BlogHide Resteemsbrandoneverett (25)in investing • 7 years agoBuy Materion (MTRN)Materion Materion Corporation (MTRN) produces high-tech metals for industry. It also has a near monopoly position in one minor metal, Beryllium (symbol Be). I believe the company has off-book…brandoneverett (25)in cocoa • 7 years agoI went long cocoaThe title says it all. Here's a graph of deflated June cocoa price vs. the end season stocks/consumption ratio... Stks/Cons is on the horizontal line, price on the vertical. We are currently at…brandoneverett (25)in commodities • 7 years agoDaily commodity blurbRailroad carloads of coal have continued to climb and are now at 2015 levels. This is an industry everyone is assuming that will go the way of mall retail. Peabody Energy seems quite cheap.…brandoneverett (25)in commodities • 7 years agoDaily Commodity BlurbThe crude oil market seems to be a race between US oversupply and ROW tightness. My guess is that the market will go up from here, although I don't see a clear risk/reward for the trade. When…brandoneverett (25)in corn • 7 years agoDaily commodity blurbThe Chicago ags have had an explosive upmove. The immediate cause was the forecast for dry weather for about a week or so. This is the first hint of unfavorable growing weather in years. But the…brandoneverett (25)in commodities • 7 years agoIntroduction by me about meHi. I'm Brandon Everett. I trade commodities actively. This series of posts will highlight my trades and give the supporting background. First one coming up soon.
