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Peter Byrne: Steve Hansen of Raymond James sees the potash market as a barbell, with a handful of large incumbent producers on one end and dozens of junior miners clustered at the other. In this exclusive interview with The Energy Report, Read more…
Jared Cummans: While most traders have kept their eyes glued to high profile commodities like gold and crude oil,wheat futures have been on an absolute tear. Three different kinds of wheat futures are up more than 10% in the trailing week, with standard wheat futures Read more…
Joseph L. Shaefer: In a recent article, “A Skål to Old King Coal,” I discussed the shortsightedness of many investors in abandoning fossil fuels in favor of technologies that may one day provide renewable (and cleaner) energy but, today, account for less than 10% of all energy generated for heating, cooling, Read more…
Jared Cummans: The agriculture sector has long been a popular place for commodity trading. After all, it was with agricultural futures that commodity trading got its start. Farmers had originally used these contracts to help offset any losses in crop yields. Now, the agricultural space has blossomed into a Read more…
Brian Sylvester: As the market sloshes around, gold is searching for its identity. It has played currency hedge and equity adeptly at different times this year. While other investors wade through the confusion, Brian Ostroff, managing director of Montreal-based Windermere Read more…
Tony Sagami: Happy 7 BILLIONTH birthday! I may be getting gray and old, but I’m not that old! Those birthday wishes go to everyone on the planet, actually, as the United Nations Population Fund estimated that the global population hit 7 billion on Halloween night. Read more…
Jared Cummans: If Jim Rogers has taught us anything, its that agriculture exposure is a must for any investment portfolio. But buying corn or soybean futures and rolling on a steady basis seems impractical for keeping allocations to what might make up 1% of your overall holdings. Beyond futures products Read more…
Zig Lambo: It may not sparkle or shine, but fertilizer has a bright future. In this exclusive interview with The Energy Report, Bruno del Ama, CEO of Global X Funds, tells us why investors should be looking at this “growing” industry and how his company’s new global fertilizer and potash ETF Read more…
Larry Levinson: China, which already is the largest buyer of raw materials on the world stage, is reportedly adding U.S. corn to its shopping basket. Read more…
Justice Litle: Farmland has produced extraordinary returns these past few years — a big-picture trend that could continue. There is an old saying among traders: “If you’re going to bet the farm, be sure to have two farms.” Read more…
Tim Seymour: Between corn and rice, food prices seem to be building up strength again. This could challenge the thesis that inflation in emerging markets has been defeated. Read more…
Although concerns remain over debt issues, corporate profits have come in pretty strong over the past few days as the summer earnings season kicked off without a hitch. The news has been especially good for companies in the industrial sector as railroad operators such as Union Pacific Read more…
Indices opened higher yesterday after a nice three-day move from $129.63 to about $133.15 yesterday, then slowly traded a bit lower for an inside day. Some leading stocks had some exhaustion gaps that normally lead to a new base, including VMWare, Inc. (NYSE:VMW), Apple Inc. (NASDAQ:AAPL), Wynn Resorts Limited (NASDAQ:WYNN). It’s normal for these types of stocks to run into earnings and then Read more…
George Wolff: Why have we have all suffered through those “Pain at the Pump” TV news stories? Well, for Americans, ballooning gas prices are a key pressure point of consumer price inflation. Read more…
The SPDR S&P 500 ETF (NYSE:SPY) was as high as $130.88 pre-market, but it was a classic case of buy the rumor after the Greek austerity deal passing became official. SPY it traded as low as $129.70 before rallying. It was a nice short the open for a trade, although I am still short some SPY. Several groups have provided the impetus for this market to hold itself together. The banks have been strong after Read more…
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