Seeking Alpha

Jordan Rizzuto's  Instablog

Jordan Rizzuto is a proprietary trader covering the U.S. equities and global commodities markets. Jordan was previously Vice President of Storm Exchange, where he managed the company's analysis of weather’s impact on macro- and micro-economic trends, primarily for the agricultural commodity... More
My blog:
stormx.com/agriculture
  • China and the Dollar Push Grain Prices Higher

     

    The following excerpt is taken from our monthly Agriculture Outlook Report, issued to subscribers on the last Friday of every month.
     
    More »
    Tags: MOO, DBA, JJG, CF, TRA, AGU, POT, MOS, MON, SYT, ADM, ANDE, Materials, Agriculture, Economy, ETFs, Commodities
    Jun 01 11:45 am | Link | Comment!
  • Grain Prices: Looking into the Crystal Ball

     

    Market participants constantly search for leading indicators to assess longer-term price direction. The stocks-to-use ratio ["STUR"] can often provide that edge for the agriculture markets. The ratio is calculated as Ending Stocks / Total Consumption for the current marketing year. 
     
    More »
    Tags: MOO, DBA, JJG, CF, TRA, AGU, POT, MOS, MON, SYT, ADM, ANDE, Materials, Agriculture, Economy, ETFs, Commodities
    May 19 04:56 pm | Link | Comment!
  • Grain Prices: Back to the Futures

     

    We noted in our May 1st Monthly Outlook summary points that the fundamentals promise bullish support for corn and soybeans prices in the near term, while less so for wheat prices. We often look to the CFTC’s weekly Commitment of Traders (COT) report to give us a better sense how the underlying futures speculation supports or casts doubt on the near term price outlook. 
     
    More »
    Tags: MOO, DBA, JJG, CF, TRA, AGU, POT, MOS, MON, SYT, ADM, ANDE, Materials, Agriculture, Economy, ETFs, Commodities
    May 11 11:29 am | Link | Comment!
  • Bulls Are Hungry for Grains

     

    The following excerpt is taken from our monthly Agriculture Outlook Report, issued to subscribers on the last Friday of every month.
     
    More »
    Tags: MOO, DBA, JJG, CF, TRA, AGU, POT, MOS, MON, SYT, ADM, ANDE, Materials, Agriculture, Economy, ETFs, Commodities
    May 05 04:23 pm | Link | Comment!
  • Grains Prices: Reality Catches the Flu

     

    Perception is often reality. Many medical experts have been quoted that people cannot contract the swine flu by eating swine; yet China, Russia, Thailand, Jordan, Indonesia and the Philippines have temporarily banned imports of U.S. pork products.   There is no way to determine how long these import bans will last, but we can consider what the worst-case scenario implications are for feed demand. 
     
    More »
    Tags: MOO, DBA, JJG, COW, CF, TRA, AGU, POT, MOS, MON, SYT, Swine Flu, Materials, Agriculture, Economy, ETFs, Commodities
    Apr 28 03:19 pm | Link | Comment!
  • Soybeans’ Gains Are Fertilizers’ Loss

     

     

    The move in the soybeans : corn price ratio since March 31st continues to favor bean acres at corn’s expense. Consider the chart below, which illustrates this ratio since the USDA’s planting intentions report on March 31st:
    More »
    Tags: MOO, DBA, JJG, CF, TRA, AGU, POT, MOS, MON, SYT, Materials, Agriculture, Economy, ETFs, Commodities
    Apr 22 02:33 pm | Link | Comment!
Full index of posts »
Latest Followers
Posts by Ticker
ADM, AGU, ANDE, CF, COW, DBA, JJG, MON, MOO, MOS, POT, SYT, TRA
Posts by Themes
Agriculture, Commodities, Economy, ETFs, Materials, Swine Flu
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.