Category: Agricultural Commodities
The analysis published under this category are as follows.
Monday, July 28, 2014
Inflation - Are Commodities Talking to Us? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Markets often do talk to us, if only we would listen. Our ears serve as only part of listening. An open mind is also required. Regrettably, minds receptive to new thoughts and questions have been somewhat outmoded in the investment world for many years. Why else do so many seem to ignore what commodities are saying?
Sunday, June 01, 2014
How Global Agri-Business Destroys Farming / Politics / Agricultural Commodities
By: Global_Research
Colin Todhunter writes: A new review carried out by the organization GRAIN reveals that small farms produce most of the world’s food. However, they are currently squeezed onto less than a quarter of the world’s farmland. The world is fast losing farms and farmers through the concentration of land into the hands of the rich and powerful. If we do nothing to reverse this trend, the world will lose its capacity to feed itself.
Tuesday, May 27, 2014
Agri-Foods Dramatic Price Rise During 2014 / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Agri-Commodities Prices Winning - Or, how long does it take the Street to identify an elephant in the room? Apparently the answer to that question is a time period longer than should be the case. As portrayed in the chart below, Agri-Food prices have been rising fairly dramatically thus far this year. With an average gain of about 10% since the beginning of the year, eating is becoming far more expensive. Rather than a short-term phenomenon, higher prices for Agri-Foods over time are part of the future, an unavoidable one.
Tuesday, March 25, 2014
2014 Year of Commodities (March Update) / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
That 2013 was a year when equities ruled supreme is now well recorded history. Generally speaking, expectations at the end of the year were that 2014 would be more of the same. Among the popularly reported forecasts were the S&P 500 going to 2,000 while $Gold would plunge to $1,050. While the calendar will ultimately decide the wisdom of those forecasts, reality is already casting doubt on them. Perhaps the numbers in those forecasts were inadvertently switched.
Monday, March 10, 2014
Agri-Commodity Prices New High! / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The Agri-Food Price Index hit an all time record high for the week ended 7 March. This index of Agri-Food prices is rather comprehensive in that it includes sixteen(16) important Agri-Commodities. That index is plotted in the chart below which covers the past almost two years.
Saturday, November 09, 2013
Monsanto’s Friends in High Places / Politics / Agricultural Commodities
By: MISES
Hunter Lewis writes: Many companies hope to send an employee into a government agency to influence regulation. How much better if the employee can actually shape government regulation to promote and sell a specific product! Monsanto seems to have accomplished this — and much more.
Monday, October 28, 2013
Agricultural Commodities - Grow It, And They Will Eat It / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
"Build it, and they will come" has been the motivation for many dreams. Baseball fields, restaurants, and other follies have sprouted from belief in this concept. Much of the real estate industry of times now past lived by this philosophy. That worked until they did not come, and then the bankers came for the remains.
Monday, August 19, 2013
Case of the Missing Corn / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
200 million bushels of corn suddenly disappear. Could the mystery of the disappearing corn be rich material for Erle Stanley Gardner? Probably not. Most of that disappearing corn was fantasy corn, existing only in the imagination of some forecasters. That missing corn was revealed in USDA's latest World Agricultural Supply & Demand Estimates(WASDE). Further, analysis of USDA's acreage certification report by Bryce Knorr of FarmFutures.com suggests that USDA estimates for U.S. corn acreage may be too high by as much as 2.7 million acres. Should Knorr be correct, another 300 million bushels of corn may disappear.
Thursday, August 01, 2013
How to Invest in Agriculture After the Potash Price Crash / Commodities / Agricultural Commodities
By: Money_Morning
Garrett Baldwin writes: Global commodity woes increased again on Tuesday after Russia's Uralkali broke up one of the world's largest potash partnerships and ended a marketing venture agreement with producers in Belarus.
This development changes how to invest in agriculture- as it has already sent investors fleeing from nutrient and fertilizer stocks this week.
Read full article... Read full article...
Wednesday, May 01, 2013
U.S. Corn Crop - Too Cold or Wet Yet / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Let us start by remembering the most important aspect of Agri-Commodities. They are not produced in a factory. Corn, today's example, is produced by placing a seed in dirt with the proper amount of water and nutrients. Of that complete process nothing happens til the seed is planted. If no seeds are planted, no corn. All that happens only once a year.
Saturday, April 13, 2013
The Seeds Of Suicide: How Monsanto Destroys Farming / Companies / Agricultural Commodities
By: Global_Research
Vandana Shiva writes: Monsanto’s talk of ‘technology’ tries to hide its real objectives of control over seed where genetic engineering is a means to control seed,
“Monsanto is an agricultural company.
