Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.
Thursday, August 04, 2011
The Food Crisis War Endgame / Stock-Markets / Food Crisis
By: Andrew_McKillop
Nothing gives better proof of a sure and certain, rapidly growing global food shortage than the simplest
look at how commodity markets have been responding to the US debt crisis, the coming devaluation of
the US dollar, and the merited exposure of Barack Obama as a loser. Stripping away the short covering,
the dollar crisis, inflation fear and all the rest, we find that food prices are resisting a lot better than oil
prices, to the rising likelihood of recession in the western world, and maybe also global economic
recession.
Thursday, January 20, 2011
How the Food Crisis Will Affect Your Portfolio in 2011 / Stock-Markets / Food Crisis
By: DailyWealth
Chris Mayer writes: A story I've been warning about for years is making sensational headlines right now.
It's a story most people don't realize could make a huge impact on all of our portfolios in a number of ways.
Tuesday, April 29, 2008
Food Price Inflation, Monetary Policy & Financial Markets / Stock-Markets / Food Crisis
By: John_Mauldin
The second is by good friend and Maine fishing buddy David Kotok, the chief investment officer of Cumberland Asset Managers ( www.cumber.com ). He was recently in Africa where he met with the head of the central bank of a small country with headline inflation of 10%. The problem is that "core inflation" is 5% and food inflation is 15%, yet accounts for 50% of the GDP. He asked a group of financial thinkers (including your humble analyst) to ponder what that central banker should do. Do you set high rates and target overall inflation or set lower rates and not worry about food inflation.
Read full article... Read full article...