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SECTOR - AGRICULTURAL
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Bearishly Bullish On Corn
Generic chartHardAssetsInvestor.com's Managing Editor Brad Zigler unearths what the recent Midwest flooding means for crop harvesting, in dollars and cents.
  • Comparing flood years
  • What's the upside?
  • The behavior of wheat
Brad Zigler Saturday, 28 June 2008
 
Soybean Crush Crushed

Summer must have started, judging from the state of the soybean crush. Processing margins were, well, crushed to the year's lowest level by the time the markets closed yesterday. Going into the week, processors like Archer Daniels Midland (NYSE: ADM) and Bunge (NYSE: BG) had been eyeing gross margins averaging a shade under 7%. At the bell yesterday, the profit potential in the November/December spread had collapsed to less than 5%.

Brad Zigler Thursday, 05 June 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
 
Rained Out: No Pure Corn Play

Among bull markets, corn is still a king. Other agricultural commodities may be swooning, but corn's holding its own. May CBOT futures are up nearly 38% year to date.

Brad Zigler Monday, 05 May 2008
 
Profit Margins Whittled This Week
A lot of truckers jammed into the District of Columbia this week to protest high fuel prices. Hundreds of 18-wheelers circled the National Mall.
Brad Zigler Thursday, 01 May 2008
 
Squeezing Profits Out Of Oil
Economic machines are like gizmos in the physical world: Increase the cost of the inputs and a machine's profit-making efficiency is bound to be compromised unless the price of the outputs can also be raised.
Brad Zigler Thursday, 24 April 2008
 
The Price Isn’t Right
Why are cash prices and futures prices different in the agricultural markets?
  • The impact of ETF assets
  • Barge prices and Hurricane Katrina
  • Academic analyses
Eli Neusner Thursday, 17 April 2008
 
Volatility Cuts Into Profits
Yesterday's rally in the petroleum and soybean complexes drove up input costs, cutting into refiners' and processors' margins. The oil patch got the worst of it, though, as the NYMEX May/June crack spread shrank by more than $6 per barrel to $33.21. At that level, refiners capture a gross profit of 10% from each barrel of oil. Last week, the profit margin stood at 12.5%.
Brad Zigler Thursday, 10 April 2008
 
Ag Getting Too Risky?
Too much of a good thing. That's the best that can be said about this morning's USDA report on planting intentions for wheat and soybeans.
Brad Zigler Monday, 31 March 2008
 
Profits In Process Again
Volatility in the oil patch seems to have shaken things up favorably for refiners. Profit margins, measured by the May/June crack spread, have rebounded from a year-to-date low of $28.28 per barrel, or 8.7%, set two weeks ago.
Brad Zigler Thursday, 27 March 2008
 
Soybeans & Roller Coasters
Soybean prices whipsawed last week, as consumers weigh one oil against another in the era of food price inflation.
  • The nature of the rise and fall
  • Palm oil – the cheap spoiler
  • China (surprise!)
Administrator Tuesday, 11 March 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
 
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
 
The New GreenHaven Commodity ETF Examined

A new ETF tied to the old CRB index offers a different take on the commodities market.

  • Huge focus on agriculture and softs
  • How it compares to GSG and DBC
  • Watch the expenses carefully
Julian Murdoch Monday, 28 January 2008
 
Where's The Confetti?

Back in October (in "Beans In The Teens") we speculated on the possibility of soybeans taking out their 1973 record-high prices.

Brad Zigler Monday, 14 January 2008
 
An Interview With "Trader Vic"
Victor Sperandeo … aka “Trader Vic” … is one of the most famous commodity traders in the world. In an exclusive HAI interview, he offers his insights on the best opportunities in the commodities market today.
  • Gold is going to $1,000/ounce … soon.
  • Almost nothing can stop the commodities boom.
  • Oil is not the place for aggressive traders.
HardAssetsInvestor.com Monday, 14 January 2008
 
Not So Sweet: U.S. Sugar Sales To Asia Unlikely To See Boom

Will the U.S. find future prosperity in selling low-tech commodities abroad to countries manufacturing high-tech products?

  • The situation with sugar indicates otherwise
  • A global sugar surplus continues
  • Stiff competition from other countries
Maureen Nevin Duffy Friday, 21 December 2007
 
An Interview With Michael Metz
Michael Metz, chief investment strategist for Oppenheimer & Company, lays out his opinions on each segment of the commodities market.
  • Bullish on oil, bearish on alternative energy
  • The dollar has hit bottom
  • Agriculture looks good, gold may look better

Matt Hougan Thursday, 06 December 2007
 
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