Category: Agricultural Commodities
The analysis published under this category are as follows.
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 .
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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...
Monday, January 12, 2009
Monsanto’s Law Suits, GMO, Commodites and How You Can Profit / Commodities / Agricultural Commodities
By: Mac_Slavo
A recently published story by independent columnist Lynn Cohen-Cole recently, Monsanto Investigator in Illinois Laughs They Are Doing ‘Rural Cleansing' , reports that Monstanto has begun serving warrants on seed cleaners. Though not a well-known profession outside of farming, seed cleaners basically take left over plant material and seperate out the seeds for use in the next season. Because many of these seeds are patented GMO products, farmers are restricted by law from doing this without paying a licensing or royalty fee to the patent owner. Monsanto is targeting the seed cleaners as facilitators of illegal actions. Read full article... Read full article...
Friday, January 02, 2009
Agribusiness ETF Should See Upside Continuation / Commodities / Agricultural Commodities
By: Mike_Paulenoff
One sector that I continue to follow closely is agribusiness, which technically argues for upside continuation from a base-like pattern structure that has developed since early October. A hurdle of key resistance at 29.25/75 in the Market Vectors Agribusiness ETF (AMEX: MOO) should trigger upside continuation towards 35.00-36.00 thereafter.Read full article... Read full article...
Wednesday, December 31, 2008
Agri-Foods Strong Bull Market Investment Fundamentals / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Gold Bugs, and others deemed misguided by the Street, missed out on another one. If they had listened to really smart people, they would have had their money with Bernie Madoff. Are Gold Bugs ever going to truly understanding real investing? You kept your wealth in Gold coins locked away at the bank or in a Gold ETF. You could have had your wealth with some really big name hedge fund-of-funds instead. You too could have had your wealth vaporized. Oh well, maybe you will get it right next time. Read full article... Read full article...
Tuesday, December 16, 2008
Upside Seen for Agribusiness ETF / Commodities / Agricultural Commodities
By: Mike_Paulenoff
The Market Vectors Agribusiness ETF (AMEX: MOO) has spent the past 2 1/2 months or so carving out a base-like formation in the aftermath of a multi-month decline from 66.20 to 20.08 (-70%). The base-like pattern should resolve itself to the upside and will represent the central portion of an intermediate-term recovery rally period that should propel the MOO to 30.00-31.00. Only a break below 25.70 will begin to compromise the developing constructive pattern.Read full article... Read full article...
Monday, December 15, 2008
Agri-Foods Representing Rare Value Investment Opportunity / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
A funny thing happened on the way to the end of commodity investing for all of time. What was it? Commodity prices bottomed, and started going up. Wow, could the Street strategists possibly be wrong? Is that conceivable? Is not oil at $200 as was forecast? No, that's right, they changed the forecast. Oil is now going to $10 in the Spring. Ignoring the inability of the Street to understand that commodities is really composed of three sectors, one of which is Agri-Food, would probably be wise. The other two are mineral ores, like copper and Gold, and energy, like oil and natural gas. Read full article... Read full article...
Monday, November 24, 2008
Agri-Foods and China Stocks Bottom / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
None of us are enjoying the bear market in equities brought on by the collapse of the speculative investing done by hedge funds. On the other hand, it could be worse. You could have your money invested in a hedge fund. Or the worst case, you could be invested in a hedge fund that has frozen withdrawals, meaning you can not get your money out until they decide to give it to you. Read full article... Read full article...
Sunday, November 09, 2008
Agri-Foods Long-term Opportunities Amidst Hedge Funds Deleveraging / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Despite ravages brought on by joyful liquidation of hedge fund industry, Agri-Food prices continue to show superior relative performance when compared to equities. That conclusion is readily apparent from this week's first graph. In it are plotted our Agri-Food price index and the S&P 500. As ignorance of complexity of commodities is widespread among investment community and in particular the business media, investors need to make an effort to be better informed. Commodities are both not a homogeneous asset class and an incredible investment opportunity. Read full article... Read full article...
Monday, October 27, 2008
Bear Market Deleveraging Producing Incredible Value in Agri-Foods / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While a bear market is not fun, we should acknowledge the benefits. First, it will eliminate much of the “hedge” fund industry, those that helped create the mortgage debacle and artificially inflated so many asset prices. Investing will be so much better after they are gone. Second, incredible values are being created in markets as these leveraged funds are liquidated. Investors should be looking at these values, rather than in lemming fashion following those mistaking today for 1930. Agri-Food, for example, is not in any way in the same condition as it was in that era. Read full article... Read full article...
Sunday, October 12, 2008
Hedge Fund Deleveraging and the Real Agri-Foods Trend / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
With the welcome liquidation of much of today's hedge & speculative fund industry, equity markets of the world have been ravaged. Investors, globally, are focused on what or whom will fail today. Death of this massive group of momentum traders, while painful now, is actually a welcome event. For however complex their algorithms and for however powerful their computers, heart of those systems is no more than momentum models.Read full article... Read full article...
Wednesday, October 01, 2008
Agri-Foods Mega-trend Gearing Up from Next Bullish Cycle / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
One lesson of last nine years is that listening to Wall Street strategists is harmful to your future wealth. Doing just the opposite of daily hype of the business media is a good way to enhance your future wealth. Many Street strategists missed, for example, the rally in Gold while the stock market has produced really dismal returns. Now again they are attempting to mislead investors. Collapsing Wall Street firms really have very little to do with what happens in the world. Instead, the bail out plan simply diverts capital to more non productive investments. Read full article... Read full article...
Tuesday, September 23, 2008
Archer Daniels Midland to Lead Agricultural Commodities Higher? / Commodities / Agricultural Commodities
By: Mike_Paulenoff
Archer Daniels Midland Co. (NYSE: ADM) continues to act well -- as a proxy for an extremely oversold and battered agricultural commodity complex. Although the DBA (PowerShares DB Agricultural Commodity ETF) is pulling back today, ADM is doing the opposite. It has hurdled near-term resistance at 24.00/05, and followed through to 24.64 so far this morning. My next upside target is 25.30/50, on the way to 26.00. Only a decline that breaks and sustains beneath 23.90 will begin to compromise today's upside breakout, while a decline that breaks 23.40 will invalidate the breakout altogether. Read full article... Read full article...
Sunday, September 14, 2008
Agri-Foods the Strategic Long-term Investment / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
What happens when bad weather and a structural uptrend come together? The aftermath of Hurricane Ike may give us some insight. This week's chart is of global rice stocks. Rice, as we know, is an important food in many countries around the world. While rice stocks have improved, current stocks are equal to little more than two months of global consumption.Read full article... Read full article...
Wednesday, September 10, 2008
The Agriculture Commodities Time Bomb / Commodities / Agricultural Commodities
By: Money_and_Markets
Commodity prices have pulled back sharply, enough for some market watchers to pronounce the commodity bull "dead." I'll take that bet, because I think we're just seeing a correction in a long-term bull market. What's more, when the next commodity price squeeze comes, it might not be from a sector you'd expect, like energy or metals. It might be food.
I probably don't have to tell you about rising food prices. In the U.S., the cost of groceries rose at an annualized 8.4% rate in July (the latest data available).
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