Search Results for: "agriculture"

Moooooooooo! The Ag Trade is Back!

Agricultural commodities, on the whole, have been one of the very worst places to be invested over the last three years. Compressed farm incomes, weak demand from emerging markets and a general distaste for anything real asset-related had kept a lid on prices and investors at bay. Not anymore. Food prices are shooting up dramatically…

The Wizard of Oz was about the Gold Standard

You learn something new every day. Here’s Jeff Saut, from his latest market commentary as chief strategist of Raymond James: Indeed, L. Frank Baum’s book was penned in 1900 following unrest in the agriculture arena (read: farmers) due to the debate over gold, silver, and the dollar standard. The book, therefore, is supposedly an allegory…

361 Capital Weekly Research Briefing

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

361 Capital Weekly Research Briefing

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…