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Sunday, May 3, 2009
Put your money in Agricultural Commodities
"Commodities are the only place where fundamentals have improved after this crisis" says Jim Rogers. He argues for commodities, especially agricultural commodities. Prices on a historic basis are extremely low. Not only that, but because of this crisis, farmers are not getting credit for equipment, fertilizer and other things. Moreover, we have among the lowest food inventories in history, while demand has constantly grown. Take a look at this news story regarding sugar prices.
The Fed will continue to print Money
Marc Faber argues about the strong bear market rally, despite all bad news. He says that although things have fundamentally deteriorated, the current money printing by Fed may lead to a rally in the stock market. The more the economy worsens, the more money Ben Bernanke will create out of thin air. Look below
Thursday, April 23, 2009
Matthew Simmons' Latest Presentation
These are some snapshots from one of Matthew Simmons' presentations in late March. I highly encourage all visitors to take a look at this very informative presentation:
Saturday, April 18, 2009
Matthew Simmons - March 2009
Matthew Simmons discusses the current price of oil. He points the disconnect between "paper barrels" (financial trading) vs. "wet barrels".
Between 1998 and 2008, global oil demand increased by 12.6MMBD while crude oil production went up only 7.5MMBLD (the difference was picked by NGL's, refinery gains, synthetic crude and crude inventory liquidations)
Wednesday, April 15, 2009
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