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Written by Mad Hedge Fund Trader
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Wednesday, 01 September 2010 15:44 |
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I have been waiting for a substantial dip in the grains to add
to a position in corn, and it is clear from the chart...
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Written by Dave Cohen
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Tuesday, 31 August 2010 14:18 |
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As economists focus on the Sacred GDP number, which must remain
positive to maintain the statistical recovery myth...
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Written by Mad Hedge Fund Trader
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Wednesday, 25 August 2010 03:33 |
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I just wanted to follow up on the rare earths piece which I
recently published. Despite lackluster market conditions...
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Written by Mad Hedge Fund Trader
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Friday, 20 August 2010 16:49 |
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When the current outbreak of angst biting at the heels of the
markets runs its course, and traders morph back into...
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Written by Mad Hedge Fund Trader
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Friday, 20 August 2010 15:25 |
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BHP Billiton’s (BHP) low key, South African CEO, Marius
Kloppers, has announced that he is making a hostile...
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Written by Dave Forest
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Tuesday, 10 August 2010 18:11 |
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One of my favorite journals is Project Finance. Having recently
raised $25 million for a mining project, and now...
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Written by Mad Hedge Fund Trader
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Monday, 09 August 2010 22:32 |
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I believe that the surge in the price of food we have seen in
recent weeks is the beginning of a major, secular...
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Written by Mad Hedge Fund Trader
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Monday, 09 August 2010 14:23 |
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It’s just a matter of time before global buying of the grains
spills over into the sugar market. A combination of...
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Written by Mad Hedge Fund Trader
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Monday, 09 August 2010 14:16 |
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Long time readers of this letter know that I have been a huge
bull on lithium plays, my pick in the sector...
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Written by Mad Hedge Fund Trader
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Wednesday, 04 August 2010 14:35 |
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Now the grains are literally on fire.
News reports over the weekend of wild fires triggered by
historic...
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Written by Mad Hedge Fund Trader
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Friday, 30 July 2010 13:53 |
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If you think that the upcoming energy shortage is going to be
bad, it will pale in comparison to the next water...
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Written by Dave Forest
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Wednesday, 28 July 2010 19:49 |
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Exploration is a complex business. Ore bodies are almost never
straight-forward. And in most cases the only...
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Written by Charlotte Dudley
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Friday, 23 July 2010 09:47 |
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A new study says climate change will take a “serious toll” on
American water supplies in the coming decades...
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Metals 
