Burton Rothberg | TalkMarkets | Page 1

Burton Rothberg

Retired Hedge Fund Portfolio Manager
Contributor's Links: The Commodity Strategist
I am a professional trader with over 30 years experience. I have invested in commodities for over thirty years, and have seen several cycles. For the past decade I have mostly been out. Why? Because the prices were too high to go long. I did take some small short positions, but I am always wary of ...more
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Why Haven't Oil Prices Gone Up?
Wednesday, February 14, 2024 7:30 PM EDT
This article analyzes the outlook for oil prices and describes how I am playing it.
In this article: XOM Also: BNO, OIL, UCO, UNG, USO
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Uber
Wednesday, February 19, 2020 2:00 AM EDT
The company has off-balance-sheet assets that would be valuable even in a bankruptcy.
In this article: UBER Also: YNDX, TSLA
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Update On Tesla Bonds
Monday, February 17, 2020 3:00 AM EDT
The technology of electric cars will continue to advance over the next five years or so. Eventually they will become a stable technology, and costs and marketing will take over. By then Tesla will be hard to unseat.
In this article: TSLA
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Cobalt
Sunday, May 26, 2019 8:07 PM EDT
My last post put Cobalt into a general value area. Now let's look at the supply/demand.
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More On Battery Metals
Tuesday, May 21, 2019 8:46 PM EDT
The bull argument was that increased demand from electric cars and grid storage systems would raise demand for all these metals to a new plateau. There is actually some truth to the argument.
In this article: LIT, CBLLF, VWAGY
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The Bust In Battery Metals
Tuesday, May 14, 2019 2:50 PM EDT
When markets go into bubble mode, the bust is often worse than you thought possible. Often, the reason is that during the bubble, speculative stocks of the commodity get built up.
In this article: LIT
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China Deal Off? What Comes Next.
Tuesday, May 7, 2019 2:12 PM EDT
There's still a chance that a deal can be reached. But if not, here's what I see will happen.
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US Agriculture: Where Is The Future For Investors?
Thursday, May 2, 2019 6:48 PM EDT
The US agricultural markets will probably get a big kick up when (if?) a US-China deal is struck. How much depends on the type of deal.
In this article: FPI Also: DBA
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Why Is Inflation So Low?
Wednesday, May 1, 2019 6:00 AM EDT
The world economy is still expanding, and there's not enough investment going into basic materials. One of these days that is going to matter.
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Oil Econometrics
Wednesday, January 2, 2019 2:22 PM EDT
Oil is one that has had an increasing trend.
In this article: OIL
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More On Oil
Wednesday, January 2, 2019 12:00 AM EDT
I don't really have a clue where the market is going to go short term, so I stay away from the nearbys.
In this article: OIL
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The Bottom In Oil
Wednesday, December 26, 2018 10:00 PM EDT
Several months ago I mentioned that I thought a major bottom in commodities was about six months away. Well, I think it's partly here now, and I am trading it.
In this article: SOYB, OIL, SPY
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My Macro Trade
Monday, December 24, 2018 1:09 PM EDT
The US vs. rest of world trade has finally broken down.
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US Vs. The Rest, Part Two
Tuesday, December 18, 2018 11:50 AM EDT
That is to be expected. When there are big macro movements like the kind we are having now, people only think about the trend, not the differences. I still think it will break to the downside. Time will tell.
In this article: VTI
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The US Vs. The Rest Of The World
Tuesday, October 23, 2018 4:20 AM EDT
The latest fall in the US stock market was catalyzed by higher long-term rates. But the valuation mismatch behind it also deserves discussion.
In this article: VTI, VXUS
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How Is The Trade War Going, And An Underappreciated Risk
Tuesday, October 2, 2018 12:23 PM EDT
It looks like a new, renamed NAFTA has been negotiated. This is no surprise.
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1 to 16 of 45 Posts
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