We apply innovation and technology to help farmers around the world \produce more while conserving more.”
Read full article... Read full article...
Sunday, April 07, 2013
Why Farmers Are Key to the Commodity Price Cycle / Companies / Agricultural Commodities
By: DailyGainsLetter
Mitchell Clark writes: Farmers really are the best customers.
Monsanto Company (NYSE/MON) has become more than a 10-bagger since listing on the stock market. Its performance over the last year has been good, and the company just beat the Street with its quarterly earnings results.
Wednesday, April 03, 2013
Agriculture the Key to Real Stock Portfolio Growth? / Companies / Agricultural Commodities
By: Profit_Confidential
If you’ve ever been into horses, you know that you can spend as much money as you’ve got—and plenty more—on their care. Personally, I like draft horses; Clydesdales, in particular. But the thing about a draft horse is that it can eat a lot of food. And during the drought last year, hay costs soared.
Agriculture, as an investment theme, is consistently on my mind, but it is a stock market sector that is limited. The marketplace is dominated by only a handful of companies. There aren’t a lot of publicly traded agriculture stocks that would be considered mid-cap; the same goes for small-cap companies.
Wednesday, March 20, 2013
Stocks? Should Have Bought Breakfast! / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Breakfast is said to be the most important meal of the day. Thus far in 2013 breakfast has been not only that, but one of the better investments. The oats in that bowl of hardy cereal, as shown in the chart below, have been a star performer. Those lowly oats have risen in price significantly more than the stock market. Eggs and the butter that goes on the toast also did better. Forget tired tech and bumbling banks, buying breakfast instead for 2013 has been the right move.
Wednesday, March 13, 2013
Why We're So Bullish on Agricultural Stocks Right Now / Companies / Agricultural Commodities
By: Money_Morning
Tony Daltorio writes: Farm incomes are expected to climb to an all-time high this year, the U.S. Department of Agriculture predicts.
The expected increase - to a net farm income total of $128.3 billion, up from $112.8 billion in 2012 -
is good news not only for farmers but also for the fertilizer companies, making a few of them good stocks to buy now.
That's because the higher incomes will mean farmers invest more in their farms by expanding production to take advantage of higher prices they receive for grains.
Read full article... Read full article...
Saturday, December 29, 2012
2013 Invest in Year Apples not APPL / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Apples are, according to many nutritionists, good for us. However, one has to be sure to choose the right ones as AAPL has demonstrated in recent months. AAPL, despite the Street's claim in would be working its way toward $1,000 by now, has fallen hard from the tree. Now badly bruised, investors are suffering from a collapse of more than 25% from the high. Investors would have been far better off, as the following chart portrays, down on the farm, perhaps in real apples.
Thursday, October 25, 2012
Why Soybeans Beat iPads / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Technology businesses have always seemed to this researcher to be a losers' game. Soybeans, in the past decade or so, have been converted to a winning game. Why play with losers when one can play with winners? The simple, but elegant, reason soybeans are a better bet than iPads is the cost structure of the two businesses. One is desirable and one is not. The reason soybeans are better is that the cost structure in the industry is now fundamentally better than that of technology.
Friday, October 05, 2012
Wall Street Fishing in an Empty Lake for Profitable Investments / Companies / Agricultural Commodities
By: Ned_W_Schmidt
One of the secrets to successful fishing is to fish in a lake with fish in it. Fishing in a lake void of fish is not likely to be a worthwhile venture, though it still beats a day of work. That simple reality is something much of the investment community has never really understood. Even today, twelve years after the internet/technology bubble burst, the Street is still attempting to resurrect that tired old theme. For twelve years, the Street has been fishing in a lake without fish.
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Thursday, September 20, 2012
Agricultural Commodity Markets Inflationary Peak Forecast 2013 / Commodities / Agricultural Commodities
By: John_Hampson
Agricultural commodities prices resumed upward trends in June 2012, largely due to drought conditions in key global farming areas on top of existing low inventories. Extreme global conditions continue, with the period June-August of 2012 the hottest such period historically on record.
Thursday, September 06, 2012
Why the U.S. Drought is Hitting Harder Than Most People Realize / Commodities / Agricultural Commodities
By: Money_Morning
Chris Martenson writes: This is an important update on the U.S. drought of 2012 and its impact on food prices, water availability, energy, and even U.S. GDP.
Even though the mainstream media seems to have lost some interest in the drought, all of us should continue to be aware of it since its ramifications are far-reaching.