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 assets and

The 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 the point

The 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 looking for

The 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 real reason

Hi. 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.