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Get Out of Commodities - Barron's

We are not going back to $25 oil, $100 oil is now the norm (if we are lucky). Since it takes energy to farm, mine and transport stuff, I think the days of cheap commodities are probably also over.

Unless all the central banks stop printing gobs of money, or new discoveries of larger oil fields, or a major calamity taking out 25% of the world's population, the equation is not going to change much.

High Agricultural Commodity Prices Likely to Persist

Maybe we will start growing our food upwards (ie vertically) and in controlled conditions.

Is there an ETF or stock for hydroponics?

The Global Agricultural Boom: No Bubbles Here

Anyone ever wonder about the food riot in Egypt, an oil rich country? Food shortages are beginning to happen all over the world, including China and India. People are dying all over fighting for food!

America is no longer the world. There is a bigger world outside the USA. People - OPEN YOUR EYES AND STOP BEING IGNORANT!!!!!!!!

Commodity Analysts Believe the Party's Over

Obviously this article is a technical analysis on commodities. Good for speculators with short-term focus.

However, long term investors will be ill advised by this article, as it did not consider:

1) Global Population growth.
2) Dwindling global oil reserves (which will affect price of everything)
3) Parabolic increase of M3 money supply in virtually all currencies which is the cause of inflation.

At us$17.5 / oz, silver is one of the few affordable hedge to capital preservation. The recent drop in silver price serve as one of the few remaining opportunities that we may purchase it below $20.

Bespoke's Commodity Snapshot: Key Support Lines Challenged

Make no mistake, the long term fundamentals for gold is excellent. Gold's recent correction is due primarily to:

1) Brokers booking profits for the quarter, and the only asset which has appreciated in any significance is gold and other commodity positions.

2) Banks having to sell their only asset of value the have - not bonds or stocks as no one wants them - but bullion which they are holding, as a means of cash infusion in light of recent financial mess.

To other investors in metals (silver, copper, zinc etc.), gold is like a magnet, when it goes down it brings everything down. When it goes up again soon, most metals will go up with it.

An astute investor would be buying low and selling high. I think gold is still a bargain compared to the run up in the 80s when you factor in inflation.