(A Top Pick May 4/09. Up 63.8%.) Copper ETF. Can't underestimate the long-term demand from China. Easy money has been made but it is a good bet going forward if you want a pure commodity play.
A way to take advantage of copper. Season strength from Mid Dec to late April. 9.3% average gain. Occurs about 70% of the time. You are starting to see outperformance of Copper.
(Top Pick Jan4/13, Down 7.97%)Clearly didn’t work out. Commodities did well into January and then they faded. Relative strength faded and absolute trend deteriorated. He called the trade short. Usually it runs until May.
(Materials play of the 3 sectors he suggested in remarks under January Effect.) Copper tends to do well from the end of December all the way through to April. The average gain during that time is about 9.3%. This looks great here and he expects some tremendous upside.
(A Top Pick Jan 3/14. Down 9.51%.) Copper futures. This one did not work out.