Sprott Resource Corp: The Investing Case for Agriculture

Our Archive

Search completed

Tomorrow, I’ll post some latest thoughts regarding inflation and deflation (thanks to reader Dave who rattled my cage on this).  Here’s a small preview – when it comes to agriculture, the price trend looks destined to stay up, no matter what happens with the global economy. I’m attacking the agriculture investment story with renewed vigor. […]

Read More

Regular contributor Sy Harding takes issue with Bernake’s take that inflation is not a concern…he’s dead wrong, says Sy! —- The Fed is Wrong – Inflation Has Arrived Being Street Smart Sy Harding February 17, 2011 Fed Chairman Bernanke says inflation is still benign and not a concern. He’s wrong! And he’s behind the curve, […]

Read More

With cattle prices hitting all-time highs, I decided to take a look at the broader causes for the trend – both short term and long term. To read the full article, please hop over to Hard Assets Investor. *** Where’s the Beef? Cattle Prices Hit All-Time Highs Cattle prices are at all-time highs, thanks to […]

Read More

The New York Times reports that chicken wing prices are – pardon me – flying high! Reason being, restaurants have cut back on their orders for higher priced chicken breasts in favor of wings, which are more perceived as a “cheap luxury”, according to the article. Higher demand, coupled with falling supply…you know what that […]

Read More

A recent piece in The Economist highlighted the recent strength of agriculture prices in the face of the downturn, and the reason for it. Though prices of the meats, grains, and softs are still off their 2008 highs – they’re not off by much anymore – as commodities such as cotton, soybeans, and sugar are […]

Read More

On Saturday, agricultural ministers from the world’s (roughly) eight most industrialized nations, met in Italy to discuss the looming threat of food shortages and a global food crisis. America’s agricultural secretary warned that unless many countries take substantative steps to increase food production, there will be increasing shortages and social unrest around the world. For […]

Read More

As our Fed prints money to battle this current “deflationary spiral”, the economically pragmatic Girl Scouts are bracing their sales force for the very real effects of inflation. Here are some “Fingertip Facts for Girls and Families” listed on the Girl Scouts website, so these brave girls can educate their neighbors about the very real […]

Read More

Bloomberg reports that “In the worst year for commodities in at least five decades, hogs rose 6.6 percent, the second-biggest gains on the Reuters/Jefferies CRB Commodity Index, behind cocoa.” The article quotes fund manager Mark Greenwood: “We’re going to have 3 to 4 percent less pigs next year, and that should be very supportive to […]

Read More

Stratfor reports that the current drop in food prices is likely to be temporary, because falling prices and the credit crunch will reduce supply next growing cycle. The article confirms something we’ve been discussing here at length – the trends which originally brought about the supply/demand imbalance in the grains markets are still firmly in […]

Read More

Categories