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yellowhoard

yellowhoard
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  • Food Inflation From Worldwide Drought Could Push Gold Above $1900 An Ounce By Year End [View article]
    The fast money in Crops has been made.

    Time to buy nitrogen vendors and livestock.
    Aug 12, 2012. 09:19 AM | 5 Likes Like |Link to Comment
  • More on the crop report: Corn yields in Iowa (the largest producer) are estimated at 141 bu/acre, notes Arlan Sunderman, while an industry tour had it at 117. He also spots the USDA upping China's corn production to 200 MMT from 195 last month, and dropping Chinese imports to 2 MMT from 5 MMT ... "but when has the USDA been right about Chinese imports." [View news story]
    Damage is done. I'm not a farmer, but I grew up with farmers and they'll tell you that no amount of mild weather and rain will fix this now.
    Aug 11, 2012. 08:09 AM | Likes Like |Link to Comment
  • How High Is $9 Corn? [View article]
    I'll take a $3 pop here and move along.
    Aug 10, 2012. 01:57 PM | Likes Like |Link to Comment
  • How High Is $9 Corn? [View article]
    Just sold my CORN and rotated into COW.

    CORN will go higher from here but COW is a better bargain.
    Aug 10, 2012. 12:53 PM | Likes Like |Link to Comment
  • More on the crop report: Corn yields in Iowa (the largest producer) are estimated at 141 bu/acre, notes Arlan Sunderman, while an industry tour had it at 117. He also spots the USDA upping China's corn production to 200 MMT from 195 last month, and dropping Chinese imports to 2 MMT from 5 MMT ... "but when has the USDA been right about Chinese imports." [View news story]
    Whatever.

    I guess all of you Wall Street players should sell now.

    All of us sheeple in the MId West will be buying.
    Aug 10, 2012. 09:48 AM | Likes Like |Link to Comment
  • An Agricultural Apocalypse: This Drought Is Still Worse Than You Think [View article]
    Salty Dog,

    Here's how I see it. Inventories of corn at at record lows and this crop will not help to rebuild those inventories.

    Therefore, prices of corn will remain very high through the harvest of 13.

    Much acreage is normally rotated with beans in order to replenish the nitrogen naturally, but my guess is we'll see record acreage of corn planted again next year to take advantage of high prices.

    So, it seems to me that the nitrogen vendors stand to make a lot of money over the next year or so.
    Aug 4, 2012. 04:55 PM | 3 Likes Like |Link to Comment
  • An Agricultural Apocalypse: This Drought Is Still Worse Than You Think [View article]
    Check out this company. They should benefit from the record corn acreage as record amounts of nitrogen will be bought over the coming months.

    Sweet yield too.

    RNF
    Aug 4, 2012. 10:46 AM | Likes Like |Link to Comment
  • An Agricultural Apocalypse: This Drought Is Still Worse Than You Think [View article]
    http://bit.ly/Mb7jjA

    http://bit.ly/Mb7jjC
    Aug 4, 2012. 08:26 AM | 1 Like Like |Link to Comment
  • An Agricultural Apocalypse: This Drought Is Still Worse Than You Think [View article]
    Prices will soar into the August 10 report.

    Then, on a horrendous corn report, big players will sell into the panic.

    I'm going to sell my CORN at the close on the 9th, then maybe buy back in on the 11th.
    Aug 3, 2012. 10:05 PM | 2 Likes Like |Link to Comment
  • Short Corn On Overblown Drought Panic [View article]
    How's that short position in corn working for you Nich?
    Aug 3, 2012. 07:59 PM | Likes Like |Link to Comment
  • The Market Sees Dumb People [View article]
    By nearly any metric one can think of, the mining stocks are about as undervalued as they have ever been.

    The only reason anyone should avoid them is fear of nationalization, which is a good possibility in many parts of the world.
    Aug 3, 2012. 04:34 PM | 2 Likes Like |Link to Comment
  • Smithfield Foods (SFD) CEO Larry Pope calls on Congress to pass a bill lowering the U.S. government's Renewable Fuels Standard, which requires a certain volume of ethanol - 15.2B gallons in 2012, mainly derived from corn - be blended into gasoline. Corn prices have hit record highs, but the program is "aggravating the problem and adding to the crisis," Pope says. (also)  [View news story]
    Using corn to power cars is the most despicable policy the US has ever proscribed.

    People will starve to death and riot around the globe because of this.

    If we would fuel our trucking and mass transit fleets with NG and develop our national resources we would not only be energy independent we'd be an exporter of fuel.
    Jul 27, 2012. 11:51 AM | 1 Like Like |Link to Comment
  • Short Corn On Overblown Drought Panic [View article]
    Anyone recall when George Soros bought huge stakes in grain elevators last year?
    Jul 27, 2012. 08:40 AM | 1 Like Like |Link to Comment
  • Short Corn On Overblown Drought Panic [View article]
    Good luck with that short position.

    I just finished a road trip that took me through Illinois, Kentucky and Indiana.

    What I saw confirmed everything that I have been saying for the last month.

    Millions of acres of corn in retarded condition. Ears are not developed. I saw farmers plowing under fields of corn that were no more than five feet tall and brown.

    I went to five Amish and Minnonite farms to buy corn and could not find any. They did have some great tomatoes though.

    Any pullback should be bought aggressively.
    Jul 24, 2012. 08:24 AM | 3 Likes Like |Link to Comment
  • Today In Commodities: Corrections, They Are A-Coming [View article]
    8 bucks for corn is dependent upon normal money supply and corn demand.

    If we get QE3, hot money will pour into corn like nothing anyone living has ever seen.

    It's the ultimate speculation. People have to eat.

    We'll all be surprised by how high this goes.
    Jul 18, 2012. 09:39 PM | 6 Likes Like |Link to Comment
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