The Global Agricultural Boom: No Bubbles Here [View article]
Keep raising fertilizer and food crops 200% and 300% and see who's going to pay for it. People have to eat, but there's $3 Billion poor people who can't afford a 200% or 300% hike in food prices, so they are most likely to starve, and prices will come down. Despite what they say about growth in India and China, income is not growing by 100%, even if it grows by 30-50% it does not justify a 100% Increase of 200% to 300% in Food Prices, Demand will fall, and Prices also. Despite Less land being harvested, yields are higher, and there's no shortage of food out to justify these outrageous increases. Gasoline Demand is already down 7% in the U.S. and the U.S. uses 25% of the world's output, Prices will crack soon, and will go back to more normal levels. This has been a parabolic move, and when the Bubble in Commodities pops, more money will be lost than in the U.S. housing crisis. Futures in commodities were made for hedging and ETF's are taking crops of the market, and not for physical delivery, those Derivatives, are creating artificial demand that no one can support, Margin rates should be raised in order to avoid a CDO meltdown in Commodities. Short Oil Double Down DUG. Short Potash too. See how long those increase in prices keep holding when the crop prices fall like crazy.
Options Traders Call Potash the "New Crude" [View article]
SHORT SHORT SHOT. Words from Carter Worth in Fast money. Too much gas too fast. I don't see them raising prices next year, and once the commodity Bubble POP's no way this company can sustain existing P/E.
POT: Great Moments in Live Financial TV [View article]
The Global Agricultural Boom: No Bubbles Here [View article]
Short Oil Double Down DUG.
Short Potash too. See how long those increase in prices keep holding when the crop prices fall like crazy.
Options Traders Call Potash the "New Crude" [View article]