Commodities Present a Murky Picture

For a sports junkie like me, this is the best time of the year. Baseball races are in the home stretch and the Baltimore Orioles are in the thick of things. College football has kicked off and the pros kick off playing tomorrow night. Traditionally, we see volume pick up in the markets as summer homes are closed down for the year and everyone gets back to work. In addition, as this is a presidential election year, the markets will likely be quite news-driven as the political rhetoric heats up.

So it is a good time for this value guy to poke his head up and take a look at the various macro factors in play. I am not a macro trader, but my quarterly look around at the action has generated some solid observations and trends that have played out well and helped me in my search for bargain opportunities. I spotted significant opportunities in oil and gas late last year as well as in distressed markets, including Italy and Spain. I am often able to find safe and cheap securities that allow me to profit from assets and markets that are nearing the point of maximum pessimism....430 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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