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5 Reasons to Buy Agriculture Stocks Now
The window of opportunity is still wide open.
When the markets were in a state of confusion last fall, we tried to keep our heads level and focus on the future.
One of the areas we inevitably turned to was agriculture:
This is a pretty simple one. The world’s population is growing and the world’s available farmland is not. The question here is not if there will be a big payoff, but when.
Of course, the whole investment world knew that. And it’s why agriculture stocks made such a big run between 2006 and 2008.
The good news is, however, the run in agriculture…
24Oct2009 | Q1 Publishing | 1 comment | ContinuedProspects for an Oil Recovery
Last Sunday 60 Minutes posed the question, “Did speculation fuel oil price swings?”
The news show’s investigative team naturally delved into the personal story of how a small-town heating oil company can’t predict the oil prices. Although I’m sure they left out his solution of charging a very high premium to his customers to ensure he doesn’t get left holding the bag.
And, of course, it included the hapless government regulator whose hands were tied because of lobbying efforts. Even Enron was brought up as a scapegoat (hint: if anything ever goes wrong in the energy markets, no one is going to stand…
19Jan2009 | Q1 Publishing | 0 comments | ContinuedSupply and Demand Shape Commodity Markets
The commodity bull market has a long way to go. This bull market is not magic. It’s not some crazy “cycle theory†I have. It does not fall out of the sky. It’s supply and demand. It’s simple stuff.
In the 80s and 90s, when people were calling you to buy mutual fund and stocks, no one called to say, “Let’s invest in a sugar plantation.†No one called and said, “Let’s invest in a lead mine.†Commodities were in a bear market and in bear markets people do not invest in a productive capacity. They never have. Perhaps they should…
25Aug2008 | Whiskey and Gunpowder | Comments Off | ContinuedSilver Prices Ready to Rocket; Four Reasons Why and Two Ways to Buy
Silver prices have vaulted an extraordinary 106% in the past two and a half years.
More impressive, silver prices have gained 33% since mid December.
Now, compare that to how U.S. stocks have fared since then: The Dow Jones Industrial Average has plunged 13.6%; The Nasdaq Composite Index tumbled 10.5%; The S&P 500 Index has fallen 11.1%.
Like gold, silver is a safe haven from inflation and a weak dollar. The prices of the two metals often move parallel to one another. However, silver is poised to rocket – handing investors not only gains in our bear-market economy, but steeper…
7Jul2008 | Money Morning | Comments Off | ContinuedNote to the Federal Government: Leave the Price-Setting to the Market
Those unfamiliar with marketplace dynamics may not recognize how government activity has created price distortions across our economy. But when these “artificial” chains fail to restrain the market, the underlying forces become easier to see.
Much as the easy credit mandated by the government propelled home prices to bubble levels, similar forces pushed college tuitions up into the stratosphere. Both systems are currently breaking down along similar lines.
In light of the staggering cost of college education today, it may seem unbelievable that, in the early 1950s, my father was able to finance his own education by spending the summer…
28Apr2008 | Money Morning | Comments Off | Continued
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