So Long, Cotton…I’m Just Too Wary of Deflation

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I have to admit – I think the Great Deleveraging permanently seared my psyche. I haven’t been the same since. It’s for the best. Until you live, and invest, through an event like that, I don’t think you can appreciate the awesomeness of the destruction. A history book just doesn’t do it justice. When it […]

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On Tuesday evening, we had our monthly meeting of local Casey Research subscribers. Really sharp investment minds in the group – it’s a real pleasure and treat to chat about a wide variety of finance and investing related issues. The general consensus of the group (fairly contrarian in nature) is that gold and cash are […]

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I hope you had a good, long holiday weekend. I sure did…I mentioned at the end of the week that I’d be blogging when I wasn’t drinking beer. As you can probably infer from my lack of posts, I managed to put back a few with some good friends! Back in the saddle now, I […]

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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 […]

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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 […]

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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 […]

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Jan. 16 (Bloomberg) — Sugar prices rose, posting their fourth straight weekly gain, on speculation that demand for imported supplies will increase this year in China and India, the world’s largest consumer.… Also worth noting: Reduced supplies from India likely will widen a global market deficit that Czarnikow Group Ltd. estimates will be 5.8 million […]

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Sugar’s up big this morning. I can’t find any news justifying or even commenting on the reason for the move. I know funds had been moving some money over to the sugar market, as it is being more heavily weighted on a few commodity indexes. Regardless, sugar has some room to run. It neared the […]

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