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Commodity Wars, Why Trade Milk When You Can Buy the Cow (Cheaply)?

Commodities / Commodities Trading Feb 02, 2012 - 12:23 PM GMT

By: Jesse


Best Financial Markets Analysis ArticleAs you may recall, I was speaking about the Currency War long before it became a recognized issue. From my analysis of history and the major monetary trends it seemed inevitable even in 1999, and events shortly after that confirmed it.

Those who see what is going on behind the scenes are securing supplies of key commodities and hard assets. And this is not limited to the large national banks and financial firms.

Consolidation in the mining sector is going to happen in a rush when the panic for supply ensues. But it will be the same for several key sectors.

This is a recurring macro theme and major trend, an extension of the Currency Wars as the US dollar regime that has existed since the end of World War II shifts and changes.

Since the outcome is uncertain, the major players are grabbing assets now that will likely be playable chips no matter what the eventual resolution.

The status quo will continue to posture, running their bluffs and trying to hide the facts, while lining their own pockets I might add, as they are untrue, frightened, and unworthy.

So do not be fooled if the path continues to twist and wind with bumps along the way. These things happen slowly over a long period of time, but then often seem to come at you all in a rush.
"In the days that were before the flood they were eating and drinking, marrying and giving in marriage, until the day that Noah entered into the ark, And knew not until the flood came, and swept them all away."
Secure your wealth, look to your family and especially remember whom you chosen to serve, and hold your own self tight in your fingers, hoping for the best with a steady faith, a good conscience, and a loving heart.

I still believe that serious stagflation is the more likely outcome, as compared to the less likely hyperinflation or protracted deflation. However we may see a significant devaluing of the euro and the dollar against 'hard assets' that may or may not include the Asian currencies.

Batten down the hatches. Rough waters ahead.

Glencore and Xstrata in talks over $82bn 'merger of equals'
By Rupert Neate
2 February 2012 04.13 EST

Commodities trader Glencore and mining giant Xstrata are in discussions on an $82bn (£50bn) merger to create a company that would dominate the global mining industry.

Xstrata, already one of the world's largest mining companies, confirmed on Thursday morning that Glencore, the world's biggest commodity trading company, had formally approached it with plans for a "merger of equals". The announcement sent shares in Xstrata rocketing 12% in early trading to £12.56. Glencore shares were up almost 4% at 448.6p.

"Xstrata confirms that it has received an approach from and is in discussions with Glencore International regarding an all-share merger of equals which may or may not lead to an offer being made by Glencore for Xstrata. There can be no certainty that any offer will be made," the company said in the statement that follows a flurry on speculation.

UK "put up or shut up" takeover rules mean Glencore has until 1 March to make a formal offer...

By Jesse

Welcome to Jesse's Café Américain - These are personal observations about the economy and the markets. In providing information, we hope this allows you to make your own decisions in an informed manner, even if it is from learning by our mistakes, which are many.

© 2012 Copyright  Jesse's Café Américain - All Rights Reserved

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors.

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