LuKi Posted mai 24, 2010 Report Share Posted mai 24, 2010 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 Link to comment Share on other sites More sharing options...
sharpshoota Posted august 4, 2010 Report Share Posted august 4, 2010 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 ? Litt skummelt å gå mot trenden men vil tro den faller som en stein når det skal tilbake til normalen. Link to comment Share on other sites More sharing options...
sharpshoota Posted august 6, 2010 Report Share Posted august 6, 2010 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 Link to comment Share on other sites More sharing options...
sharpshoota Posted august 6, 2010 Report Share Posted august 6, 2010 Goldman Sachs mener hveteprisene har skutt for høyt, men at usikkerhet rundt produksjonen vil fortsette å støtte prisene på kort sikt. Link to comment Share on other sites More sharing options...
sharpshoota Posted august 9, 2010 Report Share Posted august 9, 2010 mulig HS på gang her nå. Link to comment Share on other sites More sharing options...
sharpshoota Posted august 16, 2010 Report Share Posted august 16, 2010 Agrium byr på australias største korneksportør Link to comment Share on other sites More sharing options...
sharpshoota Posted august 19, 2010 Report Share Posted august 19, 2010 Crop Progress: Corn Conditions Slip Link to comment Share on other sites More sharing options...
sharpshoota Posted september 17, 2010 Report Share Posted september 17, 2010 DBA har gådd bra helt siden mai....den har støtte på 27... Kan være et bra alternativ for diverifisering av porteføljen. Link to comment Share on other sites More sharing options...
sharpshoota Posted februar 15, 2011 Report Share Posted februar 15, 2011 Provinsene som står for to tredjedeler av Kinas hveteproduksjon opplever den verste tørken på 60 år. Det kan få enorme konsekvenser. Link to comment Share on other sites More sharing options...
sharpshoota Posted juni 30, 2011 Report Share Posted juni 30, 2011 Hentet fra FT.com : Corn price plunges as US acreage rises Grain suffers its steepest fall in 15 years Link to comment Share on other sites More sharing options...
sharpshoota Posted august 26, 2011 Report Share Posted august 26, 2011 Er DBA og DAG akkurat samme ??? ...vurdere long her hvis denne tester støtten sin etter bruddet opp..... Link to comment Share on other sites More sharing options...
sharpshoota Posted august 29, 2011 Report Share Posted august 29, 2011 Er DBA og DAG akkurat samme ??? ...vurdere long her hvis denne tester støtten sin etter bruddet opp..... Jo nå fant jeg det ut , DAG er samme bare med dobbelgearing....altså DBA X2.... Link to comment Share on other sites More sharing options...
sharpshoota Posted august 29, 2011 Report Share Posted august 29, 2011 Prisene på soyabønner og hvete er nå på det høyeste nivået på fem måneder. Det rammer verdens fattigste hardt. Link to comment Share on other sites More sharing options...
sharpshoota Posted september 7, 2011 Report Share Posted september 7, 2011 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 Link to comment Share on other sites More sharing options...
sharpshoota Posted september 8, 2011 Report Share Posted september 8, 2011 The hottest summer since 1955 in parts of the Midwest has eroded corn yields in the U.S., the world’s largest grower and exporter, sending prices to record highs for the harvest season Link to comment Share on other sites More sharing options...
sharpshoota Posted mai 27, 2012 Report Share Posted mai 27, 2012 AWESOME PHOTO: The Fight That Broke Out At The Chicago Mercantile Exchange Read more: http://www.businessinsider.com/fight-at-the-chicago-mercantile-exchanche-2012-5#ixzz1w3fbZusY Link to comment Share on other sites More sharing options...
sharpshoota Posted juli 19, 2012 Report Share Posted juli 19, 2012 Grains suppliers are starting to default on previously agreed sales to major importers, including top wheat buyer Egypt, rather than deliver on contracts that are now losing money because of the huge rally in prices sparked by the U.S. drought. http://www.cnbc.com/id/48238188 Link to comment Share on other sites More sharing options...
sharpshoota Posted juli 31, 2012 Report Share Posted juli 31, 2012 Mais går mot sin største månedlige prisoppgang på mer enn to tiår, idet den verste tørken på et halvt århundre krymper avlingene. Det skriver Bloomberg News tirsdag http://www.dn.no/forsiden/borsMarked/article2443124.ece Link to comment Share on other sites More sharing options...
sharpshoota Posted august 19, 2012 Report Share Posted august 19, 2012 Link to comment Share on other sites More sharing options...
sharpshoota Posted august 23, 2012 Report Share Posted august 23, 2012 Link to comment Share on other sites More sharing options...
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