Today at around 2:40pm EST I’ll be appearing live on CNBC’s Street Signs for a segment on exports, currencies and China. Tune in (if your dare). No just kidding, totally you should watch.

A Great Food Crisis in 2011?

Two key reports come in positive…

I’ve been steering my clients away from the industrial and base metals for months now and have been fairly vocal in ther media about my lack of interest in copper ETFs and the like. Asian economies are not thrilled with the amount of US and European money flooding their financial system and they are actively taking steps to cool things down.

Some late in the day links…

My Favorite Chart on Earth

Last night I worked the Prop Desk for Fast Money on CNBC. It was a lot of fun with so much going on in this tape. Here are some clips…

Diogenes the Cynic wandered about ancient Athens carrying a lantern on a quest to find a single honest man. Needless to say his search was ultimately fruitless. Were he to go looking for a single bull in this market moment who wasn’t getting ready for a pullback to buy, he would be equally frustrated.

This morning we got a report with a surprising jump higher in the level of new unemployment claims – the highest in 6 months…

Media appearance.