Category: Agricultural Commodities
The analysis published under this category are as follows.
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.
Sunday, July 12, 2009
HR 2749: A Stealth Agribusiness Empowering Act / Politics / Agricultural Commodities
By: Stephen_Lendman
America is the truest example of what George Bernard Shaw meant when he said "Democracy is a form of government that substitutes election by the incompetent many for the appointment by the corrupt few." Obama is upholding the tradition and then some.
In fact, in less than six months, he's done the impossible. With congressional Democrats, he's compiled a worse record than even his fiercest critics feared, worse than George Bush, straight across the board on both domestic and foreign policies that include:
Monday, June 29, 2009
Government Regulations to Force Agricultural Food Prices Higher / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The American Clean Energy and Security Act of 2009 (ACES), a 1,300 page yet to be written law based on clearly and widely acknowledged junk science, has been passed by the U.S. House of Representatives. Few sessions of the U.S. Congress have been able to pass two major pieces of extremely bad and damaging legislation in such a short time. However, even in a law as bad as this one we should be able to find some ways for investors to profit.
Monday, June 15, 2009
Chinese Consumption of Agri-Foods has Changed the Dynamics of the Global Agri-Food Situation / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The governments of China and Russia keep trying to get the attention of the Obama Regime. With a “Money Grows on Trees” attitude, those overtures on the desperate financial situation of the U.S. are being ignored. When the IMF cashes the first checks from the central banks of China, Russia, and Brazil, the trend toward the demise of the U.S. dollar will be validated.
Monday, June 15, 2009
Strong Fundamentals Add to Technicals of Agriculture ETF DBA / Commodities / Agricultural Commodities
By: Mike_Paulenoff
Here is the big picture of the PowerShares DB Agriculture ETF (NYSE: DBA), which is an ETF comprising agricultural futures products such as corn, wheat, and soybeans.
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Tuesday, June 09, 2009
New Upleg for DBA Agriculture ETF / Commodities / Agricultural Commodities
By: Mike_Paulenoff
All of the action in the PowerShares DB Agriculture ETF (NYSE: DBA) off of the June 1 recovery high at 28.87 into yesterday’s low at 27.71 looks to me like it represents a completed pullback atop a powerful upleg off of the March low at 22.37. If my work proves correct, then the DBA has pivoted to the upside into a new upleg that should revisit and hurdle 28.87 on the way to 29.50-30.00. Only a plunge that slices beneath 27.20 will begin to compromise my near-term scenario.
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Thursday, June 04, 2009
Agricultural Commodities Trading: Wheat Retreat Keeps Base Incomplete / Commodities / Agricultural Commodities
By: Seven_Days_Ahead
An initial recovery in Wheat prices last year was subsequently almost completely reversed. Another attempt has reached the area of the previous recovery high, but bulls have lacked the s/term courage to push higher. However, the current pullback may be just the opportunity to jump on board before the next try.
Monday, June 01, 2009
Investors Rediscover the Commodities Bull Markets / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
May was the month when investors rediscovered both the beauty and the reality of commodity investing. With the fantasy of deflation fading into the background under the deluge of fiat credit by central banks, and in particular the Federal Reserve, commodity prices have been reborn. That renewal of investor interest was fueled by two factors. First, the Obama Regime’s wealth confiscation is to be accompanied by massive political patronage requiring the Federal Reserve to monetize some two trillion dollars more in debt. Second, that the center of the economic world is not an economy with two bankrupt auto companies and disabled banks, but rather is in Asia where China is creating massive amounts of wealth.
Saturday, May 23, 2009
The Biggest Reason to Get Excited About Investing in Agriculture / Commodities / Agricultural Commodities
By: DailyWealth
Chris Mayer writes: There is some mind-bending stuff percolating in the agricultural markets. In fact, the setting recalls the one that set off the big move in oil prices in recent years... Read full article... Read full article...
Monday, May 18, 2009
Deflation Runs into the Brick Wall of Chinese Agri-Foods Inflation / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
The road to deflation was a short one. It ran smack into reality. That reality is that the rest of the world does exist, and that North America is not the center of tomorrow's universe. The bursting of the credit fed hedge fund mania did yes hurt all markets. But, some of those markets are again being influenced by their structural, and longer term, dynamics. That China has not collapsed into a recession anywhere near the magnitude experienced by Western economies must come as a shock to many economists and strategists. They were wrong. That they do not understand the secular dynamics at play in Asia is now fairly obvious. In tomorrow's economic world, North America is slowly becoming a side show.
Sunday, May 10, 2009
Monsanto: Seeds of Truth / Politics / Agricultural Commodities
By: Submissions
Sheila Samples writes: I have learned over the past decade if I want to know what's really going on in the United States, I have to cruise through the foreign media to see what's creating a furor or causing a stink. So, while searching for the status of Spain's on-again, off-again criminal proceedings against six Bush Administration war criminals, this headline in Der Spiegel caught my eye -- "Frankenfood Ban is Neither Populism nor Panic-Mongering."
Tuesday, May 05, 2009
Positive Enviroment for Agri-Foods Continues to Manifest Itself / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Sufficient time has passed since the joyful bursting of the hedge fund bubble to allow for us to begin to assess what is rising from the ashes, and what will not. We can be fairly confident that what went on before will not be what goes on next. Financial markets rarely repeat the same mistakes immediately. Enough time must pass to allow all to forget the previous transgressions. Technology stocks did not rise again to lead in the last run in the financial markets. Banks and finance companies will not lead in the next. Financial markets will be seeking out new themes. Investors need to dig around, perhaps in the dirt, for the those next sets of investment ideas.
Thursday, April 30, 2009
The Monsanto Connection / Politics / Agricultural Commodities
By: Robert_Singer
I recently published an article “Grandmother Scores Huge Victory over Monsanto”.
The article was a magnet for controversy because I claimed the best way to fight Monsanto and HR 875 was by growing your own food and saving seeds.
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Tuesday, April 21, 2009
Agri-Foods an Offensive Investment Strategy Against Inflation / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Where to put your next egg? That question receives a lot of thought by investors as the Bernanke/Obama Bear Market continues unabated. As always with complex questions , some simple answers exist. For example, if you had put your nest egg in eggs, one would have done better than the U.S. equity market. That is one of the many messages in our first chart this week. It portrays the return on the more important Agri-Food commodity prices compared to the S&P 500 and oil over the past two plus years. The mean return on this basket of commodities for this period of measurement is +9% versus -15% for the S&P 500.
Wednesday, April 15, 2009
Jim Rogers Favourite Commodities Investments / Commodities / Agricultural Commodities
By: DailyWealth
With Matt Badiali
Q: Do you think Jim Rogers is right to be buying agricultural commodities now? – A.M.
Wednesday, April 08, 2009
Agri-foods and New Industries Arising from the Bear Market Carnage / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
Are investors still looking over their shoulders? Many seem to still being doing so. They are still focused on where the markets have been, rather than where elements of the market might be going. Rather than looking for tomorrow, they are mired in yesterday. Who cares which Western bank remains in trouble? Those market prices of a year ago, inflated by the hedge fund mania, are interesting, but irrelevant. New sectors and industries, such as Agri-Food, are already arising from the market carnage. Investors should focus on that which will be rather than that which has been. Read full article... Read full article...