Rogers Intl Commodity Agriculture
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Natural Gas Will Help to Drive Food Prices Higher
By Joshua Bondy - March 19, 2013 | Tickers: DBA, RJA, UNG
Natural gas is an important input in the creation of fertilizers. Slowly America's fracking miracle is starting to come out of its doldrums and it will help to boost fertilizer and food prices. Agricultural commodities do not receive the same fanfare as petroleum, but they are still viable investments.
US Natural Gas Rotary Rigs in Operation data by YCharts
With the fracking revolution, the supply of natural gas has more »
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Buy the Commodity Boom, But Ignore Money Printing
By Joshua Bondy - March 19, 2013 | Tickers: DBA, RJA, GLD
There are many reasons to buy into the commodity boom. The world's population is increasing and even the UN is starting to question if this growth is sustainable. With a limited amount of arable land, constraints in agricultural inputs, concerning crop yields, and a growing demand for meat there are many factors pushing commodity prices higher.
It is common to hear that the printing of money by the government more »
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Logistics not GMOs the Future of Agriculture
By Nick Slepko - November 16, 2012 | Tickers: AMZN, CQB, MON, RJA, SYT
“Whether it’s the restaurant or the supermarket or the kitchen supply shop, it’s hard to think of sector that is more commercialized and more replete with entrepreneurship and innovation. It is all monetized. … Quality customers are often more important to a restaurant than a quality chef.”
Professor Tyler Cowen’s recent book, An Economist Gets Lunch, is his latest success at illustrating “markets in everything” – and like his more »
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So you Want to be Rich? Buy a Tractor!
By Pierre De Vitton - November 1, 2012 | Tickers: RJI, RJA, SANW, TSCO
Investment legend Jim Rogers is right on the money: the future is in farming. I agree. Not that I plan to go into farming myself (you have to get up at 5am every day, not my cup of tea). But I've looked into Jim Rogers' views -after all, anybody who has made a $300 million fortune in the stock market the way Rogers has, if he says anything I more »
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HSBC & Jim Rogers – The Siegfried & Roy of the Asian Tigers
By Nick Slepko - June 21, 2012 | Tickers: ASEA, HSBA, HBC, RJI, RJA
The global banking group HSBC (LSE: HSBA)(NYSE: HBC) may be the single best stock for investors interested in emerging Asia (or even emerging Everywhere). However, for those wanting to avoid the headache of worrying about specific companies being able to execute (and less inclined to study the Dark Arts of BFSI accounting) – or for Americans legally denied the right to invest in some Asian economies by the US government more »
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Interview with Jim Rogers: Adventure Capitalist, Commodities King, Sugar Daddy..., part 2
By Nick Slepko - January 22, 2012 | Tickers: RJN, RJI, RJA
[Continued from part 1.]
Slepko: Over the years you have noted that the number of stock and bond mutual funds is enormous (in the last couple decades going from 30,000 to 70,000), compared to the miniscule commodity mutual fund options (going from 4 to 50). However, you have said that once the commodity mutual funds are in the thousands it will be time to get out. Do you more »