Reasons why Cotton Prices Could Explode in 2013

The near term cotton contract which trades on the ICE market has traded in a relatively tight range between 60 and 80 for nearly 8 months. If you go back to the spring of 2011 we saw prices upwards of +166! In 2011 floods in major cotton producing areas in Australia, Pakistan and China hurt […]

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Capital Management Snapshot

The following are open positions held by our customers in the Survival Plan at the close of business Friday, January 18th, 2013.  Our $200k Survival Plan Portfolio is composed of an auto traded medium to long-term Diversified Commodity System (Hawk), an auto traded medium to long-term Basket of Currencies (Osprey), and an S&P mini day-trading […]

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Capital Management Snapshot

The following are open positions held by our customers in the Survival Plan at the close of business Friday, January 11th, 2013.  Our $200k Survival Plan Portfolio is composed of an auto traded medium to long-term Diversified Commodity System (Hawk), an auto traded medium to long-term Basket of Currencies (Osprey), and an S&P mini day-trading […]

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Trillion Dollar Coins and Bad Math Skills

We here at Great Pacific do not claim to be the smartest guys in the world. That being said, the idea of minting a coin and stamping $1,000,000,000 on the front and calling that a solution to the debt problem we just don’t get. Creating something from nothing is magic and magic belongs in a […]

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Copper: New Year, New Demand

Every January, market pundits and participants alike take pen in hand to fill their clean slates with predictions and possibilities for the New Year. While scouring the news and data for indicators and information they were sure to notice Alcoa (AA.N) earnings release yesterday, where the aluminum behemoth reported upbeat forecasts, increasing bullish sentiment in […]

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Yen- Currently Winning Currency Devaluation Race

The yen has been in a vertical downdraft against the dollar since the end of Sept. 2012. Recently the USD/Yen reached highs last seen in 2003! ( ForexCrunch data) Right now, the en seems to be consolidating but there continues to be plenty of actions and pressures internal to Japan to make the yen move […]

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A Great Review of the Tax Changes from the Fiscal Cliff Deal for 2013

This is a great overview from The Journal of Accountancy on the major changes to the tax law passed on New Years Eve.   Congress Passes Fiscal Cliff Act Pulling back from the “fiscal cliff” at the 13th hour, Congress on Tuesday preserved most of the George W. Bush-era tax cuts and extended many other […]

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Capital Management Snapshot

The following are open positions held by our customers in the Survival Plan at the close of business Friday, January 4th, 2013.  Our $200k Survival Plan Portfolio is composed of an auto traded medium to long-term Diversified Commodity System (Hawk), an auto traded medium to long-term Basket of Currencies (Osprey), and an S&P mini day-trading […]

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Softer Corn Prices Help Hogs Go Higher

High corn prices were the driver behind this summer’s lows in the price for lean hogs but, now, falling corn prices are behind the price gains in lean hogs. Both the Survival Plan and Diversified Commodities Basket are short corn and long lean hogs. (Source for all price references: OEC data feed) This summer (early […]

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Copper Reacts to Fiscal Deal

All the signs are that it’s going to be a happy January for the stock market, and in lock step, copper has responded very strongly as well as we progress past the fiscal cliff worries. CEMEX copper rose more than 2 percent on Wednesday, headed for its biggest daily rise since September 9th 2012, as […]

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