GLG News by Commodity, Equity, Bond, and Forex Trading Experts

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Have the Commodity Markets Topped?

March 17, 2011

The Continuous Commodity Index set record highs pretty much from December through February but the trend has recently changed.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Coffee Market Perking

December 22, 2010

The coffee market has been trading at 13 year highs as of late around $2.30 a bushel.  Chart models are suggesting the next step for the coffee market may be $2.75.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Crude Oil and the Economy

December 9, 2010

 I noticed recently that gasoline prices in our neck of the woods are nearing $3 a gallon.  And it’s likely that we will surpass $3 in the coming weeks due to the recent run up in crude oil.  It surprises me that I haven’t heard more push back on the elevated gasoline prices and their potential draw on the US consumer.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

More on Protein Supplies for 2011

December 2, 2010

This model gives us an indication of hog farmer profitability which, as one can tell, has declined sharply in recent months.  If I included charts for chicken producers, milk farmers and various other protein producers they would be similar. 

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

China and Commodities

November 18, 2010

A lot of attention has been given to China during the past week with the news that they will attempt to slow their economy to mitigate inflation which has had a bearish influence on the commodity markets. 

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Waning Protein Farmer Margins and Pending Protein Supplies

November 11, 2010

Besides a general seasonal decline in protein prices during the fall, feed prices are currently averaging about 19% above last year and 52% above the 5 year average for this time of the year.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

The Elections, Commodities and Ethanol

November 4, 2010

Ethanol in the US is made from grain corn and has had a notable influence of food market volatility in recent years.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Limited Commodity Supplies

October 28, 2010

Butter stocks have become especially short compared to the prior year averages. September 30th US butter stocks were 43% less than last year, 33% less than the five year average for the date and the smallest for any month since December 2008.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Record High Retail Protein Price Average

October 21, 2010

Retail protein prices have risen throughout 2010 reaching what we believe to be a record high for the beef, pork and chicken average.

David Maloni, Principal

David MaloniPrincipalARA Trading Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Chicken Production Slowdown Coming?

October 14, 2010

This signals continued expansion for chicken production above prior year levels in the coming months. Is this really sustainable, however?

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