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May 5, 2024 | wallstreetwindow.com | Michael Swanson |Mike Swanson

A few weeks ago I wrote about the large managed money/hedge fund short positions in Palladium, corn, and soybeans in the futures market. At the same time, all three of these commodities had net long positions from the large producers, merchants, and swap dealers. Typically, those players in the futures market are always net short, as they use the futures markets to hedge their real world business activities, making a net long position bullish.

Apr 28, 2024 | wallstreetwindow.com | Michael Swanson

I’m more excited now about making money in the financial markets than I have been in years, but less excited about the online internet world and financial media, which is all being increasingly driven by content drivel pushed by algorithms, which have programmed people who watch news and political videos to always be angry and scared and the financial audience to want to be told that they can buy a crypto coin or a single stock and get rich with zero thinking or work.

Apr 20, 2024 | wallstreetwindow.com | Michael Swanson

Stock market volatility is increasing. The stock market has now fallen another week and that decline sped up a bit as shares of NVDA fell 10% on Friday. Remember, last week, it was JPM that posted a tear drop decline after it reported earnings. Now NFLX did the same thing too after it said that it was going to stop reporting the number of pay subscribers it has on its platform. Take a look at it’s chart. And here is NVDA.

Apr 16, 2024 | wallstreetwindow.com | Michael Swanson

I am not a financial nihilist and I reject those that advocate for it, because it goes totally against sound money management principles that use conservative investing values while still seeking for maximum returns. The nihilists throw all of that out the window. However, it is a movement that has grown in the financial markets for the past four years – even in the ecosystem of financial gurus.

Apr 14, 2024 | wallstreetwindow.com | Mark Thornton

Two books have recently been published on post-2007-2008 financial crisis history. The first is  and it is my favorite of the two. Mr. Leonard describes the post-crisis financial environment extremely well in a way that is consistent with Austrian Business Cycle Theory (ABCT) without naming it. I expected this as the author is a journalist writing for a mass audience rather than a financial professional. The second book is The Price of Time: The Real Story of Interest by Edward Chancellor.