Commodities

Bullish Signals in Uranium Industry

February 14, 2013

Over the last three months there have been some bullish signals in the uranium industry. First of all, it is important to provide a little context for the recent M&A activity in uranium stocks. In 2007 there was a huge price spike that took the spot price of uranium from about $18/pound to almost $140/pound. [...]

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Rogers Expects a “Disaster” in 2013

April 25, 2012

Jim Rogers expects a disaster in 2013. His views seem to correlate with Charles Nenner, Stan Druckenmiller and Robert Rodriguez. Rogers says he’s short the emerging markets (in particular India which is at 90% Debt/GDP) and some stocks in Europe. Rogers is most bullish of agricultural commodities. Rogers expects a recession in 2013 and he’s [...]

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What Will Be the Impact of China’s Collapse?

December 15, 2011

There was an interesting article by Ambrose Evans called China’s Epic Hangover Begins. As most of the world is focused on the European debt situation, is the real elephant in the room China’s slowing growth and the end of China’s property bubble? “Investors are massively underestimating the risk of a hard-landing in China, and indeed [...]

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Jim Rogers Still Prefers Agriculture

December 7, 2011

Jim Rogers was interviewed by Bloomberg this morning. When pressed about his favorite investment theme Rogers said it was agriculture. The interviewer continued to ask him which particular agricultural commodities Rogers was bullish on. Rogers responded that investors should start with commodities that are down the most. As an example, sugar is down 60% from [...]

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Marc Faber Has Mixed Thoughts on Commodities

October 26, 2011

Marc Faber spoke at a conference in London this morning. The entertaining speaker made some interesting comments about the possibility for WWIII. It appears that Marc Faber sees mixed signals for the commodity markets. On the one hand, the unleveraged emerging world will support demand for commodities.   As the middle class rises in countries such [...]

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Jim Chanos Stil Bearish On China

September 12, 2011

Jim Chanos gave an interesting interview with an Indian news broadcaster where again reiterated his bearishness on China. He made headlines when it was revealed that Chanos is shorting China because of the property bubble. Chanos is not particularly bearish about China’s economy in the long term and he does anticipate that China will become [...]

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Farm Land Prices Are “Crazy”

August 31, 2011

Jim Grant of Grant’s Interest Rate Observer recently released an analysis of Mid-West farm land prices. His conclusion was that farm valuations in the United States are stretched. Grant’s recites a story about an out of control auction for farmland in Iowa where big money hedge fund managers got into a bidding war. Jeff Troendle, [...]

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Even In Market Panic, Farmland Soars

August 11, 2011

Are investors swapping out of gold and buying farmland instead? A recent story in Bloomberg highlighted several high profile investors who have purchased farmland in recent years. Jim Rogers, George Soros and Passport Capital have all made significant investments in farmland around the world.  Some funds are even reporting annual gains of over 16% on [...]

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Felix Zulauf Comments on Agriculture and Uranium

May 4, 2011

This is the second part of the highlights from a recent interview with hedge fund manager Felix Zulauf.  In the first part of the interview Zulauf talked about Italian debt problems, gold, China and the U.S. bond market. the Fed won’t shrink their  asset base but it may not grow again which would impact stock [...]

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China’s Property Bubble Re-visited

March 29, 2011

Here’s a fantastic mini-documentary about China’s property bubble. Some startling facts: There are 64 million vacant apartments in China Units sell for $70,000-100,000 even though the annual income is only $6,000 One property analyst summarized the problem with China’s current building boom.Gillem Tulloch said, People forget that it is not the quantity of GDP that [...]

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