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Richard Schweitzer
149 Comments
Several Firms Come to Defense of Fannie, Freddie
Recommending PriceSmart in Light of Sustained Store Momentum
Expand this article by analysis of inventory growth related to sales volume; changes in G&A; cash flow[?], etc.
Fannie and Freddie: Let’s Call the Whole Thing Off
The impact would be more effective and far-reaching than the proposed "Housing bailout," and have a much lower long-term cost with lower "moral hazard."
Gross Margin Drivers at Potash Corp. (Part II)
Gross Margin Drivers at Potash Corp. (Part II)
PRODUCTION OF NITROGEN AND PHOSPHATE(S) CAN RESPOND RATHER QUICKLY TO INCREASED DEMAND. NOT SO EASY FOR POTASH. IT WILL TAKE A FEW YEARS OF SUSTAINED INCREASES IN DEMAND TO BRING ON NEW SOURCES, THOUGH SOME HAVE STARTED. IT TAKES A FEW YEARS TO OPEN A NEW "MINE."
Beware of Crumbling BRICs
If the true U.S rate is about 5.3% (being adjusted closer to the "world average" of about 7%) the competitive edge for the PGJ index should increase.
It is interesting to note that the increase in supply of U.S. Dollars in an open economy, produces lower inflation rates than occur in "command" sytems such as China and Russia. Brazil has become more open and normal. India is a political mess with subsidies distorting the pricing mechanisms.
Thursday Outlook: Commodities, Emerging Markets
Or have I missed it?
Global Inflation Rates
Global Inflation Rates
Global Inflation Rates
In fact the global inflation rate may be inaccurate.
Try 7%. A good measure is the number of hours of work (usually at some median wage net of taxes - direct and indirect) is required to obtain the basics of given standards of living.
Discl: Long YEN futures (Japan is not on this list!!)
Two Emerging Market Steel Plays: Mechel and Siderurgica
MTL "charts" are still reflecting the split (3-1) and its after effects.
SID may be getting too vertical for it's managements background, but they will likely bring in some new people for parts of the operations.
Discl: Long (for quite some time) SID & MTL
Wall Street Breakfast: Must-Know News
Disclosure: Long MBI - so not antithetical.
Wall Street Breakfast: Must-Know News
A Personal Thank You to Momentum Investors
Where are the markets (users of) Potash (K)?
What part of the costs of the users' products consists of costs of K?
Are new or expanded users of K coming onstream (increasing plantings and acreages - mny marginal acres w/o added K)?
Are price margins of users products (crops) rising to match marginal uses of K?
How long does it take to bring on new K sources (8-10 years)?
Are there any source substitutes for K, as there are for the other two major ingredients of crop nutrients?
Disclosure: Long,Long POT, MON, JJA, JJG & DE
Mid-Year Picks and Pans From Barron's Roundtable Part II