ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(This is an excerpt from an article I originally published on Seeking Alpha on August 13, 2013. Click here to read the entire piece.) If there was any time for Teucrium Corn (CORN) to finally bounce, Monday (August 12, 2013) was it. The United States Department of Agriculture (USDA) announced its projection for record corn … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on July 1, 2013. Click here to read the entire piece.) Last summer, America’s corn fields were plagued by drought. The conditions were dire across the U.S. at historic proportions. From the U.S. Drought Monitor July 25, 2012: {snip} At the time, … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on August 28, 2012. Click here to read the entire piece.) In “Why Taxpayers Pay For Farmers’ Insurance“, Planet Money recently took on the sensitive subject of subsidies to farmers. My sense has always been that these subsidies are more controversial amongst … Read more
(This is an excerpt from an article I originally published on Seeking Alpha on April 23, 2012. Click here to read the entire piece.) Commodity stocks have generally underperformed the stock market in 2012. I still cannot decide whether this weakness represents a leading indicator of broader weakness to come or a fortuitous relief to … Read more
This is an excerpt from an article I originally published on Seeking Alpha on January 1, 2012. Click here to read the entire piece.) In my last post updating the current list of buy candidates for the “commodity crash” portfolio, I neglected to include fertilizer stocks. Phosphate and potash producers – like Mosaic (MOS), Potash … Read more