Greg Pinelli

Heavy Rains Hurting Corn and Soybean Yields, Raising Prices

It was "dust bowl" and resulted not from land lying idle or fallow...but from tremendous over cultivation..then drought..then havoc from midwestern wind storms.
I'd be thrilled to see the government out of the farming business altogether..let ethanol (corn based) rise or fall on its own merits..eliminate the insane sugar tariffs on Brazilian product and begin to use a product that gives much more energy out for the energy used to produce.
Corn is very hard on the land...fertilizer intensive and leaves the overwroked soil susceptible to erosion. You'd think someone from the Midwest would know that.

Jim Cramer on How to Profit From the Agriculture Boom

Hard to disagree with the commentors..this is old stuff. And the outsized profits have already been made. A bit of original thought would have been appreciated..in fact, any would have been welcome. Cramer is a one note investment shock artist..a kind of guru for those with limited attention spans.
My suggestions go in a different direction....toward resource and transport infrastructure. Look for an article this week.

8 Key Investment Themes for 2008

The specificity is refreshing...volatilit... is anything but negative for a trader looking to play markets and the willingness to analyze the technicals...If Barron's is negative on the loonie I'd be buying soon..as for Russia....simply the most untrustworthy international market on the face of the Earth.

Archer Daniels Midland: Manufacturing Fertilizer, A Fertile Source Of Income

Investors may have to formulate an updated tyake on ADMs future..it may go from low/mid tech chemical company to something much more like a vertically integrated food/fuel chemical supplier. They are certainly in an enviable spot in the agribusiness bonanza that is taking shape. Everything is due for a pullback and when it does I'm looking to reestablish a position.