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Burton Rothberg
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17 followers
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Burton's posts

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dygraph of Rhodium
I'm trying out the dygraph package in R. Blogger apparently doesn't allow you to upload a webpage (if I'm wrong about that, please call or write). But I did publish it to RPubs. It's at: http://rpubs.com/brothberg/268672 Dygraph brings all the functionality...

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Rhodium is going crazy!
I've been bullish on rhodium for a while and wrote an article about it in SA. It really is performing well, up almost 30% since Jan 1 and 4% in the last two days. I really don't know what is going on short term, but I still like the long term. It is only mi...

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Potash is not cheap yet
Still not really cheap, Sid.

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More Rain in the Cocoa Zone
So the cocoa zone in west Africa got another dose of rain a few days ago. This is pretty unusual for this time of year, and augurs for a heavy mid-crop in Ghana and the Ivory Coast. Bearish! Having said this, I still don't see a big downside here. The end-u...

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The Bottom in Cocoa?
I think it is. It's always hard to catch falling knives, but in this case I think the risk/reward is there. - Cocoa is cheap on a long run basis. The forward 10-year graphs that I run have it about doubling in the next 10 years. That's not a basis for a tra...

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Trades Today
I took off about 30% of my Impala Platinum. It's had a nice run. If it comes off I'll buy it back, if not - too bad. Added some to Cameco (CCJ). I'm still bullish on uraninum, but it's going to be a long slow climb. So only buy the dips. Someone commented i...

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More on Platinum Group Metals
I wrote an article for Seeking Alpha on the platinum group, here . The net is that all the supply/demand stats are pretty bullish, especially for palladium. I'm going to write another giving my picks to buy, but the short of it is I'm long Impala Platinum (...

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It's all About EM Demand, China and India
With all the sturm und drang of the US political season, it is excusable that investors are looking less to emerging markets (EM). However for commodities traders and investors, that is not possible. The fact is that almost all the growth in commodity suppl...

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The Hike
The Fed raised rates by a quarter point yesterday. This was as expected, but the tone of the statement and the press conference was rather hawkish. So everything sold off, including most commodities. Here's my take... The big number to me was the forecast f...

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Uranium
Uranium is close to breaking out. Here's a graph of U.TO, a Canadian fund that only holds uranium as assets: So it filled a gap. Might have to chop around for awhile before it moves higher. I'm keeping my whole position. Here's a graph of CCJ, the leading w...
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