Category: Agricultural Commodities
The analysis published under this category are as follows.
Friday, April 16, 2010
Investing in Agricultural Commodities Inflation Mega-Trend / Commodities / Agricultural Commodities
By: Nadeem_Walayat
The following is an excerpt form the Inflation Mega-Trend Ebook Page 48-49 (FREE Download) on investing in the agricultural commodities inflationary mega-trend.
Stocks and Commodities have boomed following the March 2009 lows, but grains have NOT ! They are STILL trading near the lows and therefore the grains are presenting one of those once in a life time mega-trend buying opportunities right now ! Read on....
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Monday, April 12, 2010
Where Will the Food Come From to Satisfy China's Growing Consumption? / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
While out this week shopping at your favorite food store, do something for one of your grandchildren. Use that fancy cell phone to take a few pictures of those food stores. Be sure to get several of the store front with people entering. With those pictures you may be able to convince your disbelieving descendants that a time did exist when grocery stores did not have armed guards.
Monday, March 29, 2010
Agri-Food Stocks Sector Positive Trends Supported by 2.4 Billion China India Consumers / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
“Fla. jobless rate reaches record 12.2 pct in Feb” is the headline from an Associated Press report of 26 March. In short, one out of eight workers is unemployed. Per the author of this article, M. Merzer, in excess of 1.1 million Floridians are out of work. Rather than creating jobs, the Obama Regime and a dysfunctional Congress have focused on nationalizing the U.S. health care system. The articles on the health care nationalization have tended to miss the obvious. Given the higher expenses and write offs being announced by major U.S. businesses, the first to feel the impact of Obamacare will be those being laid off because of it.
Tuesday, March 16, 2010
Agri-Food's Stock Rotation Expectations for 2010 / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
THE benchmarks chosen by a nation say a lot about the future that nation will have. In the U.S. we seem to have chosen as one benchmark how often the central bank can create an over inflated stock market. Or, success is the percentage of the nation's mortgages financed by the government. Those benchmarks are reflected in the dismal leadership at the Federal Reserve.
Monday, March 01, 2010
Agri-Food Stocks Greatly Outperforming the Stock Market Indices / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
We continue to periodically hear, or read, the word commodities flow from the mouths, or the keyboards, of those not very well informed. By now, China was to be in the midst of a massive recession and commodity prices were to be selling for a pittance. Rather, what we learned is that the gurus of the Street really know little or nothing of China or commodities. We wonder how iron ore prices at 18 month highs fit into those forecasts.
Thursday, February 18, 2010
Agri-Foods Boom, Africa's Land and Family Farms Up for Grabs? / Politics / Agricultural Commodities
By: Joan_Baxter
Over the years many Big Ideas have been imposed on Africa from outside. The latest is that the region should sell or lease millions of hectares of land to foreign investors, who will bring resources and up-to-date technology. None of the blueprints has worked, and African farmers have become increasingly impoverished. It is time for Africans to turn to their own histories, knowledge and resources.
Tuesday, February 16, 2010
United States Heavy Snowfall Impact on Agri-Food's Harvest and Planting / Commodities / Agricultural Commodities
By: Ned_W_Schmidt
We admit to having been gullible at points in our life. Yes, we have believed stories that on reflection made very little real sense. That is the human part of us, a tendency to believe that others would not intentional mislead us. Perhaps we have leaned from our mistakes. We are not ready to listen to those telling us that the cold weather all around the Northern Hemisphere is due to global warming. We are beginning to suspect that Climate Evangelists and Keynesian economists have a common belief. They both think pigs can fly.
Wednesday, February 10, 2010
Jim Rogers Expects Agricultural Commodity Prices to Shoot Up / Commodities / Agricultural Commodities
By: LewRockwell
Globally renowned commodities expert and investor Jim Rogers says world’s focus in the coming years is going to be on agricultural commodities and food prices.
According to him, the prices of agricultural commodities and food are going to continuously rise in the coming years. “Commodity prices are going to shoot up. The challenge is that people are eating more foods these days. But the supply of food products is coming down,” he said.
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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...