Currently viewing the tag: "Dry Heat"

The Metals Melt Down. DRY HEAT Report 9/22/14

On September 22, 2014 - 7:30 AM By

Writing this market letter late Sunday evening I am struck by the realization that anyone who bought silver, even at the lows of the last four years, a loser on the trade. Gold has lost but has held up better than silver. If you bought either metal between early 2010 and midyear 2013, and you [...]

Continue Reading

Farm Futures recently published their study of the “Best Places to Farm” in the United States. Bryce Knorr, who writes “ Morning Market Review” on the Farm Futures website, explained the study in an online article released last Friday. He explained that 3,000 U.S. counties were compared using data from a recently released Census of [...]

Continue Reading

HUGO A GO GO. DRY HEAT Report 9/2/14

On September 2, 2014 - 7:52 AM By

General Comment: I have commented many times in the past about how our government, through the offices of the Bureau of Labor Statistics or the U.S. Treasury Department, has “adjusted” the methods used to calculate reports of unemployment, employment and inflation, to name a few. Stats that if measured using methods of 1990 that would [...]

Continue Reading

Blowhole, Wyoming. DRY HEAT Report 8/25/14

On August 25, 2014 - 8:35 AM By

Have you ever been to Jackson Hole, Wyoming? If you haven’t, you really should take a road trip there. It is one of the most beautiful places in the United States. It has become an annual gathering place for some of the most powerful people on the planet and I think it should be renamed [...]

Continue Reading

Good Ole Genetics. DRY HEAT Report 8/4/14

On August 4, 2014 - 9:58 AM By

I would say that just about everyone involved in commodity futures trading has read about the controversy of GMOs or genetically modified organisms. There have been fantastic advances in genetic modification that include drought resistant crops. There are also people who believe that Monsanto, a leader in corn and soybean genetic modification, has played fast [...]

Continue Reading

I like to compare the prices of different proteins, beef, pork, poultry and fish. Everyone is aware of the recent price surges of beef and pork, in particular, and the reasons why their supply has been curtailed. A normal reaction to these supply disruptions would be a rapid expansion of the U.S. chicken flock. That [...]

Continue Reading

General Comments: Near the end of June this year, Peter Schiff wrote a blog titled “The Bond Trap”. A story the Financial Times prompted his blog, stating that “some Fed officials would like to require retail owners of bond mutual funds to pay an exit fee to liquidate their positions. Federal Reserve Governor Jeremy Stein [...]

Continue Reading

Perfect Storm. DRY HEAT Report 6/30/14

On June 30, 2014 - 8:59 AM By

Hogs: On Friday the Quarterly Hogs & Pigs report was released. All hogs and pigs inventory, as of 6/1/14, was 62.1 million head, down 5% from 6/1/13 and down 1% from 3/1/14. The breeding inventory was 5.85 million head and down little from last year, but up a little from the previous quarter. Market hog [...]

Continue Reading