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Full article, with commentary on Jim Rogers’ current takes. If base metals continue to consolidate, he plans to buy more Rice prices must go much higher to cause supply to rise He expects the dollar rally to continue, because everyone is bearish (including him) He holds the currencies of commodity producing countries, such as Canada, […]
Maybe it’s not time to quit on Rice yet! Sorry – wrong rice 🙂 Close call for me – I had my stop down at 23.50. I was sure I was going to be stopped out, and am glad I hung on and waited to “take it like a man”, rather than just selling around […]
Another good one from Agora – courtesy of their 5 Minute Forecast (if you couldn’t tell, I read this publication religiously): On the other side of the world, extreme drought and telling profit margins have Australian rice farmers switching to growing wine grapes. Australian rice? Yeah, that’s what we thought, too. But the reduction in […]
Well…duh. Full story Summary: US retail prices in 2007 rose about 4% – highest gain in 17 years Similar gains expected for 2008 Reduced production of meat and poultry expected in 2009 (our next investment theme, maybe?)
Full stories: Theglobeandmail.com Bloomberg Summary: Potash CEO William Doyle says grain farmers need to harvest record crops every year to meet demand and avoid famine Potash execs are so confident in long term demand that they considered taking the company private in mid-January “We need a record crop in 2008 just to stay even with […]
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