Category: Agricultural Commodities
The analysis published under this category are as follows.
Monday, November 02, 2009
Agri-Food Commodities Continue to Defy Forecasts by Trending Higher / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
As time is moving rapidly toward the end of the calendar, thoughts tend to go to that which was accomplished during the year. Perhaps this year we might reflect on that which did not happen. A year ago, the outlook for the future was fairly gloomy. In the Western economies, the policies of the cental banks, and in particular the Federal Reserve, were abject failures. While the outlook for the Western economies continues fairly dismal, at least we do not seem to be falling further into an abyss without hope.
Sunday, October 25, 2009
A Billion Hungry Mouths, China’s Grain Demand Could Explode / Commodities / Agricultural Commodities
By: Sean_Brodrick
While most commodities have blasted off, agricultural commodities have lagged the rally. I think that’s going to change in a big way, thanks to a country with a billion hungry mouths and plenty of cash. I’m talking about China. And I have three picks to play China’s growing hunger.
Friday, October 23, 2009
Five Reasons to Buy Agriculture Stocks Now / Commodities / Agricultural Commodities
By: Q1_Publishing
The window of opportunity is still wide open.
When the markets were in a state of confusion last fall, we tried to keep our heads level and focus on the future.
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Tuesday, October 20, 2009
Global Recession Ending Good News for Secular Agri-Food Trends / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
This past weekend while reading Barron’s we were delighted to find that another researcher had discovered Agri-Food investing. However, the recommendations were fairly indicative of someone early in the discovery process. We think that is the case with many investors. They have been waiting to have the story verified by stock prices. That has been done.
Monday, September 21, 2009
China Wealth Expansion Driving Agri-Food's Mega-trend / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Bump and grind economic numbers might suggest that the Western economies, including the U.S., have seen the worst of the economic slide. Despite that appearance of an economic bottom, that the economic policies of the Obama Regime are a failure, and will continue to be a failure, is now increasingly obvious. When nations like China and India are demonstrating superior economic performance perhaps the time has come to either, one, jettison the bumbling economic policies of the Obama Regime, or, two, look elsewhere for opportunities.
Monday, September 07, 2009
Agri-Food Stocks Tied to Positive China Economic Trends / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
For more than a decade investors have been misled. Was the misinformation intentional? Was the misinformation simply due to ineptness? Whatever the cause, the business media, the Street, and many advisors have not served investors well! This author, like many of you, has listened to countless hours of investment gurus talk. We have all read millions of words written in print about how to invest, as advised by experts. How many of them told us ten years ago that future returns in the U.S. equity market would be negative? Go ahead, name two. Not two that you read, but two that were presented by the main stream media.
Monday, August 24, 2009
Agri-Food's impact of Indian Drought and Contracting U.S. Farmland Acreage / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Years have passed since investors seemed to pay attention to anything other than the latest short-term, but irrelevant, number of the day. Perhaps the ESPN approach being applied to business news is part of the reason for that. What might happen next week or next year seems of little concern. However, next week and next year have a habit of becoming today over time.
Monday, August 10, 2009
Food Crisis and This Years Indian Rice Crop Failure Impacts on Agri-Food Investments / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Sometime people do learn from history, though the number that intentionally do so are few. Perhaps one of the largest groups of people that seem to lack the ability to learn from history is composed of economists. The facts that they choose to intentionally ignore are near mind boggling. Two asset bubbles, technology and housing, were claimed to be non existent, until they collapsed. Now, that same group of myopic number crunchers believes that economic growth in Western economies is about to reignite. Is some skepticism appropriate?
Friday, August 07, 2009
Agricultural Commodities Trading, Retreat in Wheat Does Not Look Complete / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
The long term Wheat chart has twice tried to overcome its 23.6% recovery level and failed. Notable weakness in June put bulls firmly on the sidelines, and there remains good potential for further shorter term losses.
Friday, July 31, 2009
Why Food Prices Are Set To Rocket / Commodities / Agricultural Commodities
By: Uncommon_Wisdom
Sean Brodrick writes: China leads the world in many things, including the amount of ground lost to desertification or ecological disaster.
At the same time, the Chinese are changing their eating habits … eating more food and especially more beef. As a result, despite bumper crops, China is becoming more at risk of being unable to feed itself.
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Monday, July 27, 2009
Agri-Food's Investing Bypasses Illusory Stimulus Driven Economic Growth / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Some, and perhaps more than we imagine, economic sectors are immune to the failing economic policies of the Obama Regime. Those industries being driven by the dominant global trends should be somewhat resilient to the ongoing economic problems of the U.S. However, none will totally escape as the U.S. is such an important economic center of consumption. How do investors escape this reliance on U.S. economic activity level? The answer is, quite simply, Agri-Food.
Saturday, July 25, 2009
When to Buy Stocks on Bad News / Commodities / Agricultural Commodities
By: Q1_Publishing
The old Wall Street adage says to “buy on bad news, sell on good news.”
This simple strategy paid off well for decades.
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Friday, July 24, 2009
Agricultural Commodities Bull Market / Commodities / Agricultural Commodities
By: Uncommon_Wisdom
Sean Broderick writes: World cereal prices hit record highs in 2007 and in the first half of 2008. Consequently, food prices spiked, which in turn triggered riots in dozens of countries along with a series of food export bans. Since then, prices have fallen due to a good harvest in 2008.
So does that mean we don’t have to worry about the global food supply anymore? Not by a long shot!
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Friday, July 17, 2009
Soft Commodities Trading, Sugar Strength May Be Sapping / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
Sugar is one of the Softs that has been performing very well over the last few weeks. However, certain bull targets have been reached/exceeded and we are looking closer now for a pullback phase.
Monday, July 13, 2009
BRICA Wealth Demand Driving Long-term Agri-Food's Mega-trend / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While visions of economic stability and other fantasies dance in the heads of the elves at the Federal Reserve and those in the Obama Regime, the financial markets seem to be losing momentum. Both equity markets and Gold have succumbed to the Summer heat, wilting under the Sun. But sorry that is not global warming, that is just Summer.