Burton Rothberg | TalkMarkets | Page 3

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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Articles

Latest Posts
33 to 45 of 45 Posts
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Hey, What About This Rally?
Tuesday, April 26, 2016 3:49 PM EDT
Many commodities had gotten to very cheap long-run levels. They were at levels which given time would lead to significant cuts in production or at least left no room for any production or consumption risks.
In this article: JJC (RETIRED)
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Four More Undervalued Commodities
Thursday, April 14, 2016 4:10 AM EDT
Here are four commodities that were not in the IMF database.
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Is The Commodities Rally For Real?
Wednesday, March 23, 2016 5:18 PM EDT
I expect an upward sloping trading range that will give numerous points to take intermediate profits. Along that line, I wrote Nov 2016 Soybean 12 calls against my long 10 call position. If the market dips, I'll add back.
In this article: SOYB, DBC, OIL, USO
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Peabody Energy Follow-Up
Saturday, March 12, 2016 4:07 PM EDT
The lottery ticket on BTU has worked pretty quickly. Prices are all over the place on this near-Chapter 11 bond, but I think the offer has gone up to about 7 1/2.
In this article: BTU
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A Lottery Ticket On Coal
Wednesday, March 9, 2016 3:00 PM EDT
I bought the Peabody Coal (BTU​) 6% coupon bond due in 2018 for 5 cents on the dollar. I went through a retail broker, since I trade so few bonds. If you have access to the wholesale market, I think you can get it even cheaper.
In this article: BTU
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Going Long Nickel
Monday, March 7, 2016 2:57 PM EDT
Nickel went to absurdly high prices. This led to more production, and the typical commodity "cobweb" ensued. I think we are now at the opposite end of the cycle.
In this article: JJNTF, NILSY
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Is It Time To Buy New Crop Calls In The Ags?
Monday, February 29, 2016 4:43 AM EDT
Corn, wheat and the bean complex are all down a lot. This is fundamentally based, the world has had good to great crops for two years. Stocks levels are high.
In this article: CORN, WEAT, SOYB
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Round Trip For Emerging Markets
Monday, February 8, 2016 5:31 PM EDT
With all the sturm and drang about emerging markets these days, you would think they might be at all time lows. You would be close to being right.
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The Cocoa Market
Monday, February 1, 2016 4:38 PM EDT
Is this a good time to actually go long cocoa? I wouldn't. As a commodity strategist, I am only playing this from the short side.
In this article: NIB (RETIRED)
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The Bottom In Oil Prices
Wednesday, December 23, 2015 12:08 PM EDT
I believe the political situation in the mideast is beginning to improve. I also believe this will lead to a rapprochement among the mideast OPEC producers. This would be a bottom in oil.
In this article: DTO, OIL, UCO, USO
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Investing In Quantum Computing - Part 2
Monday, December 21, 2015 9:50 PM EDT
Further analysis on Google's announcement of a working quantum computer.
In this article: IBM, TINY, GOOGL
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Which Strike Will They Pin
Friday, December 18, 2015 1:45 PM EDT
Today is one of the largest option expirations in history. This will have a big effect on today's close.
In this article: SPY
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Investing In Quantum Computing
Friday, December 18, 2015 1:06 AM EDT
Google announced that they have definitely achieved quantum calculation with their D-Wave II computer. To my knowledge, this is the first quantum computer that has been used to solve a real life problem.
In this article: IBM, TINY, MSFT, GOOGL
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33 to 45 of 45 Posts
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