Puerto

ETF Trends: U.S. Dollar Attracts Flight to Safety Capital

It would be interesting to hear how your views correlate with the latests results of State Street's Investor Confidence Index uk.reuters.com/article...
which reports increasing confidence of US institutional investors as well as Asian and European investors.

There is also the generally very positive report on uk.reuters.com/article... of the results of surveys of 49 major investment houses in the United States, Japan, continental Europe and Britain.

Are things really so bleak as you report?

How Will Agriculture Investments Be Affected by New Deadly Wheat Fungus?

I recommend "COVER STORY: The race against Ug99" on www.agweek.com/article...
for a more balanced analysis of the crop disease problem.

Why Crude Will Reach $100 / Barrel

But the major unknown factor is geo-political upheaval - like Israel attacking Iran [looking increasingly likely]. In such a case, oil would go far higher.

Commodity Market: Prospects, Drivers Remain Strong

"The best leading indicator of world growth expectations that we have found is the performance of emerging market small caps relative to world equity markets".
But this growth surely is contingent upon the em small caps themselves maintaining an upward trend? After all, em small caps AND world equity markets could both be heading south, while the ratio is still increasing.
And at present, EWX appears to have entered a sideways phase.

Tuesday Outlook: Commodities, Global Markets

"The sense of responsibility in the financial community for the community as a whole is not small. It is nearly nil." John Kenneth Galbraith (The Great Crash: 4/21/53)
As you say, Dave, "There is no change, period."

Potash: Thesis versus Reality Yet Again

After several quarters of optimistic forecasts (and reasonable results), the Germany-based group K+S issued a statement yesterday headlined "Extraordinary weak demand for potash fertilizers continues / Clear reduction in expectations for 2009 sales volumes / Additional production curtailment in H2 / European prices reduced in line with the situation on overseas markets / Further significant reduction in revenues and earnings expected in 2009".
The stock price fell 14% and the slide continues today. The stock price correlates very well with POT.

Is Oil Going the Wrong Way, Or Do We Need to Adjust Our Perceptions?

Re BULLS' ARGUMENTS: 2. Inflation, ..., is a real probability, I quote "April CPI-U Annual Deflation of 0.7% versus SGS-Alternate Estimate of 6.7% Inflation" from the The Shadow Government Statistics website at www.shadowstats.com/
Maybe inflation is not just a 'real probability" but here already.