Buying Opportunities Arrive As Agricultural Stocks Limp Into 2012

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

A Review of the Commodities Crash Playbook As Another Phase of Selling Ends

This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Commodities across the board have suffered mightily during the stock market’s recent correction. In the first phase of the sell-off (from late July to early August), a few commodity-related stocks triggered buys by erasing all … Read more

Commodities Crash: Stocks That Have Erased QE2 Gains (Agriculture, Oil, Natural Gas)

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Trades continue to trigger in the on-going sell-off in commodities. In my last listing of commodity stocks that have erased all their post-QE2 gains, I did not include stocks in agriculture, oil, or natural gas. … Read more

Profiting from Physical Assets in a Resource-Constrained World – Rules and Picks (Part 2 of 2)

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) {snip} This piece is a follow-up post to “Preparing for Profits in a Resource-Constrained World” (Part 1) in which I discussed the implications of Jeremy Grantham’s fundamental thesis of a new world where resources are … Read more