Category: Agricultural Commodities
The analysis published under this category are as follows.
Monday, February 01, 2010
American Grain Harvest Impact on Agri-Food Prices / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The North American Agri-Food harvest is either complete, or almost complete. We say that as much of the corn crop remains still in the field due to being wet, frozen, or covered with snow and ice. For all the best efforts of those involved in the Global Warming Scam, the winter of 2009-10 has been far more powerful than their now clearly questionable documentation would have suggested. Despite the weather, the North American 2009 harvest appears to have been good, with both corn and soybeans seeming bountiful.
Tuesday, January 12, 2010
Rewarding New Decade for Agri-Foods Investors / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
What needed remembering this past week as a goodly part of the Northern Hemisphere sat frozen was that all that cold was a mirage. This cold weather, practically everywhere, was really just cloaking the underlying warming trend of the world. Do not let this cold weather fool you! This phony cold weather does, however, have some hidden dangers. We have been, here in south Florida, under an Iguana Alert. Iguanas, which are illegal immigrants without a natural predator, become immobile at temperatures below 40 degrees. They were falling out of the trees, which made walking under Iguana filled trees dangerous.
Tuesday, December 29, 2009
Agri-Food's Investing to Profit From China and India Economic and Consumer Growth / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Living in Florida, as this author does, often comes with minor problems. As one of the biggest batches of cold, snowy winter storms ravages North America, records of all kinds are being broken. Dallas, as an example, had a white Christmas for the first time in 80 years. But, the UK also has problems. Winter weather there may have damaged the Brussels sprouts crop. Is that not real suffering? Relative to all that, what is our problem in Florida? Cannot remember where we put that pair of socks last year.
Tuesday, December 22, 2009
Marc Faber and Jim Rogers Bullish on Agriculture Because of Fed Created Disaster / Commodities / Agricultural Commodities
By: LewRockwell
Legendary investors Jim Rogers and Marc Faber have similar outlooks on the financial crisis and the efforts of the Federal Reserve to revive the U.S. economy.
What do they think of the Fed's quantitative easing policy? In a word, it is a recipe for disaster.
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Thursday, December 17, 2009
Agricultural Food Production and Arable Land and Water Trends / Commodities / Agricultural Commodities
By: Charles_Maley
“If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place” – JIM ROGERS ON AGRICULTURE
In part one, I spoke a bit about the increasing demand for agriculture due to increasing population over time, and how this is expected to continue. I also mentioned that stockpiles are diminishing and in some markets are making historical lows.
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Monday, December 14, 2009
Agri-Food's and the Global Warming Research Dollars Ponzi Scam / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The Global Warming Scam may finally be on its way to well-deserved oblivion. Take your pick of discrediting events, the snow storms that hit the Midwestern U.S., snow at the start of the Australian Summer, -40 degree temps in Western Canada, or Climategate. The Global Warming Scam appears now to have been nothing more than a giant research dollar Ponzi-like scheme.
Sunday, December 13, 2009
Agriculture Investing, Everybody Has to Eat / Commodities / Agricultural Commodities
By: Charles_Maley
“If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place” – JIM ROGERS ON AGRICULTURE
It sure seems like gold and oil have stolen the limelight when it comes to commodities lately.
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Thursday, December 10, 2009
Rough Rice Soft Commodity Reaches Key Resistance / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
In respect of the current climate conference we take a look at Rough Rice futures (CBOT), with prices influenced by inclement weather – the possible result of climate change. This was recently discussed on CNBC by Mark Sturdy, and those interested may follow this at http://www.cnbc.com/id/15840232?video=1349059964&play=1
Friday, December 04, 2009
Agriculture Commodities Sweet Future / Commodities / Agricultural Commodities
By: Jennifer_Barry
In December 2008, I discussed the rebound in world food stocks. Excellent weather in the second half of the 2008 growing season led to near-record yields. The fall saw a bountiful harvest, especially in grains. At the same time, the global economic slump had crushed crude oil futures, dampening the associated biofuel demand. Most agricultural commodities, including the grains, fell sharply in price.
Monday, November 30, 2009
Agri-Food Companies Are a Good Contrast with Gold stocks / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Over the Thanksgiving holiday driving I-95 in Florida provided some insight into the state of at least some segments of the U.S. economy. I-95 is the major North-South highway on the East coast of Florida. It runs from Miami to Georgia. Driving it from mile marker 47 to about mile marker 300 provides a fairly complete sample of travel activity in the state. Travel activity in Florida is a reflection of economic activity within the nation.
Monday, November 16, 2009
Extremely Low Global Food Storage Balances to Drive Agri-Food's Bull Market / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Bounty is the child of shortage. The grandchild of bounty is also called bounty, and begets again shortage. When those generations are born with fanfare, the world is made well aware of the situation. However, creeping shortages go unnoticed. The latter are also more serious as they reflect structural changes emerging in supply-demand. Globally, Agri-Foods may be giving birth to an era more akin to shortage than bounty.
Friday, November 13, 2009
Sugar Commodity Bears Still Have Energy / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
A Key Reversal Week in early September, which we highlighted in a previous Update, has provided a bearish backdrop to the technical picture of Sugar. It remains the marker of the end of a previous strong bull run and there is still bear risk. Read full article... Read full article...
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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