Michael Molman is currently pursuing a Bachelors Degree in Economics from Rutgers University. He has been following financial markets and trading for almost 7 years. Through his experience at a trend following, technical analysis based Mutual Fund in Israel, a large Multi Strategy Hedge Fund in ...
more Michael Molman is currently pursuing a Bachelors Degree in Economics from Rutgers University. He has been following financial markets and trading for almost 7 years. Through his experience at a trend following, technical analysis based Mutual Fund in Israel, a large Multi Strategy Hedge Fund in New York, and a Private Equity Search Fund, Michael has been exposed to many different types of investment strategies. For his personal accounts he has adopted a Tactical Macro based investment strategy, hoping to take advantage of short term inefficiencies in global markets. He is constantly tweaking his strategy and enjoys discussing ideas with interested followers, feel free to reach out to him with any questions and ideas.
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Latest Comments
Has The Lithium Bubble Burst Or Is It Just Leaking Rarefied Air?
I was bullish on #lithium throughout last year but sold my holding in October on fears that ramped up lithium production would outpace current demand. Lithium is the metal of the future but it is important to realize strong demand for it will not come about over night but rather over the next decade or so.
There Is An Agriculture Problem
I managed to catch a rally in #wheat last summer and have been long on #soybeans this year. My concern is holding any of these agricultural investments for any period of time as this article points out ags underperform dramatically over the long run.
I Remain Bullish Cocoa Prices
I have been incredibly bullish on #cocoa since it was trading at the 1800 level in December. I feel that 2200-2250 offers a very strong resistance, but if there is political turmoil in West Africa a break out is very likely.
Crude Oil Prices Hit A 2-Week High
I am currently bullish on #naturalgas since I believe the recent “spring” sell-off is overdone and that the $2.50-2.55 level offers significant support. On the more fundamental side I see Strong Asian demand soaking up much of the surplus in the market.
When Will Silver Prices Rally?
I have been keeping an eye on #silver and am waiting on a breakout. I think as inflation starts to creep up we could see investors start shifting into precious metals.
DHT Holdings: An Undervalued Shipping Play With A Large And Young Fleet
I am planning on publishing an article describing the various oppurtunities in shipping, including $LPG
Cocoa Prices Hit 3 Month Highs
I have researched and have been following #cocoa for a while, and I agree with this analysis, cocoa prices have essentially bottomed out at the 2,000 level and are heading back to 2200 on the back of a projected smaller global surplus and rising demand for dark chocolate out of developed countries and chocolate in general in emerging ones. What do you think of my article on cocoa?
www.talkmarkets.com/.../cocoa-a-huge-opportunity-people-shouldnt-ignore
DHT Holdings: An Undervalued Shipping Play With A Large And Young Fleet
I have been researching shipping for the last month and a half and I completely agree with your analysis. I personally see the tightening market in LNG carriers as a prime opportunity given the depressed prices of most stocks in the sector. What do you think of $LPG (Dorian LPG)?
Daseke, Inc. Announces Follow-On Public Offering Of Common Stock
Very interesting IPO, I have been looking for a way to play the recovery in industrials, as well as the current trucking shortage in the U.S. $DSKE
WTI Crude Oil And Natural Gas Forecast - Tuesday, Feb. 20
Do you think today's strong gains for nat gas change this analysis? It appears that nat gas has formed a strong support around 2.55-2.56 range and now appears set for a rally to 3.00. #NaturalGas