Jeremy Grantham: We Are 5 Years Into a Multi-Decade Food Crisis

The Contrary Investing Report

Investing and Trading News, with a Contrarian, Sarcastic Twist!

In his latest quarterly letter, GMO’s Jeremy Grantham has one-upped Jim Rogers in predicting how long this bull market in agriculture is going to last. “It now appears that we are also about five years into a chronic global food crisis that is unlikely to fade for many decades, at least until the global population has […]

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Yesterday I tried something new – selling covered calls in my IRA account.  It’s a strategy I’ve been reading about, and pondering, for years.  And what better experimental ground than my IRA and this blog! Ideally this strategy should be employed on safe, dividend paying blue chip stocks.  So we’re naturally going off-script in our […]

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by Carl Swenlin Decision Point publishes a daily Tracker report of our 152 Blue Chip list. This list is composed of the stocks in the S&P 100 Index, the Dow 65, and some large-cap Nasdaq stocks. We also track the Top 10 stocks in ths list, ranked by relative strength measured by Decision Point’s proprietary PMO […]

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Yesterday I joined Riskalyze’s Aaron Klein and Financial Bin’s David Domzalski for their weekly edition of Market Matters. The show was a lot of fun – we tore into Facebook for a good bit, then discussed some beaten down commodity plays, along with some dividend growth stocks for our ZIRP world. My wife described it […]

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Jim Rogers shared with the Myanmar Times that he believed their country was “probably the best investment opportunity in the world right now”. “In 1962, Burma was the richest country in Asia. Then they closed and [now] it is the poorest. They are doing the same thing China did. In 1978 China, which had been […]

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by Carl Swenlin On Thursday, ECB President Mario Draghi vowed to do “whatever it takes” to save the euro. This has so far sparked a two-day rally in the global markets led by Europe. In our opinion, what it will take is for people/governments to stop spending more than they make. This, of course, will […]

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Last Friday, Agora Resource Investing panelist Matt Badiali commented that copper’s price performance has been quite strong in the face of economic headwinds from the US and Europe. Today Louis James, Chief Metals & Mining Investment Strategist for Casey Research, takes Dr. Copper’s temperature, concluding that caution may be warranted when looking at copper and […]

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Paul van Eeden, Agora Financial Investment Symposium After a solid week of collective Bernanke bashing, Paul van Eeden had the guts to stroll up to the stage and say: “Ben Bernanke has done an outstanding job of preventing deflation and controlling inflation.” He said this with a straight face, he was sincere, and he managed […]

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Rick Rule moderated Agora’s Resource Investing Debate, featuring: –       Brent Cook, Geologist, Editor of Exploration Insights, a mining and exploration investment letter –       Matt Badiali, Editor of The S&A Resource Report, a monthly investment advisory that focuses on the oil, energy, and mining sectors –       Marcio Rocha Mello, CEO and Founder, HRT Oil & Gas, […]

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Doug Casey, Agora Financial Investment Symposium Just as I was starting to get lulled into a false sense of blogging security, Doug Casey strolled to the stage to stir things up.  I had not written much about the previous two presenters – my leisurely pace was about to change. His talk was not only engaging and […]

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