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 [...]
Perhaps it is better to be irresponsible and right, than to be responsible and wrong – WINSTON CHURCHILL I don’t know about you but I think it’s pretty confusing out there right now. How are the government interventions to the financial crisis going to play out? Is the result going to be rampant inflation? Are [...]
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 [...]
Well, you’re on your own, you always were, In a land of wolves and thieves, Don’t put your hope in ungodly man, Or be a slave to what somebody else believes – BOB DYLAN Most traders and investors that I know are quicker to accept data processed from a computer than they are their own [...]
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. [...]
Here’s the thing. If you can’t spot the sucker in your first half hour at the table, then you’re the sucker – MATT DAMON from the movie Rounders I think most of us will agree in order to be successful trading we need some kind of an edge. A good friend or relative who [...]
By Charles Maley and Nick Pingitore I don’t know how to sit outside myself and test against a hypothetical self who stayed home – THOM GUNN I have had the great pleasure of working with Nick Pingitore for the last 10 years. After being a client of mine for over five [...]
Here are some excerpts from our readers favorite posts over the last year or so. If you like the sample just click to read the full post: “Analysis can be equated with poker. Security analysts carefully follow the table talk of the game and examine the up-cards. Although analysts effectively follow and communicate these two [...]
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 [...]
