The need for food is unrelenting and universal. It has been the force behind mass migrations and wars. English cleric and scholar Thomas Malthus (1766-1834) was fascinated by the relationship between population and food. He… Read More
Corn Crash Is Long-Term Buying Opportunity
Grains have taken it on the chin lately. Corn, wheat and soybeans have gotten crushed as nearly perfect weather conditions and the expectation of bumper crops in the US weigh on prices. This may be… Read More
Hedging Stock Exposure Using VIX
When do you hold and when do you fold? Nobody can answer this correctly – at least not consistently. The public stayed on the sidelines for most of the 185% rise in the stock market… Read More
Good as Gold Long Term
Will the fourth time be the charm? Gold’s mid-June spike over its 200-day moving average was the fourth in a series of attempts to breech resistance and give hope to long-suffering bulls. Unlike other attempts,… Read More
Foreign Currency Trade Updates: Euro, Yen & Australian Dollar
Our recommendation to establish a short position in the euro finally appears to be gaining some traction. The European Central Bank’s (ECB) decision to cut short term interest rates to zero was anticipated by the… Read More
Buy Signal in Natural Gas
Natural gas has been moving sideways since last winter’s cold weather spike. Could it be ready for another trip north? Yesterday marked the second consecutively higher close over the critical 62 day moving average. It… Read More
Euro Finally Heading Lower
Sometimes patience pays. In early March, we wrote a Special Report on the euro as part of our Investing in Global Chaos series. It has taken a good two months, but the common currency is… Read More
Protect Gains in Corn and Aussie…
Macro markets flat lined in April, closing the month not far from where they began it. But not all markets followed this script. Both corn and wheat continued to march higher in April, helped mostly… Read More
Slow Silver Prices, Time to Hedge?
Futures Outlook: 5/8/14 Slow Silver Prices, Time to Hedge? Silver has remained in its comfort zone for quite some time now. While I remain an overall long term bull, it may be time to evaluate… Read More
Corn Close to Our Upside Target
Corn’s impressive rally on yesterday’s news that farmers will plant 4% less than last year (91.7 million acres) propelled prices to within 15 cents of our first upside objective of $5.30 per bushel in the… Read More