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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 […]
Full article Summary: UN says world food production must increase by 60% over next 20 years to meet demand Grain and meat production is extremely water intensive – many areas in the world do not have the excess water to ramp up grains and meats Brazil will be the key – it has 23% of […]
Full story Summary: Kerr believes a sharp correction could arrive at anytime Corn prices are likely to remain high as long as the US gov’t continues to subsidize ethanol Longer term, the bull market in ag commodities should continue for some time
Was out of town this weekend, so I’m late in posting the positions. Not sure even what to say at this point – it’s a pure runaway market. Just hang on and enjoy the ride! Open Positions Date Position Qty Month/Yr Contract Strike Call/Put Entry Price Last Price Profit/Loss 02/14/08 Long 1 MAY 08 Cocoa […]
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?)
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