A V-Shaped Boom May Be Very Bad News – Asia Times Hope Rises for Real Financial Reform – Washington Post IMF Urges Strong Yuan – Business Week The Government’s Losing War on Finance – MarketWatch Goldman’s Charges Will Have No Market Impact – Minyanville America’s Least Capitalized Big Bank: The Fed – Real Time Economics [...]

Housing Deal, Hope for Insurers Lift Stocks – Yahoo Finance Crude Oil Rises – Bloomberg Gold Rises on Investor Demand for Store of Value – Bloomberg There Are Still Plenty of Shadows Looming Over Stock Market – Economist Lesson #1: Trust Nothing, Question Everything – Bloomberg How to ‘Black Swan’ Proof the World – Nassim [...]

Dow Plunges 700 Points – AP London Suffers Sharpest Fall Since ’87 – Telegraph How Will We Know if the Bailout Succeeds – The Atlantic Fed Will Provide as Much as $900 Billion in Loans to Banks – RealClearMarkets Is This a Replay of 1929? – Washington Post The Next Crisis: The Economy – MSNMoney [...]

S&P Sinks Most Since 9/11 Terror Attacks – Bloomberg The Brave New World of U.S. Finance – Barron’s U.S. Firefight Switches to AIG – Financial Times Oil and Commodity Prices Plunge – Financial Times Fed Expands Lender of Last Resort Role as it Draws Bailout Line – Bloomberg Gold, Silver Gain as Investors Seek Safe [...]

What’s Next for Fannie & Freddie – Forbes Living in a World of Extreme Moral Hazard – Financial Times The Bailout’s Real Winner? People’s Bank of China – Slate OPEC to Keep Production Steady – RealClearMarkets Oil Drops to Near $100 – Bloomberg Is China Really an Economic Threat – RealClearMarkets Stunning Use of Federal [...]

U.S. Takes Control of Mortgage Giants Fannie & Freddie – Wall Street Journal LTCM Is a Short-Term Memory – New York Times A Delicate Balance in Fannie/Freddie Action – Financial Times The Economy’s Uncertain Outlook – Weekly Standard Welcome to the Mortgage Business – Ciovacco Capital Is the Dollar Really King? (PDF) – Brown Brothers [...]

Will U.S. Follow Up Japan into a Decade of Stagnation – The Economist Markets Stuck in a Vortex of Volatility – The New Yorker It’s Deflation, Stupid – RealClearMarkets Recessions are Good for the Economy – Telegraph U.S. Treasuries Climb on Concern Credit-Market Turmoil Widening – Bloomberg U.S. Economy: Home Resales Rose More than Forecast [...]

Blake Robben, Senior Market Strategist with Lind Plus, believes that price declines in several commodity markets have provided buying opportunities for those that have been waiting to go long. Blake recently presented a webinar analyzing the stock market and commodity markets. You can read his commentary here: Stocks Still Bearish; Commodities Bullish. Stay on top [...]

Crude Falls for 4th Day; Down 11% for the Week – MarketWatch Gold & Oil for Soros; Illiquidity at Merrill – Forbes Ben Bernanke Is Boxed In – The Economist Why Not to Panic on Inflation – New York Post Fannie & Freddie, Damned by Faustian Bargain – Financial Times

The U.S. dollar’s affect on commodity markets can’t be overlooked. It’s part of the reason (along with demand) that commodities have been in a bull market. Lind Plus Senior Market Strategist Matt Roma presented a webinar yesterday on how the dollar affects the energies, grains and softs. You can view the webinar below or read [...]