Currently viewing the tag: "Dry Heat"

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

Spring Fever [Dry Heat] 3/24/14

On March 24, 2014 - 9:05 AM By

DRY HEAT ______________________________________________________ 3/22/13 General Comments: I was wondering what the economic effects will be when the Midwest and East coast finally thaw out? A number of friends from Chicago and other cold climes have been in Phoenix this season and if their behavior is any indication, there will be a lot of happy people [...]

Continue Reading

Monday, Monday [Dry Heat]

On March 17, 2014 - 8:52 AM By

DRY HEAT Timothy Hughes ______________________________________________________ 3/16/14 General Comment On Friday I wasn’t able to write my market letter and this weekend a verse of the Mamas & Papas song, Monday Monday, kept running through my head. “Monday, Monday, can’t trust that day….”. An article in the Financial Times told of Russian companies pulling billions [...]

Continue Reading

Globalization in danger [Dry Heat]

On March 3, 2014 - 9:22 AM By

3/2/14 General Comment Ukraine has mobilized for war today (Sunday) after Russian seizure of Crimea and the approval by the Russian parliament for Putin to use force in Ukraine. Could this be the beginning of the end of globalization? After all, China has formed economic alliances with Russia and if an economic war were to [...]

Continue Reading