June 18, 2009 by Joe Ponzio

As I mentioned in this post, I got rid of DBB – the base metals ETF. Admittedly, I’m hanging my head in shame – not because we lost money (actually, we made money) but because I made a stupid judgment mistake that cost us opportunity. (Fortunately, there’s a lesson in…

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June 2, 2009 by Joe Ponzio

I can’t believe that it has been nearly two years since F Wall Street was originally launched on June 25, 2007. And what a two years it has been! Since our launch, we saw the S&P 500 climb to an all-time high in October of 2007, only to watch it…

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April 27, 2009 by Joe Ponzio

There is no discounted cash flow method for commodities. They don’t pay dividends or bear interest rates; they don’t generate cash. Long-term investing in commodities is all about finding opportunities where supply and demand are out of balance and the price is low relative to where it “should” be on…

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