Global Market Commentary, Analysis and Investments
“I just want to stop and make sure we’re not on fire,” Brad said as we pulled over.
My friend Brad Farquhar is the co-founder and vice president of Assiniboia Capital, which invests in farmland. We had just driven through a canola farm some 50 miles outside of Regina, Saskatchewan. And apparently, the canola crop can get sucked in the car engine and cause a fire.
[Read more...]About five years ago, I launched my investment service, Mayer’s Special Situations with a special report, entitled Blue Gold.
The report laid out the compelling long-term case for investing in water-related stocks. The stocks I recommended in that report have performed extremely well, far outpacing the S&P 500 Index. But the investment backdrop for the water sector has become even more compelling today than it was five years ago.
[Read more...]My friend Brad Farquhar is the co-founder of Assiniboia Capital in Saskatchewan, which invests in farmland there, among other things. He sends the following note:
“Farm Credit Canada, the biggest ag lender in Canada, publishes a province-by-province report on movements in farmland prices in Canada every six months.
[Read more...]My friend Brad Farquhar is the co-founder of Assiniboia Capital in Saskatchewan, which invests in farmland there, among other things. He sends the following note:
“Farm Credit Canada, the biggest ag lender in Canada, publishes a province-by-province report on movements in farmland prices in Canada every six months.
[Read more...]Well-traveled asparagus…and the US in recession…
Markets were closed in the US yesterday. We didn’t bother to look at what happened outside the US.
We were tired. After traveling to China, Switzerland, England and France…we had run out of gas.
But yesterday, Memorial Day in the USA, gave us a time to fill up the tank.
[Read more...]Nothing is cheap in today’s investment world. Because of the trillions of currency units that governments all over the world have created – and are continuing to create – financial assets are grossly overpriced. Stocks, bonds, property, commodities and cash are no bargains. Meanwhile, real wages are slipping rapidly among those who are working, and a large portion of the population is unemployed or underemployed.
[Read more...]Back in 2008, Zimbabwe was suffering backbreaking levels of inflation. According to Johns Hopkins applied economics professor Steve H. Hanke, who developed the Hanke Hyperinflation Index for Zimbabwe (HHIZ), “…Zimbabwe’s inflation rate … peaked at 80 billion percent a month. That means around 6.5 quindecillion novemdecillion percent a year–or 65 followed by 107 zeros. To get a handle on it, realize that it’s equivalent to inflation of 98% a day. Prices double every 24.7 hours.”
[Read more...]“I thought this was a gas station,” huffed our Argentine friend with disgust. “I somehow forgot it was an Argentine gas station.”
Five gas trucks were parked out front of the YFP station just outside of Tucuman, where your editor and a group of friends were passing through last week on their way to Salta. Cars, vans and motorbikes of every description were queued up around the corner. The line wasn’t moving.
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Water – Still Blue Gold
I was in Bangkok while the floods were raging. I also visited Cambodia. The floods were in the news there as well. Though it did not affect Phnom Penh, where I was, the remote villages were dealing with a lot of water.
That’s the curious thing about water. There always seems to be either too much of it or not enough. What follows is another look at my favorite commodity and the opportunities of investing in it.
[Read more...]