Attention Commodity Shoppers: Cotton’s Blue Light Special

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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 Two months ago we mused that cotton and rice, both off significantly from their highs, may have piqued the interest of […]

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Sovereign Man Simon Black gave a nice breakdown of seven bullish fundamentals for agriculture in the years (and even decades) ahead: On the demand side: 1) World population isn’t getting any smaller for now. Even some of the most Malthusian models show a continued rise in global population for the next few decades until peak resources and […]

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