Commodity Research Bureau: Foods and Softs Outlook

The Contrary Investing Report

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

Remember when the grains and softs were doing moonshots, and every other column here was about bullish news for food prices? Seems like just yesterday I was imploring a much smaller readership base to sugar me sweet. While my favorite soft commodities (sugar, coffee, cotton) remain parked on my wish list as we wait for […]

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Here’s the best explanation I’ve read yet – courtesy of Everbank’s Chris Gaffney – in today’s Daily Pfennig: These investors had to sell some of their higher yielding assets to make up for the losses, and a move toward deleveraging started to emerge. As these first investors sold these assets, their price dropped, forcing still […]

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Editors note: Further discussion of this topic and article can be found on SeekingAlpha.com. I believe that long dated US treasuries are one of the worst investment options available right now. Should we short them? Let’s examine the evidence: Exhibit A: US government debt continues to baloon I wondered last month why the rest of […]

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Top posts from the past week: Stratfor: States, Economies, and Markets: Redefining the Rules Marc Faber on CNBC – October 14, 2008 Warren Buffett: I’m Buying US Stocks Now A review of my futures trades from the previous week: Went long the Swiss Franc – As I mentioned last week, I wanted find a match […]

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