HAI

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SECTOR - AGRICULTURAL
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More Gains For Ag Stocks In 2010?
Performance Trend LinesAs 2009 draws to a close, we take a second look at the year's best-performing ag stocks.
  • Why ag stocks missed out on 2009's equity market low
  • Which ag stocks have outperformed this year
  • Could DBA outperform MOO in 2010?
Brad Zigler Monday, 28 December 2009
 
Corn ... In December?
Winter CornWith snow on the ground and some corn still out in the fields, is now the right time to add corn exposure to your portfolio?
  • Why snow won't necessarily stop the harvest
  • Will corn prices keep going up?
  • Which ETPs have corn exposure?
Julian Murdoch Tuesday, 15 December 2009
 
Whatever Happened To Those Ethanol Companies?
BiofuelWe follow up with the first-gen corn ethanol producers—and the future isn’t pretty.
  • Why revenues fell even though margins improved
  • The ‘three strikes’ pitched to first-gen ethanol refiners
  • Where are they now?

 

Brad Zigler Monday, 23 November 2009
 
Shonda Warner: Mother Nature, Not Speculators, Changes the Ag Game
Shonda WarnerWhere do ags go next? The founder of Chess Ag Full Harvest Partners shares her views.
  • Where she’s looking for farmland now
  • Ethanol's ‘white elephant in the room’
  • Which technology could change the ag markets forever
Lara Crigger Wednesday, 11 November 2009
 
Sugar’s Sweet To ETN Investors
Real-time Monetary Inflation (last 12 months): 0.8%*

Friday was an exceptionally sweet day for ETN investors. Certain investors, that is. Specifically, those who own exchange-traded notes tied to the price of sugar.

Brad Zigler Monday, 28 September 2009
 
Mark Hansen: Bullish On Softs

A director at CPM Group explains why he sees ags performing better than commodities as a broad segment for the next year.

  • Fundamentals seeking their own levels
  • Allocations muting market impact
  • Global story driving demand
HardAssetsInvestor.com Wednesday, 02 September 2009
 
Kevin Kerr: Playing The Weak Dollar
Kevin KerrThe editor of the Global Commodities Alert discusses how investors can protect themselves in the coming months.
  • From whirlwind to implosion
  • Increased interest rates: wishful thinking?
  • Silver as an inflation play
Lara Crigger Thursday, 11 June 2009
 
Pssst! Wanna Winning Trade?
Real-time Monetary Inflation (per annum): 8.9%

Stocks fell overnight as commodity companies declined on weaker oil and metals prices. Six hours ahead of the COMEX opening, spot gold was slumping nearly $5 an ounce at $954.60. Gold was later fixed in London at $946.50 and, by the time the New York floor session opened, spot month metal had lopped more than $13 off its Friday settlement value.

Brad Zigler Monday, 08 June 2009
 
Nusbaum: Buying Agriculture
Roger NusbaumFinancial adviser and TheStreet.com contributor Roger Nusbaum sees opportunities in agriculture and other hard asset categories.
  • Oil is going to $80
  • Gold still has a place
  • Monsanto as a core holding
Lara Crigger Friday, 29 May 2009
 
Good Times Return For Commodities (Stocks)
Real-time Monetary Inflation (per annum): 8.0%

In case you haven't noticed, several commodities have swung to a bullish mode now, particularly RBOB gasoline, the soybean complex and corn. Less well-developed are the trends in the petroleum complex, softs such as coffee, sugar and orange juice, feeder cattle and wheat.

Brad Zigler Tuesday, 19 May 2009
 
Oil Refiners Grab A Stake In The Ethanol Business
EthanolHardAssetsInvestor.com's managing editor ponders whether Valero's recent acquisition of VeraSun will be a model for other refiners.
  • The sound of credit lines snapping...
  • Pernicious corn price hikes
  • Consumers' fickle motor fuel loyalty?
Brad Zigler Monday, 18 May 2009
 
Ag Roundup
WheatCorn, soybeans & wheat all popped at the end of last week. Where's the beef? Or perhaps the bull?
  • Wet weather and corn plantings
  • Wheat won't sustain its rally
  • Uncertainty and soy
Julian Murdoch Monday, 04 May 2009
 
Gaming Grains

WheatWith the flooding in Fargo swamping wheat and the USDA prospective plantings on tap, HAI examines the outlook for corn, soybeans and wheat.

  • Why the massive flood isn't moving prices
  • The global wheat glut
  • Soybean fever
Julian Murdoch Monday, 30 March 2009
 
Catching Up With ‘Trader Vic’
Victor SperandeoVictor Sperandeo shares with HAI readers his current take on commodity sectors and the economy at large.
  • Inflationary stimulus (or detriment?)
  • The ‘Barry Goldwater’ of Israel
  • Bartenders as benchmark ...
HardAssetsInvestor.com Friday, 20 March 2009
 
Kerr: Oil’s Bottom Line
The editor of Global Commodities Alert discusses why demand for black gold will pick up.
  • Ags: A messy sector
  • China: A bellwether
  • The dollar: A race to the bottom
HardAssetsInvestor Wednesday, 18 March 2009
 
The Urge To Converge
Real-time Inflation Indicator (per annum): 7.3%

Last week, the futures regulator, the U.S. Commodity Futures Trading Commission, started soliciting nominations for a new subcommittee charged with examining the causes of poor cash-futures convergence in some agricultural commodity markets.

Brad Zigler Monday, 16 March 2009
 
An Interview With Tom Fernandes
The director of GreenHaven Commodity Services explains why grains ... and not energy ... may work best in the current market cycle.
  • What works in early and late recessions
  • Why energy's outlook is uncertain
  • Are grains a proxy for water?
HardAssetsInvestor.com Friday, 06 March 2009
 
Bunge’s Bungee
SoybeansAgricultural company Bunge reported terrible, terrible earnings last Thursday, and the stock popped up like a cork. Huh?
  • The importance of forecasts
  • Bunge's future exposure
  • Soybean expectations
Julian Murdoch Monday, 09 February 2009
 
Corn's Set To Pop
Real-time Inflation Indicator (per annum): 7.7%

Readers of Friday's column ("Hey! Look At Silver") asked if there are other commodities gearing up for a move besides silver.

Brad Zigler Monday, 09 February 2009
 
The Outlook For Corn

CornfieldWhy does the Congressional Budget Office think corn will crater over the next decade? And should we believe them?

  • A decade-long slump
  • Ethanol margins squeezed
  • Input costs uncertain
Julian Murdoch Monday, 12 January 2009
 
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