nova

Grain Prices: Back to the Futures

Grain prices in general is moving up. Regardless of the breakdown, IMHO, it is good news for fertilizer companies like MOS, MON and POT.

Soybeans' Price Gains Are Fertilizers' Loss

Thanks for sharing the statistics with readers.

Agrium Shares Are Ripe for Growth - Barron's

On Apr 18 05:16 PM nmelendez wrote:

> With Russia selling Potash at 750<

Do not pay much attention to Russia. Russian supplies are unreliable, and they aslo might refuse to give your money back.

In addition, monopoly-US$ can not be manipulated and supported for too long. Food is commodity one can not live without since hungry people have very little respect for law and well-being of their corrupt politicians.

Grain Prices Require Substantial Support to Overcome Bearish Fundamentals

Jordan Rizzuto,

Thanks a lot. It is very helpful.

Grain Prices Require Substantial Support to Overcome Bearish Fundamentals

"Bottom line: grain prices will require substantial support from a weaker dollar and institutional investment to overcome bearish fundamentals"

What does it mean?
Is it good or bad for MON, POT, AGU, MOS and why?

Time to Buy and Hold for Reflation: Four Promising Sectors

I was watching Bloomberg today. Two things struck my attentions:

1. Overall market was modestly up in a morning until Obama gave one of his endless array of conferences. Immediately following his speech, the market went negative.

Obama sounded as a professional demagogue similar to an old Soviet era communist party official with a lot of slogans without any substance.

He promised a lot in a future, he belittled everybody who did not agree with him, however, he did not offer any comprehensive analysis of the present crisis or any specific ways to address them.

2. The Senate appearance of the FED Chairman Ben Bernanke.

Ben tried to be very vague. Each time when he was asked a specific question, Ben was trying to demagog his way out. When it did not work, he claimed that there were no answers at this time since the present situation was too complexed and unpredictable.

Bernanke did not offer any insight into the FED actions capable of reversing the present financial crisis. He clearly indicated that he had no clue of what was going on. He sounded more and more like a casino loser hoping that his next roulette bet would bring a success. Nevertheless, he was depressed understanding the futility of the FED and the Treasury random bets.

The Bottom Line
Both our President and the FED chairman were clueless of what is going on and what to do. Both were trying to stick to the yesterday unrealistic script.

Agrium, CF Industries and Terra: A Daisy Chain of Bids

Unfortunately, US and EU centralized, financially-dominated economies do not reflect and properly appreciate business fundamentals and values.

The entire business & political model is dysfunctional. This is why we have such an economic & political mess in a first place.

2009 Will Be Rough for Fertilizer Companies, Turnaround in 2010

Are these the same analysts who predicted POT's target price of $350 by mid 2009 or are these different analysts?

It is mind boggling that some people still give any credence to spin-artists (a.k.a. financial analysts).

These spin-artists have given such good recommendations to their own companies that almost all of them are still around only due to the endless flood of bailout money.

May be these spin-artists should try food-hollidays for the next 6-12 months?