02/26/10: Most of what was said in last weeks post remains in place. The US dollar is slowly working higher, while most commodities are working lower. Last week I pointed out a top in the Eurodollar market and have begun to accumulate Dec. put options there. And as pointed out, Cotton prices have moved higher aggressively. This week the most notable market appears to be Lean Hogs (refer to this week's commodity blog entry and TTA - Lean Hogs). The breakout suggest a move into the 90's and I will take a really good look at the Aug. 88 calls over the coming week.
That's all for this issue of the CTS Spotlight,
Brian Beamish FCSI
the_rational_investor@yahoo.com
http://www.the-rational-investor.com
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