Gunslinger

Prisma Goes Contrarian on Potash Industry

Except for the fact that the EuroChem and Rio plans have been baked into the industry for a while now. Nothing new announced there, contrary to that "research."

4 Stocks in Trouble

This was a good technical call, but horrible stock picks (MOS and CF). No way are the Ags (Ferts) going to tank, or even lag over anything resembling medium-term or longer. The market is not going to let these prices go back to 2007 levels. These companies are going to make up the ground they lost recently, and the ones that look the worst technically are the ones that have the most upside to gain back. You're only going to find yourself selling at the lows and hating yourself. Hell, not only did MOS and CF rip back up over their 50DMA today, they closed over their 20EMA!

The market darlings (ferts, coal, steel, oil/gas services, drybulk, et al) have serious fundamentals behind them, and no prospects of slowing. This isn't like trading technicals on the INDU, SPX, QQQQ, DBA, DBC, etc.

FWIW, buying the hot stocks on dips to/near their 20EMAs has been an unreal technical trading strategy this year. IMO, the trade now is buying calls on the above situation. The gains and accuracy % have been unreal. I could list the major watch names if anyone expressed interest (probably similar to the author's).

Potash, Mosaic Are Looking Fertile

N

Three Potash Producers Benefitting from Rising Prices

Shouldn't take a rocket scientist to figure out which one...

Which one had their earnings and conference call yesterday?
Which one has the highest earnings off which to base PE?
Which one would that not represent a price jump of 150 or 250% on?

12 Potash Companies Sprinting Ahead

Ok, awesome - good writeup Matt. I've just seen too many cut & pastes across the internet without sourcing. Hope you guys understand :)

In fact, there's almost nothing written about the Potash Jrs; so when I saw this on 2 sites back-to-back without reference (that I could find), I wanted to make sure whomever took the time to lay this out was given due credit.

Personal Disclosure: Long RAY.V, KCL.V, MAA.V.

12 Potash Companies Sprinting Ahead

Whoa, whoa, whoa. Unless you are a writer for -theinvestar, SOURCE THIS. Total cut & paste job, even changing the title...

www.theinvestar.com/po...
www.theinvestar.com/po...
www.theinvestar.com/po...

Cutting Back on Powershares DB Agriculture to Avoid Hedge Fund Panic

Must-read, in my book:

www.farmassist.com/New...

Daily market commentary that has been spot-on. Following it today would have been *extremely* profitable.

Cutting Back on Powershares DB Agriculture to Avoid Hedge Fund Panic

Nice call, Nuts. Very nice. (I was looking for 34-ish support today).

Cutting Back on Powershares DB Agriculture to Avoid Hedge Fund Panic

You're looking at the wrong MA on DBA. The 20 EMA is what you want to use; the 50 hasn't been of use since last summer.