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...
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...
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...
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...
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...
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...
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...
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.
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...
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?
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.
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.
...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.
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...
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.
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...
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.
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...
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.
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...