Jump to content
Sign in to follow this  
LuKi

mais, hvete, ris og gjødsel

Recommended Posts

Hei.

 

Har lest fra flere kilder at matvarer -mais, hvete, ris- er i starten av en langsiktig bull-trend.

 

Jeg lurer på om noen her i forumet har noen erfaringer med spekulasjoner i disse råvarene, deres derivater eller gjødselprodusenter?

 

Hilsen,

LuKi

Share this post


Link to post
Share on other sites

Har vært et skikkelig rally i hvete siste tiden, mye pga av skogbrannene som herjer i Russland.

 

De meldte ikke om dette på nyhetene før i går men tydelig at mange har fått med seg dette før den tid.

Mulig dette blir forsterket pga spekulasjoner.

 

Når skal vi begynne shortingen her da ? happy.gif

Litt skummelt å gå mot trenden men vil tro den faller som en stein når det skal tilbake til normalen.

Share this post


Link to post
Share on other sites

From Bloomberg:

American farmers are poised to enjoy one of the greatest years ever for American agriculture as wheat prices skyrocket in the wake of Russia’s drought, according to Dennis Gartman, economist and editor of the Gartman Letter.

 

Wheat rallied to the highest price in 23 months after Russia, the world’s third-biggest grower, banned exports of the crop following the country’s worst drought in at least a half-century. Prices for wheat have climbed 17 percent this month, on top of a 38 percent surge last month.

 

The U.S. has the world’s only abundant source of grain in deliverable locations, Gartman said today in a radio interview with Tom Keene on “Bloomberg Surveillance.” A heat wave in Russia, dry weather in Kazakhstan, Ukraine and the European Union, and flooding in Canada ruined crops.

 

“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.”

 

Wheat for December delivery rose 54 cents to $8.0925 a bushel as of 11:46 a.m. on the Chicago Board of Trade, the highest since September 2008.

 

Gartman, who began his career as an economist for Cotton Inc. in the early 1970s, said wheat’s rally will also boost other crops, including rice, corn and soybeans, as consumers seek alternatives.

 

Windy City

 

“You can almost hear the drumbeat in Chicago,” the Suffolk, Virginia-based economist said. “This is not just wheat that is going higher. It’s pulling the entire agriculture commodity markets along with it.”

 

Companies, particularly in U.S. Midwestern states that support the agriculture industry, are also poised to benefit as farmers spend more money on livestock feed, machinery and retail goods, Gartman said. He recommended buying shares of farm equipment manufacturer Deere & Co., fertilizer producers and local Midwestern banks, which will gain from better loans.

 

Beer brewers, restaurant companies and livestock producers may be hurt by increasing commodity prices, he said.

 

To contact the reporters on this story: Alex Kowalski in New York at akowalski13@bloomberg.... Tom Keene in New York at tkeene@bloomberg.net

Share this post


Link to post
Share on other sites

Litt mer info om DBA:

DescriptionThe PowerShares DB Agriculture Fund (Symbol: DBA) (the “Fund”) is based on the DBIQ Diversified Agriculture Index Excess Return™ (the “Index” or "DB Agriculture Index") and is managed by DB Commodity Services LLC (the “Managing Owner”). The Index is a rules-based index composed of futures contracts on some of the most liquid and widely traded agricultural commodities. The Index is intended to reflect the performance of the agricultural sector.

PowerShares DB Agriculture Fund

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
Sign in to follow this  

×
×
  • Create New...