From Invesco: There are many determinants of stock performance. Corporate earnings, fiscal policy and interest rates can all influence the equity markets. But equity returns are also dependent on where we stand in the economic cycle.
From Dana Lyons: After a decade-long “drought”, grain prices may finally be showing signs of sustaining a rally.
From Invesco: This blog marks the final installment in my “summer school” series on alternative investing. Having covered what alternative investments are, why to consider them, and what might be expected from their performance. This final chapter will offer some thoughts about how investors can incorporate alternatives into their existing portfolios.
From The Edelson Institute: In just three weeks, futures traders became extremely bullish on the price of corn. Normally, I would say that’s an indication the price is too high and due to fall.
From Dana Lyons: After sprouting past key resistance earlier in the month, grain prices are testing their breakout levels — is this the buying opportunity bulls have been waiting for?
From Dana Lyons: In the midst of a decade-long “drought”, grain prices may finally be perking up.
Several weeks back we profiled the largest “Agriculture” based ETP in the U.S. marketplace, as the fund was toiling at 52-week lows before regaining some life throughout late April and the month of May.
The April showers in the Northeast U.S. where we are located have us thinking about the summer growing season and the fall harvest in terms of Agricultural ETPs.
From Taki Tsaklanos: Agricultural markets looked very bullish in February when we wrote 3 reasons why agricultural commodities could start a new bull market. Interestingly, since then, they did break out only to retrace in March.
From Taki Tsaklanos: What is the last time you read an article about the agricultural market? For most investors it will probably be a very long time ago. Is it any wonder that agriculture could be starting a new bull market at this point?
From Jeb Handwerger: Big news hits the fertilizer sector as Bloomberg reports that Potash Corp (POT) and Agrium (AGU) are in advance M&A discussions. If this is true, then it could be a major catalyst for the sector.
Tyler Durden: While the Fed may continue to claim inflation is non-existent, except for those “few” Americans who can’t afford a house and thus have to rent (incidentally, in New York the average rent just hit a record), inflation is all too present
Tyler Durden: Despite the government’s ‘advice’ to young debt-laden students, the tragedy of the American farmer continues with worryingly pessimistic views on the future of the industry.
Since the depths of the last recession, the price of ground beef in the United States has doubled. Has your paycheck doubled since then? Even though the Federal Reserve insists that we are in a “low inflation” environment,