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brandoneverett

@brandoneverett

33 followers 1 following 6 posts Reputation 25

brandoneverett
@brandoneverett Mar 28, 2018, 5:14 PM UTC

Buy 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 assets…

2 upvotes 5 replies $0.00
brandoneverett
@brandoneverett Jul 13, 2017, 4:24 PM UTC

I went long cocoa

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 p…

0 upvotes 0 replies $0.00
brandoneverett
@brandoneverett Jul 11, 2017, 7:26 PM UTC

Daily commodity blurb

Railroad 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. https://w…

0 upvotes 0 replies $0.00
brandoneverett
@brandoneverett Jul 6, 2017, 3:24 PM UTC

Daily Commodity Blurb

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…

2 upvotes 0 replies $0.00
brandoneverett
@brandoneverett Jul 5, 2017, 5:09 PM UTC

Daily commodity blurb

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…

3 upvotes 1 replies $0.00
brandoneverett
@brandoneverett Jul 5, 2017, 4:45 PM UTC

Introduction by me about me

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.

4 upvotes 1 replies $0.00

brandoneverett

Buy Materion (MTRN)

I went long cocoa

Daily commodity blurb

Daily Commodity Blurb

Daily commodity blurb

Introduction by me about me