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SECTOR - AGRICULTURAL
SEARCH IN RESULTS »

 
Coffee Update

Imgae of coffee shop placardCoffee isn't like oil - it's discretionary. With peaked production and dwindling inventories, all signs point up. Or do they?

  • The Brazilian crop
  • The Chinese cup
  • Starbucks adjusts its plans
Julian Murdoch Thursday, 03 July 2008
 
Rice Burners
bowl of rice with chopsticksWith corn at record prices (and only widely grown in the Americas), Asia may turn to rice - but not for food.
  • The global staple
  • Ethanol 101
  • The bizarre world of Japanese rice
Julian Murdoch Thursday, 26 June 2008
 
Hog Wild
Hog WildUnraveling the breathless prose of ETF Securities press release.
  • Did pigs miss the boom?
  • The corn and oil supply problem
  • USDA predictions

 

Julian Murdoch Thursday, 12 June 2008
 
Calming Proposals For Volatile Ag Markets
Calming Proposals For Volatile Ag MarketsDelving into the CFTC's new initiatives regarding the disconnect between futures prices and cash bids, as well as market transparency.
  • The role of the index fund
  • Increased margin fees at issue
  • Potential limiting of players
Phil Franz-Warkentin Wednesday, 11 June 2008
 
Orange Juice Derivatives
Orange Juice DerivativesDissecting the volatile yet attractive qualities of FCOJ futures.
  • Orange Facts 101
  • Whither its popularity?
  • Florida vs. Brazil

 

Tom Vulcan Tuesday, 03 June 2008
 
The (Unadjusted) Envelope, Please
Does it seem like economists have had as much success forecasting inflation as novice TV meteorologists have in forecasting rain?
Brad Zigler Tuesday, 20 May 2008
 
Breakfast Index And Profit Margins
Things have piled up on my desk over the past couple of days. I guess that makes up for the lack of clutter on the airport baggage carousel. My bag has, once again, gone AWOL.
Brad Zigler Thursday, 15 May 2008
 
Ag Update

We're in prime USDA report season, the seeds are going in the ground and investors are waffling.

  • Aftermath of the prospective plantings report
  • Crop progress and the biofuels update
  • The rice crisis
Julian Murdoch Thursday, 15 May 2008
 
A Bumper Crop Of Agricultural Products
Managing editor of HardAssetsInvestor.com
Brad Zigler talks turkey about the plethora of
ag products coming to market.
  • Well-timed bonanza
  • Volume tells the story
  • The ETN skew

 

Brad Zigler Wednesday, 07 May 2008
 
An Interview With Bruce Zaro
After the recent commodities correction, one advisor sees opportunities in timber, agriculture and steel (but maybe not gold).
  • Yes, the bull market is still intact
  • Are commodities overbought?
  • Gold breaks its trend line
HardAssetsInvestor.com Friday, 25 April 2008
 
Guns Vs. Butter: Butter Wins

The food inflation problem is only getting worse, and the problem's worst overseas.

  • The Bad News stats
  • Is agflation here to stay?
  • International trade: crazyland
Julian Murdoch Monday, 07 April 2008
 
Ash As Ash Can

Potash imagePotash lives at the intersection of agriculture and mining, and this week is prime time.

  • How the crop report figures in
  • Expectations on the street
  • The China Syndrome
Julian Murdoch Monday, 31 March 2008
 
Ground Beef
The fed-beef industry is about to get a whole lot less competitive, creating interesting times for beef investors.
  • Brazil's beef bet
  • The economics of beef
  • The paradox of corn prices
Julian Murdoch Friday, 07 March 2008
 
Got A Cotton Shirt? You Must Be Optimistic

In the overnight market, March cotton followed through on Thursday's limit-up move, rising 4% and setting the stage for a bang-up Friday session. Higher prices for corn and soybeans seemed to be key supporting factors, though strong technical buying was also noted.

Brad Zigler Friday, 22 February 2008
 
The Good, The Not-So-Bad, And The Ugly

You could say that it's the best of all possible worlds when the worst funds in an asset class crank out positive returns. That pretty much sums up the world of commodity ETFs.

Brad Zigler Thursday, 21 February 2008
 
Explosive (Not The Good Kind) Sugar

The sugar market turned explosive Thursday night, but not in the way bulls would have wanted.

Brad Zigler Friday, 08 February 2008
 
Interview with Kevin Kerr - Part II
Kevin Kerr, one of the world's foremost agriculture commodity traders, surveys the landscape.
  • Why institutions are driving prices higher
  • The impact of China
  • An 8-year bull market
HardAssetsInvestor.com Wednesday, 06 February 2008
 
Short Pork/Long Chicken For Tyson

Judging from the news coming out of Tyson Foods Inc. (NYSE:TSN), I should have spread poultry against pork. But not the way they do it.

Brad Zigler Monday, 04 February 2008
 
Interview with Kevin Kerr - Part I
Kevin Kerr, one of the world's foremost agriculture commodity traders, surveys the landscape.
  • Corn is up, but it may go higher
  • Sugar could be sweet
  • Watch for pullbacks
HardAssetsInvestor.com Monday, 04 February 2008
 
SBUX = Coffee

Starbucks has been a pretty terrible place to be lately. But don’t blame the poor Arabica bean.

  • Coffee 101
  • The China connection
  • Is Starbucks’ stock correlated with coffee prices?
Julian Murdoch Tuesday, 29 January 2008
 
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