Category: Agricultural Commodities
The analysis published under this category are as follows.
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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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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