Category: Agricultural Commodities
The analysis published under this category are as follows.
Saturday, May 23, 2009
The Biggest Reason to Get Excited About Investing in Agriculture / Commodities / Agricultural Commodities
By: DailyWealth
Chris Mayer writes: There is some mind-bending stuff percolating in the agricultural markets. In fact, the setting recalls the one that set off the big move in oil prices in recent years... Read full article... Read full article...
Monday, May 18, 2009
Deflation Runs into the Brick Wall of Chinese Agri-Foods Inflation / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The road to deflation was a short one. It ran smack into reality. That reality is that the rest of the world does exist, and that North America is not the center of tomorrow's universe. The bursting of the credit fed hedge fund mania did yes hurt all markets. But, some of those markets are again being influenced by their structural, and longer term, dynamics. That China has not collapsed into a recession anywhere near the magnitude experienced by Western economies must come as a shock to many economists and strategists. They were wrong. That they do not understand the secular dynamics at play in Asia is now fairly obvious. In tomorrow's economic world, North America is slowly becoming a side show.
Sunday, May 10, 2009
Monsanto: Seeds of Truth / Politics / Agricultural Commodities
By: Submissions
Sheila Samples writes: I have learned over the past decade if I want to know what's really going on in the United States, I have to cruise through the foreign media to see what's creating a furor or causing a stink. So, while searching for the status of Spain's on-again, off-again criminal proceedings against six Bush Administration war criminals, this headline in Der Spiegel caught my eye -- "Frankenfood Ban is Neither Populism nor Panic-Mongering."
Tuesday, May 05, 2009
Positive Enviroment for Agri-Foods Continues to Manifest Itself / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Sufficient time has passed since the joyful bursting of the hedge fund bubble to allow for us to begin to assess what is rising from the ashes, and what will not. We can be fairly confident that what went on before will not be what goes on next. Financial markets rarely repeat the same mistakes immediately. Enough time must pass to allow all to forget the previous transgressions. Technology stocks did not rise again to lead in the last run in the financial markets. Banks and finance companies will not lead in the next. Financial markets will be seeking out new themes. Investors need to dig around, perhaps in the dirt, for the those next sets of investment ideas.
Thursday, April 30, 2009
The Monsanto Connection / Politics / Agricultural Commodities
By: Robert_Singer
I recently published an article “Grandmother Scores Huge Victory over Monsanto”.
The article was a magnet for controversy because I claimed the best way to fight Monsanto and HR 875 was by growing your own food and saving seeds.
Read full article... Read full article...
Tuesday, April 21, 2009
Agri-Foods an Offensive Investment Strategy Against Inflation / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Where to put your next egg? That question receives a lot of thought by investors as the Bernanke/Obama Bear Market continues unabated. As always with complex questions , some simple answers exist. For example, if you had put your nest egg in eggs, one would have done better than the U.S. equity market. That is one of the many messages in our first chart this week. It portrays the return on the more important Agri-Food commodity prices compared to the S&P 500 and oil over the past two plus years. The mean return on this basket of commodities for this period of measurement is +9% versus -15% for the S&P 500.
Wednesday, April 15, 2009
Jim Rogers Favourite Commodities Investments / Commodities / Agricultural Commodities
By: DailyWealth
With Matt Badiali
Q: Do you think Jim Rogers is right to be buying agricultural commodities now? – A.M.
Wednesday, April 08, 2009
Agri-foods and New Industries Arising from the Bear Market Carnage / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Are investors still looking over their shoulders? Many seem to still being doing so. They are still focused on where the markets have been, rather than where elements of the market might be going. Rather than looking for tomorrow, they are mired in yesterday. Who cares which Western bank remains in trouble? Those market prices of a year ago, inflated by the hedge fund mania, are interesting, but irrelevant. New sectors and industries, such as Agri-Food, are already arising from the market carnage. Investors should focus on that which will be rather than that which has been. Read full article... Read full article...
Wednesday, March 25, 2009
Grandmother Scores Huge Victory over Monsanto / Companies / Agricultural Commodities
By: Robert_Singer
We are having trouble figuring out why Monsanto made Percy Schmeiser a hero for the growing movement against GMOs, but we don't have to look very far to find out why Monsanto director of public affairs Brad Mitchell is debating Linn Cohen-Cole, a Grandmother on Opednews.Read full article... Read full article...
Tuesday, March 24, 2009
Agri-Foods Benefit from the Feds Decision to Destroy the Dollar / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Trends may persist, but never exist eternally. Both parts of that little piece of wisdom provide useful guidance for investors. Trends, clearly, are an investor's friends when the investor lives in harmony with that trend. However, always remember that the trend will end regardless of how solidly good the fundamentals might be, or how miserably bad the fundamentals might appear. On this latter point, have not received one email on the positive fundamentals for oil since it fell below $140. Read full article... Read full article...
Tuesday, February 24, 2009
Investors Need to Focus on Agri-Foods Structural Bull Market / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
We have noticed some fundamental differences between the governments of China and the U.S. First, the U.S. government owes the rest of the world almost $11 trillion. China has about $2 trillion of reserves built up over the years. The U.S. Secretary of State was in China this weekend begging for them to buy more U.S. debt. China was noncommittal. Read full article... Read full article...
Tuesday, February 10, 2009
Agri-Foods Prices Advancing in the Face of Strong Mega-trend Fundamentals / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Structural investments are perhaps the most powerful. Gold has, for example, been in a structural bull market for more than a decade. Those political and economic trends that have propelled Gold from $250 were simply a “carnival” ride that had only one way to go, up. The structural deficits of the U.S., which stem from an intellectual deficit in government, meant that Gold had could only go up. All one had to do was identify the structural bull, and remain seated for the entire ride. Read full article... Read full article...
Friday, January 30, 2009
Global Food Prices are Rising Fast / Commodities / Agricultural Commodities
By: Eric_deCarbonnel
As much as I hate to rain on the deflation parade, I must point out that food inflation is increasing worldwide. It seems that food prices are unaware that they should be falling, because they are instead rising fast all around the world. For example in India, after more than two months of steady decline, inflation has risen for the second week in a row due to a spike in food prices. The Economic Times reports that Indian inflation touches 5.64 pc with no respite as prices rise .
Read full article... Read full article...
Wednesday, January 28, 2009
Rising Oil Price Trend Supports Agri-food Bull Market During 2009 / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
A perhaps amazing characteristic of trends is that they do not continue indefinitely. One can not help also noticing the inability of journalists to correctly describe trends as they are developing. While they, and we suspect their editors, spend considerable time on grammar, they still seem to have problems with the proper tense for verbs. The difference between falling and has fallen may seem trivial to journalists, but to the analysts they are considerably different. Read full article... Read full article...
Tuesday, January 13, 2009
Agri-Foods Bullish Outlook due to Over Optimistic USDA Crop Forecasts / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Remember as we have talked before, commodities is not a homogeneous asset class. It includes three asset groups, each with distinctively different dynamics and drivers. Energy group, for one, includes oil, natural gas, uranium, etc. Mineral ores, the second group, includes iron, copper, Gold, etc. Third group is Agri-Food, which includes corn, soybeans, pork, etc. That latter group is now again separating itself from the others, and moving on its own path. Read full article... Read full article...