Thought Exchange

Tagged: commodities RSS

• 1:43 PM on August 10, 2010 Permalink
  Tags: commodities, Cramer ( 2 ), POT   

  Cramer just recommended on the pay site buying deep in the money calls on Potash (POT) on this pullback. Reason for the recommendation, wheat shortages and (of all things) ethanol.

  ArlingtonJB, and Pete are discussing. Toggle Comments

   

  • Pete 1:05 PM on August 11, 2010 Permalink | Log in to Reply

    CNBC Article Wheat Price Rise May Ignite Global Food Riots

    • ArlingtonJB 9:49 AM on August 17, 2010 Permalink | Log in to Reply

      Looks like Cramer caught a good one with the POT options via the buyout offer.

• Pete 12:29 PM on August 5, 2010 Permalink
  Tags: commodities, DBA, Sentiment ( 84 )   

  Marketwatch.com reporting:

  Wheat futures rallied 8% on Thursday, trading at a 23-month high as Russia slapped a temporary ban on grain exports in the face of a devastating drought, rekindling concerns about supplies.

  Dennis Gartman was on Fast Money last night giving his thoughts on wheat:
  Hottest Market Out There

  Tom Keene interviewed Dennis Gartman today:
  U.S. to Reap as Russia Wheat Dries Up, Gartman Says

  “You have a situation unlike anything that I’ve seen in the 35 years I’ve been trading in the grain markets,” Gartman, 59, said. “This is going to be one of the great years for American agriculture probably in history. Let’s not mince words here.”

  Don Dion from TheStreet.com reporting:
  Soaring Wheat Prices Fuel ETF Rally

  WSJ.com MarketBeat reporting how wheat prices might affect the Loonie:
  Loonie to Benefit from Wheat Price Surge?

  As we can see ‘everyone’ is now following the wheat story. Now I am just waiting for my barber to say wheat is a good investment! :)

  Pete, and ArlingtonJB are discussing. Toggle Comments

   

  • ArlingtonJB 12:44 PM on August 5, 2010 Permalink | Log in to Reply

    Has Cramer done a show about wheat and/or ag stocks this week?

    • ArlingtonJB 12:48 PM on August 5, 2010 Permalink | Log in to Reply

      Answered my own question – no he hasn’t. I wonder if he will tonight?

      • Pete 1:04 PM on August 5, 2010 Permalink | Log in to Reply

        If he does he most likely will be pounding the table on his favorite Ag companies. Will be funny to see if he jumps on the bandwagon. Teresa’s members ETF worksheet has been showing ELEMENTS~Rogers Intl Com Agric (NYSE:RJA) hanging around on top of the list. That is telling us it has been ‘game on’ before the mass media caught on.

        • ArlingtonJB 8:23 AM on August 6, 2010 Permalink | Log in to Reply

          Bingo! He covered ag and as you predicted, he touted his faves – POT, BG, DE, DD, MON.

          • Pete 12:12 PM on August 6, 2010 Permalink

            Yep those are the same names he was pounding the table in the last Ag run.

• Teresa Lo 1:35 PM on May 10, 2010 Permalink
  Tags: China ( 17 ), commodities, emerging markets ( 13 ), leverage   

  Emerging Markets: Nothing More Than a Leveraged Bet? 

  For investors, the video of the week was last Friday’s interview with Jack Ablin of Harris Private Bank.