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From Agora’s 5 Min Forecast: “The cotton market has been very depressed the last few years due to high carryover stocks and lower global demand. All that may be changing. Farmers in key cotton-growing states are rejecting the idea of continuing to grow cotton and are opting for more profitable crops that have lower input […]
Here’s a nicely done article that will take your breath away as it details the commodity markets. Just one after another – soybeans rising on…, cotton jumps on…, oil over $100… – man, you gotta love a bull market!
What a crazy week! Not complaining at all, just trying to hang on and enjoy the ride! Have to be aware that a correction at this point could be sharp and nasty. But no reason to sell on this amount of strength – just fasten your seatbelts! Open Positions Date Position Qty Month/Yr Contract Strike […]
Article in Tuesday’s Financial Times about what’s different about high food prices this time around, and the ramifications that could be felt as a result.
Rogers went on a familiar rampage against US monetary policy yesterday for 750 fund managers in Japan. I think it’s really hilarious how he tears into Bernanke – it never gets old for me. Also interesting to note that although the dollar has tanked quite a bit, he added “you ain’t seen nothing yet.” He […]
Article in today’s Daily Wealth about how the bull market in commodities is hurting the fortunes of food companies. Summary: Gov’t mandates for corn-based ethanol have driven up all grain prices For the forseeable future, consumers will pay more for food The stock prices of food producers have been hammered, as they struggle to deal […]
I say that partially in jest. According to Agora, Chinese demand for Christmas trees is causing a sudden price run-up in Germany.
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