Ned W Schmidt CFA's Contributions

Agri-Commodities Winning in 2016

The inevitable just seems to keep coming around. That over time food would become scarcer in our world has been well known for decades. Simply put, global demand for food continues to expand. The inevitable scarcity of food for the world is...

US Inflation: Setup to Upset

Is US inflation setup to upset the markets? Motivation for considering this question begins with graph to right. Plotted in that chart is the year-to-year percentage change for the median US CPI. That measure is calculated monthly...

Peak Food, Part Two

Last we visited on Agri-Foods the concept of Peak Food was introduced. That shift in the fundamentals of global food production was identified as adding support to Agri-Commodity prices. For despite the negative sentiment on...

Peak Food, an Introduction

Your high-tech toy watch won’t buy you an egg. To date, the U.S. is on course to destroy 40,721,073 birds, mainly laying hens. Yes, elves at USDA do like precision in their numbers. Those birds are the casualty...

Gold: Year 2007 Again

Imagine you could go back in time so you could buy some investment at a bargain. Many might also wish to go back in time to sell something. But, let us stick with the idea of returning to an earlier time to buy some asset...

Ned Schmidt: Ag Stocks Have Outperformed the S&P and Nasdaq in 2015

2016 Will Be a Bang-up Year for Agriculture

Mar 4 – Jim welcomes back Ned Schmidt CFA, publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned and Jim cover the agriculture markets, starting with why...

Ned Schmidt: Gold Bears Will Be an Endangered Species in 2015

Chinese Demand for Agricultural Commodities Is Incredibly Strong

Jan 6 – Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports. Ned joins Jim to discuss both the gold and agriculture markets. Ned notes that gold recently made 52 week highs in both the...

Ned Schmidt: The Gold Market Is Turning

The Top Gold Stocks Have Bottomed

Oct 22 – Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned believes that the gold market is making a significant turn and will be heading higher.

Ned Schmidt: 2014 As Good As It Gets For Food Prices – Next Year; Back to Normal

Sep 3 – Jim welcomes back Ned Schmidt CFA, Publisher of The Agri-Food Value View and The Value View Gold Reports at Schmidt Management Company. Ned notes that 2014 has been a good year for consumers on balance, although beef and...

Are Commodities Talking to Us?

Markets often do talk to us, if only we would listen. Our ears serve as only part of listening. An open mind is also required. Regrettably, minds receptive to new thoughts and questions have been somewhat outmoded in the investment world for many years. Why else do so many seem to ignore what commodities are saying?

Ned Schmidt: Wall Street Is Wrong on Gold

Jul 18 – Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Jim and Ned discuss the gold market, which Ned believes has bottomed.

Ned Schmidt: Agriculture Prices Going Up - Demand Is Key Factor

Soybeans – The New Hot Ag Commodity

May 29 – Jim welcomes back Ned W Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned notes that ag prices and ag exports are going up, and increasing demand is the key factor behind higher prices.

2014: Agri-Commodities Prices Winning

...how long does it take the Street to identify an elephant in the room? Apparently the answer to that question is a time period longer than should be the case. As portrayed in the chart below, Agri-Food prices have been rising fairly dramatically thus far this year.

Ned Schmidt: Fundamentals Point to Higher Food Prices Ahead

Apr 23 – Jim welcomes back Ned Schmidt CFA, Publisher of The Agri-Food Value View and The Value View Gold Reports at Schmidt Management Company. Ned and Jim discuss the agriculture sector this week, and Ned notes many fundamental...

Agri-Commodity Prices: A New High!

The Agri-Food Price Index hit an all time record high for the week ended 7 March. This index of Agri-Food prices is rather comprehensive in that it includes sixteen(16) important Agri-Commodities. That index is plotted in the chart below which covers the past almost two years.

Ned Schmidt: The Bear Market in Gold Is Over

Mar 5 – Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned and Jim cover both the agriculture and gold markets this week. Ned believes the long bear...

Price of Beef Has Reached a Record High

One of our greatest fears is being forced, for economic reasons, to consume dry, boneless, skinless, tasteless chicken breasts. Beef is the proper food for people, not the meat of something that when free range raised pecks in the dirt.

Ned Schmidt: Gold Bullion – The Best Undervalued Asset Class

Jan 7 – Jim welcomes Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned discusses the past year, and notes the big story was US equities, as many other asset...

2014: Gold Up 70% or U.S. Equities Down 40%?

As we to prepare for the arrival of a new year, 2014 for those not keeping track, we should take time to consider reality. One part of that is to reconsider some well grounded advice: Past performance does not predict future performance.

Ned Schmidt: Five “Must Own” Ag Sector Stocks

Nov 12 – Jim welcomes back Ned W Schmidt CFA, Publisher of The Agri-Food Value View and The Value View Gold Reports. Ned reports that the 2014 crop year, starting this fall will be “as good as it gets” for consumers and food prices...

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