Thursday, February 09, 2012
1. "Agflation" update: The U.S. crop situation is still dangerously tight
 
2. Dining out is about to get much more expensive
 
3. The new study giant food corporations don't want you to see
 
1. Richard Russell: This could be 2012's "market moving" event
 
2. Porter Stansberry: These facts show the "End of America" is coming
 
3. New report reveals Federal Reserve president owns millions in gold and platinum
 
4. Military insider: The Pentagon is lying about Afghanistan
 
5. This popular "health" drink is incredibly bad for you
 
These essential commodities are dirt cheap
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Wednesday, October 28, 2009
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By Ambrose Evans-Pritchard on LewRockwell.com:

The world's grain stocks have dropped from four to 2.6 months cover since 2000, despite two bumper harvests in North America. China's inventories are at a 30-year low. Asian rice stocks are near danger level.

Yet farm commodities have largely missed out on Bernanke's reflation rally in metals, oil, and everything else. Dylan Grice from Société Générale sees "bargain basement" prices.

Wheat has crashed 70pc from early 2008. Corn has halved. The "Ags" have mostly drifted sideways over the last six months. This divergence within the commodity family is untenable, given the bio-ethanol linkage to oil.

For investors wishing to rotate out of overstretched rallies – Wall Street's Transport index and the Russell 2000 broke down last week – this is a rare chance to buy cheap into...

Read full article...

More on commodities:

How to profit from the new natural gas cycle

Big bullish development for Canadian stocks

World's richest & most successful speculator warns of great inflation

Topics: Agriculture | Commodities
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