Showing posts from August, 2016

Pyramus Compound

“The Pyramus Compound: Profiting From This $256.5 Billion Cash Grab,” 
If not total fiction then check companies like MEO1V, UPM1V, UFS, TVIA former SZYM, POL UPM has a nice concept car, BIOFORE

#Sugar price rally not over yet, says ISO, flagging 'critically low' stocks

Tues 30th August 2016Sugar price rally not over yet, says ISO, flagging 'critically low' stocksThe rally in sugar prices, already close to four-year highs, has further to run, spurred by the fall in world inventories to "critically low" levels, the International Sugar Organization said, despite foreseeing a rise in output.The intergovernmental group, in its first forecast for the world sugar production deficit in 2016-17, pegged it at 7.05m tonnes, one of the highest shortfalls on record.Following on from a 5.74m-tonne deficit in 2015-16, on an October-to-September basis, the shortfall leaves the world looking at a tumble in stocks below 75m tonnes by the end of next season.www.agrimoney.comRead the full article here:

Traders are tired for buying protection (puts) $VIX $OVX

Except maybe in soft commodities like corn, wheat and soybean.

EU #milk output surge 'over', boding well for prices

Thurs 25th August 2016EU milk output surge 'over', boding well for pricesThe surge in European Union milk production, blamed by many commentators for the extent of the world milk price downturn, is over, said Fonterra and Rabobank, which flagged support for values from Chinese dryness too."Milk production in the EU is now in decline," said John Wilson, the chairman of New Zealand-based Fonterra, the world's top milk exporter, which monitors closely the global industry.Rabobank estimated that milk output in the EU, the top producer, had fallen by 1.5% in June, a month for which official data are due imminently.The European Commission's latest data, for May, show a year-on-year increase of 0.8% in output, the slowest since the removal at the end of March 2015 of production quotas, which sent volumes soaring.www.agrimoney.comRead the full article here:
Volatility And The Bond Bull Market For the full story:

S&P 500


Commodity Futures Forecasts: August 15, 2016 – August 19, 2016


Corn $ZC_F

CornCorn futures are trading mostly 3 cents higher this morning. Prices closed higher on Friday despite USDA projecting US average yield at 175.1 bpa and a record crop at 15.153 billion bushels. Ears per acre in the objective yield plots were only the 4th highest on record, but USDA used a new all-time high for grain weight per ear. The projected new crop ending stocks are now 2.409 billion for 2016/17. World ending stocks rose because of the hike in the US, to a projected 220.81 MMT from 208.4 MMT last month. The weekly Commitment of Traders report showed managed money adding another 32,645 contracts to their net short position during the week ending Tuesday, August 9.

Can´t wait shortcovering rally :-)

Alarming Amount of Americans Going Hungry

It started with GMO crops in 1994, which are now found in every grocery store we visit - some may be on your table right now. Then it moved to burger patties produced at a laboratory in London inside of a petri dish; and now, insect farming for human consumption, namely crickets which have been used in tacos, flour, cookies and their own form of bite size snacks in a bag... It might sound gross today, but fake meat, and insects will be commonplace in our food system within 10-15 years. Fact is, we are headed toward a global crisis if we don't find alternative food sources; and unless we are okay with widespread social unrest across the world (including here in the West), we need food alternatives such as the ones just mentioned...

Nearly 15% of America can't afford enough food for basic nourishment... Even middle-income Americans borrow money on occasion to put food on the table, according to Market Watch.

An estimated half of Venezuelans aren't getting the food they need t…

Oil demand to slow

Oil price dip

Oil prices dip on US crude inventory build, record Saudi output

Crudeoil vs $SPX


Commodity Trader

Commodity TraderSurprise Natural Gas Drawdown Signals Higher Prices Ahead Posted: 09 Aug 2016 04:45 PM PDT The U.S. electric power sector burned through a record amount of natural gas in recent weeks, a sign of the shifting power generation mix and also a signal that natural gas supplies could get tighter than many analysts had previously expected. The EIA reported a surprise drawdown in natural gas inventories for the week ending […]
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