/2008 09:19:22
Oil will only drop so far.
CROX, DBA, DBC, NBG, SIRI
29/07/2008 20:36:04
Expect DOW red by close.
CROX, DBA, DBC, NBG, SIRI
29/07/2008 09:35:51
The DOWs true colors. RED!
CROX, DBA, DBC, NBG
28/07/2008 20:16:08
Grain or oil, but you cant eat oil.
CROX, DBA, DBC, NBG
28/07/2008 09:24:58
The DOW is too green.
BAC, DBA, DBC, UAUA, NBG, XTO
26/07/2008 06:57:34