Recently, at a party in New York, I mentioned that I had been talking to various groups in the United States and Europe about investment opportunities in the commodities market. Before I could get out one more word, a woman interrupted me. “Commodities!” she exclaimed, with the kind of incredulity in her voice that Manhattanites [...]
Archive for April, 2008
INVESTING IN THE COMMODITIES MARKET
Posted in Economy, Investments on April 29, 2008 | 1 Comment »
Waste Management – Turn garbage into “Gold”
Posted in Investments on April 29, 2008 | Leave a Comment »
Waste Management (NYSE: WMI, $35.76) is the largest provider of municipal solid waste management in the U.S. with a roughly 26% share of the $52 billion industry.
Roughly 64% of revenues come from waste collection fees, 22% from landfill-related tipping fees, 9% from recycling and 5% from WMI’s waste-to-energy operation, Wheelabrator.
Competitive Advantages: WMI’s primary competitive advantage [...]
Food Riots in Cameroon = Cash in Decatur
Posted in Economy, Investments on April 22, 2008 | Leave a Comment »
Brick-throwing crowds have been reported in Egypt, Cameroon, Cote d’Ivoire, Senegal and Ethiopia. But these are not your usual protestors or hooligans…
Meanwhile, the army has been called out in Pakistan and Thailand to protect against thefts from stores, fields and warehouses. Ministers from around the world are meeting under the aegis of the World Bank [...]
Supermarket Wakeup Call
Posted in Economy, tagged bridges to hope foundation, Economy on April 22, 2008 | Leave a Comment »
Brother, can you spare a pat of butter?
That’s no idle question in Japan, as Mariko Watanabe has discovered. The Tokyo housewife went to the local supermarket for butter this week, intent on baking a cake. Much to her surprise, the shelves were bare.
“I went to another supermarket, and then another, and there was no butter [...]
Food Crisis May Threaten Your Portfolio
Posted in Economy, Investments, tagged bridges to hope foundation, Economy, Investments on April 16, 2008 | Leave a Comment »
The United Nations’ Food and Agriculture Organization (FAO) said that world cereal production may jump a record 2.6% this year as farmers boost plantings.
In other words, supply is fine.
Except … wait a minute … what’s that other report I read last month? The one that said world cereal demand is growing at 3% [...]
FED is stepping OUT of Boundaries?
Posted in Economy, Investments, tagged bridges to hope foundation, Economy, Investments on April 11, 2008 | Leave a Comment »
Is there anything the U.S. Federal Reserve WON’T do? That’s the question I’m asking myself here as I watch it go further and further down the “extreme activism” road.
As I’ve pointed out, it’s not just the Fed, either. Congress and the Bush administration are stepping up their plans to intervene and support the housing and [...]
Savvy Players Bet Big on Commodities
Posted in Economy, Investments, tagged bridges to hope foundation, Economy, Investments on April 11, 2008 | Leave a Comment »
The heated debate continues. Are commodities merely enjoying the pause that refreshes, or has the bubble burst?
To gain some perspective on this question, let’s look to some commodity bull markets of the past.
When most folks think of a big commodity bull run, their minds turn to the 1970’s. They remember OPEC, long gas lines, high [...]
Commodities heating up again…
Posted in Economy, tagged bridges to hope foundation, Economy, Investments on April 11, 2008 | Leave a Comment »
Long May You Run
Oil is predicted to stay above $100, and base metals have touched off a mini crime wave.
With commodities heating up again, could a full-blown mania be ahead?
The commodity cycle is still young, and that means the best is yet to come.
Although these changes have come
With your chrome heart shining in the sun
Long [...]
Distortions, Deceptions and Outright Lies on Wall St.
Posted in Economy, Investments, tagged bridges to hope foundation, Economy, Investments on April 7, 2008 | Leave a Comment »
Beware.
The greatest threat to your financial future is not the danger you see or the beast you know. It stems from all those realities that you don’t see or don’t know.
This great uncertainty is not your fault. Quite the contrary, I lay the blame squarely on …
1. Washington’s distortions of its most vital economic data [...]
The Handwriting on the Wall for the U.S. Dollar
Posted in Economy, Investments, tagged bridges to hope foundation, Economy, Investments on April 7, 2008 | Leave a Comment »
It’s amazing; truly amazing.
Ever since the Fed bailed out Bear Stearns and cut interest rates by “only” 75 basis points a couple of weeks ago, Wall Street’s most infamous Pollyannas have been coming out of the woodwork.
“The credit crisis is ending!” they proclaimed.
“The crash in the U.S. dollar is behind us!” they crowed.
“The great boom [...]
