I have posted several articles on what I believe to be one of the best opportunities to make money in quite some time. The theme is to invest in agriculture for the long term. This is not a trading idea, and in fact there is technical evidence as well as cycle pressure that indicates a correction into March [...]
I have written a number of times about the opportunity for investment in the agricultural sector of the commodities markets, if one has patience for a long term investment. I think it is postured to compete with any other asset class for risk adjusted returns over the next several years. Global governments have gathered debt [...]
Common sense is the knack of seeing things as they are, and doing things as they ought to be done – C.E. Stowe I commented back on August 31st about the fact that we see bubbles everywhere, and that the US Bond market was the next victim. My opinion was, that although I would [...]
As one watches the day to day advice on CNBC, you will notice that we are inundated with stock advice. Bank of America this, Goldman Sachs that, and of course Apple Computer will run the world shortly. But when it comes to commodities, they are rarely explored with the exception of gold, copper and oil. [...]
Common sense is the knack of seeing things as they are, and doing things as they ought to be done – C.E. Stowe The American media is officially obsessed with sensational terminology when describing the financial markets these days. Nothing trends, it either explodes higher or melts down. We have “flash crashes”, a [...]
If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place – JIM ROGERS ON AGRICULTURE In my last post I talked a bit about the most recent developments in the agriculture market and how I [...]
If you can tell me something else where the fundamentals are so attractive…I’d be happy to put my money there, but I don’t know of any other place – JIM ROGERS ON AGRICULTURE Back in mid December, I had posted a two part series on the agriculture sector. I tried to point out several developments [...]
With all the conflicting forces in the markets today it is difficult to see where real long term value might be hiding. No one is hard pressed for opinions about what to buy or sell, but a large percentage of those opinions are based on short term momentum ideas and not long term value. So [...]
I think it’s time to talk about Natural Gas again. A few months ago I wrote on the possibility that Natural gas was nearing a bottom in spite of the record supplies. On April 1st I wrote: “Everyone hates natural gas right now and rightfully so. It has been in an extended down [...]
I know that you believe you understand what you think I said, but I’m not sure you realize that what you heard is not what I meant – Robert McCloskey If you really think about it, the Euro is as much of an experiment as it is a currency. As I mentioned in my previous [...]
