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Cotton futures have quietly dipped to their lowest levels in two years, prompting our “contrarian alert” to sound. King Cotton, since rocketing to levels not seen since Reconstruction, has since plummeted: Cotton spikes, and crashes. (via Barchart.com) Two months ago we mused that cotton and rice, both off significantly from their highs, may have piqued the interest of […]
Welcome aboard the commodity bull, Jeremy Grantham! In his latest quarterly outlook letter, the acclaimed money manager (and excellent newsletter writer to boot) laid out a very convincing case for commodities. You can read Grantham’s Q1 2011 letter here (for Part I) and here (for Part II). I found these points of his to be […]
Beijing remains concerned about corn supplies, especially in the medium to long-term, the South China Morning Post reports, as China is becoming a big-time importer of corn: “China’s net import of corn could exceed 20 million tonnes in three years,” said Liu Xiaobo, a Shanghai-based food analyst from Everbright Securities. “Most of the corn imports […]
Jim Rogers may like gold – but he LOVES silver. “I would rather own silver than gold,” Rogers tells India’s ET Now “Silver is still 40 percent below its all-time high. So silver has not been any sort of great bubble compared to perhaps some other assets we know.” (Source: Moneynews.com) And Jim, an agricultural […]
Super trader Dennis Gartman shares his top 3 trades for 2011 with CNBC: No big surprise that the Gart-Man still digs agriculture and things that “would hurt if dropped on your foot,” as he loves to say. Hat tips to The Daily Crux and Investment Postcards for the link!
One of the biggest mistakes that I personally have made as an investor over the past 18 months has been underestimating the power of the reflation trade. While you probably know I’ve been a big time commodity bull since 2004 (and had a lot of success in agriculture especially), I “lost my way” after getting […]
Here’s the latest Jim Rogers interview on Bloomberg: http://www.youtube.com/watch?v=c-vd1-Ec2FY A short bit with another clueless interview, so there’s not too much new: Still likes commodities for another 5-10 years (based on the secular bull market beginning in 1999) Thinks gold will top $2,000 by the end of the decade, thanks to money printing Jim notoriously […]
Our friends at Hard Assets Investor just conducted an interview with our commodities hero, Jim Rogers. Some quick hits from the interview: He’s still long sugar – but wouldn’t buy more right now Rogers is still bullish on oil over the next decade He continues to like China Not short Treasuries yet, but hopes to […]
On Friday I was having a discussion with my friend about inflation, speculating about what may happen to stock prices if inflation were to take hold. Both of us are big fans of Marc Faber, so we were discussing the scenario that Faber has been predicting – that if cash is about to become trash […]
Gold Featured on…Saturday Night Live!? The latest sign that the gold market may be a little overheated right now…Saturday Night Live’s Weekend Update featured investment analysis from Scrooge McDuck! http://www.nbc.com/saturday-night-live/video/clips/update-scrooge-mcduck/1165594/ Shout out and thanks to my good buddy Super Joe for sending this one along! New Reports of the Dollar’s Demise: Greatly Exaggerated? From London’s […]
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