News & Commentary

US Ag Power

A great insight from Jim Willlie in his Golden Jackass March Newsletter. Imports to the US are slowing, but import prices are seriously in uptrend.

News & Commentary

Prison Investment

To provide another example of Total Economic Return analysis applied to an investment strategy, here is a letter that I wrote to the New York

News & Commentary

Greenspanspeak

Alan Greenspan’s comments on the current financial situation here: Greenspan Sees Many Casualties From Crisis By Jamie McGeever & Ian Chua – Reuters (17 Mar

News & Commentary

Wheat Fungus

Dangerous Wheat-Killing Fungus Detected in Iran From the UN News Centre (5 Mar 2008) “A dangerous new fungus with the ability to destroy entire wheat