Gold Stocks Today » Agriculture

Water – Still Blue Gold

Chris Mayer — Mon, 28 Nov 2011 21:00:37 +0000

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 [...]

Water – Still Blue Gold originally appeared in the Daily Reckoning. The Daily Reckoning provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.

Crack This Code: EROEI

Chris Mayer — Wed, 09 Nov 2011 22:00:50 +0000

“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 [...]

Crack This Code: EROEI originally appeared in the Daily Reckoning. The Daily Reckoning provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.

Blue Gold…Still Shining

Tue, 14 Jun 2011 19:23:54 +0000

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 [...]

Blue Gold…Still Shining originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas.

Buy Gold…or Farmland

Mon, 13 Jun 2011 17:59:31 +0000

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. “Of course, we track this and are [...]

Buy Gold…or Farmland originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas.

The Rising Price of Oil and the Quality of Your Asparagus

Tue, 31 May 2011 21:30:36 +0000

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 [...]

The Rising Price of Oil and the Quality of Your Asparagus originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas.

Keeping Capital in a Depression

Fri, 13 May 2011 21:33:09 +0000

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 [...]

Keeping Capital in a Depression originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas. Bill Bonner, the founder of the the Daily Reckoning released his latest book Dice Have No Memory: Big Bets & Bad Economics From Paris to the Pampas in April 2011.

Today, Zimbabwe Tepidly Marks 31 Years of Independent Rule

Mon, 18 Apr 2011 15:31:37 +0000

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 [...]

Today, Zimbabwe Tepidly Marks 31 Years of Independent Rule originally appeared in the Daily Reckoning. The Daily Reckoning recently featured articles on stagflation, best libertarian books, and QE2 .

The Unfortunate State of the Argentine Beef Industry

Thu, 24 Mar 2011 21:30:33 +0000

“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. [...]

The Unfortunate State of the Argentine Beef Industry originally appeared in the Daily Reckoning. The Daily Reckoning now provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas.

Startling Increase in UK Food Price Inflation

Rocky Vega — Wed, 08 Sep 2010 09:08:49 +0000

Because of rapidly rising commodity costs the UK has experienced its quickest rate of food price inflation this year during the month of August, according to the British Real Consortium. In particular, wheat and sugar are two key ingredients behind steeply increasing expenses for food makers. According to Bloomberg: “Food prices rose an annual 3.8 [...]

Startling Increase in UK Food Price Inflation originally appeared in the Daily Reckoning. The Daily Reckoning, offers a uniquely refreshing, perspective on the global economy, investing, gold, stocks and today's markets. Its been called "the most entertaining read of the day."

Green Mountain Coffee Roasters (NYSE:GMCR) — CFRA Roasts Vermont’s Green Mountain

Rocky Vega — Fri, 03 Sep 2010 13:00:10 +0000

Green Mountain Coffee Roasters Inc. (NYSE:GMCR), the Vermont-based specialty coffee and coffee maker company, last week received a fairly negative research opinion from the Center for Financial Research and Analysis. How it’s impacted the stock is the issue that Dan Amoss, Agora Financial's editor of the Strategic Short Report, has investigated. Dan Amoss shows how [...]

Green Mountain Coffee Roasters (NYSE:GMCR) — CFRA Roasts Vermont’s Green Mountain originally appeared in the Daily Reckoning. The Daily Reckoning, offers a uniquely refreshing, perspective on the global economy, investing, gold, stocks and today's markets. Its been called "the most entertaining read of the day."