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Buying Fertilizer Stocks In Lieu of Camel Futures

all the good news in these stocks is pretty obvious

As With Fertilizer Commodities, POT Bubbles

midwest dude...I agree with you, rationality was a bad choice of words. I'm not talking about speculators, but rather an oligopoly setting prices. It's not beyond politicians to give monopolies and oligopolies a hard time. It happens all the time and is a risk.

As With Fertilizer Commodities, POT Bubbles

I think, politically, with the food shortages across the globe, that the price fixing authorities in the US and Europe will soon look into the pricing practices of canpotex and other potash sellers and try to force some rationality into the pricing. It's a win/win politically as China would benefit as would the politician who saves the starving masses. Bush has had a soft spot for Africa and other 4th world areas. Also, the potash industry has been investigated before in the earlier part of the century for both dumping and raising prices. too much risk for me.

Potash/Fertilizer Industry: The Week That Was

one thing I think you missed...there aren't a lot of shorts in these stocks which leads me to believe there are a lot of weak longs at these levels. will be interesting for sure to see if Janus can keep POT up here.