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RPM

(5,662 posts)
5. No - not yet, if at all.
Sun May 10, 2026, 06:40 PM
Sunday

Might dabble a bit on the commodities futures side in the near future, but likely not oil. Feel like the shock of this (fertilize issues, cost of running equipment, etc) will materialize there a bit later, so still not too early. May get into oil as this drags out - I'm not convinced that Trump can find an off-ramp and that may lure me in.

Just trying to find something else to work with since the market feels overpriced, the bond market will take a hit if Trump installs a lackey willing to drop the rate, gold feels priced up, and with inflationary pressures, cash & equivalents suck.

Copper seems interesting; perhaps other industrial metals. But Wheat, Corn, Soy feel like they'll ripple off oil. No FCOJ though - too risky!

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