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A nice Jim Rogers audio interview (I think on the exercise bike, of course) by the guy(s) at Future Money Trends. Here’s the link to the video below, with a hat tip to The Daily Crux for the link that I saw. Jim discusses: His career advice for new college grads – he’s prefer you […]
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 […]
One of my favorite commodity analysts to track is Jurgens Bauer, especially for his thoughts on the softs. I used to frequently post links to his columns when, I think, he wrote for Barchart.com, or was at least syndicated through them. He’s since moved on, and I was happy to see his name popup as […]
The severe supply/demand imbalance in sugar fundamentals has propelled sugar prices to a 28-year high. The big driver of the rally has been India – which, as we reported earlier this year, has turned into a net importer of sugar. As you can see below, sugar prices are starting to go “parabolic.” Commodity rallies typically […]
It’s been a manic start to the week for commodities and currencies…deflation was “back” yesterday, with investors running back to the dollar…and today inflation was the focus, with the dollar getting dumped! Last evening, we observed that sugar was standing tall amidst an across the board selloff in commodities. Well today, that strength carried through […]
Marc Faber says that investing in agriculture today will be like investing in oil in 2001, when it was priced at $17/barrel, according to The National Post. Faber says that record low inventories, declining agricultural productivity, and increasing demand for food will drive prices higher. The falling productivity line is especially interesting…Faber says productivity in […]
If you have the majority of your savings in US dollars, this may be the most important insight you ever hear from Jim Rogers. In an interview with Bloomberg from this morning, Rogers said: “We’re going to have a currency crisis, probably this fall or the fall of 2010. It’s been building up for a […]
This morning, I authored a guest piece for the folks at Commodity News Center, breaking down the recent sugar rally. Regular readers will be quite familiar with the fundamental factors discussed. I always try to constantly re-examine my assumptions to make sure I’m not falling in love with a trade – if you’ve got a […]
Milton Friedman said that inflation is “always and everywhere a monetary phenomenon.” Judging by the recent price action in many of the soft and agricultural commodities, they appear to agree. Ben Bernanke, a student of the Great Depression, is making a bet the Friedman was wrong. Bernanke believes that because Friedman did much of his […]
Sugar Futures Surge to a 6-Month High Sugar futures rallied nearly 4% on Friday, over half a cent, to close the week at 14.18. Looks like we’ve got a new breakout to the upside! Sugar futures continue their steady climb. (Source: Barchart.com) The market continued to focus on the news that India may turn into […]
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