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The Contrary Investing Report
Investing and Trading News, with a Contrarian, Sarcastic Twist!
Investing and Trading News, with a Contrarian, Sarcastic Twist!
Farmers continue to shift acreage to corn and soybeans. One industry executive estimates cotton would need to top $1/pound for it to be cost competitive with corn and soybeans. So we can do the math – either cotton is going higher, or corn and soybeans are heading lower, but something has to give.
Recent comments from our hero, the Sage of Commodities. Notes: Avoid the dollar Best investments for ’08: commodities and natural resources Don’t give up on Chinese shares yet
A nice little week – good to be back in the win column. Things cooled off later in the week for me, mostly as wheat plummeted in late trading hours Friday morning. However cattle ended the week very strong, which was great to see. My new policy of watching the charts, rather than my account, […]
Thoughts on the commodity futures markets as we put a wrap up on the week: Oil topping 140 as I write – this market continues to defy gravity. Too scary for me to try and play either side of this market. The Fed’s decision to stay put (a real shocker) really put a kick start […]
Video Link My notes: He is VERY concerned with the current levels of inflation. This is striking, as you rarely hear Warren Buffett mention inflation. If he were in Bernanke’s shoes, he would “offer his own resignation”. Still believes the dollar will weaken further over time – mentioned lack of Congressional discipline. Oil price is […]
Check out the solution floated by the CEO of Ryanair. Faaaaaaaaaaaaaantastic.
Nice article here by Kevin Kerr on the basics of the meat markets and trading meat futures. Everything sure is setup for higher meat prices. I think this is a temporary breather this week, as the live cattle charts were going parabolic for the last couple of weeks. I have not checked my account since […]
Geronimo! Gotta admit that, as a renter in an overpriced market, this tickles me just a little bit. Thank you Agora for this fine chart in the 5 Min Forecast.
Hallelujah for our forward looking government leaders, now on the lookout to protect us innocent civilians from those evil speculators who lurk in the night. What fools we were for believing that supply and demand, government mandates for corn based ethanol, and a national policy to turn the US dollar into toilet paper have been […]
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