Ned W. Schmidt

Contributor since: 26 Feb 2010

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• Agri-Equities and Agri-Food Prices: Both Strong

  Published 09 January 2017 | viewed 0 times

  When has food been more valuable than technology? Aside from all of history, that was especially true in 2016. Chart below is our Investment Scoreboard…

• Agri-Commodities: Birthing a New Bull?

  Published 12 December 2016 | viewed 0 times

  An investment reality is that neither bear nor bull markets last forever. From high, July 2014, to low, October 2016, the Agri-Food Price Index fell…

• Agri-Commodities Winning in 2016

  Published 09 June 2016 | viewed 0 times

  The inevitable just seems to keep coming around. That over time food would become scarcer in our world has been well known for decades. Simply…

• U.S. Inflation: Prepare for 4% (or more!)

  Published 22 February 2016 | viewed 0 times

  Last we visited on the subject of U.S. inflation (November, 2015) we wrote, "Using those simplistic numbers suggests that U.S. inflation as measured by the…

• Investment Leadership Changes Permanent?

  Published 08 February 2016 | viewed 0 times

  In the Summer of 2015 a major discontinuity occurred in financial markets. That which was, was no longer. That which had not been, suddenly was.…

• Why are Gold Stocks Outperforming?

  Published 07 January 2016 | viewed 0 times

  Even a cursory review of U.S. stock market indices over the past year shows sharp differences in the character of the first half of last…

• U.S. Inflation: Setup to Upset

  Published 18 November 2015 | viewed 0 times

  Is U.S. inflation setup to upset the markets? Motivation for considering this question begins with graph to right. Plotted in that chart is the year-to-year…

• Peak Food 3: Island Earth

  Published 29 September 2015 | viewed 0 times

  Island Earth is our latest article on the concept of Peak Food, which was introduced in two previous articles. We do recommend reading those other…

• Peak Food 2

  Published 10 August 2015 | viewed 0 times

  Last we visited on Agri-Foods the concept of Peak Food was introduced. That shift in the fundamentals of global food production was identified as adding…

• $GOLD: Prelude to a Double

  Published 20 July 2015 | viewed 0 times

  Rarely does childish selling of the Street and massive forced selling in China give Gold investors an opportunity to potentially double their money. That is…

• Peak Food, An Introduction

  Published 26 May 2015 | viewed 0 times

  Your high-tech toy watch won't buy you an egg. To date, the U.S. is on course to destroy 40,721,073 birds, mainly laying hens. Yes, elves…

• $GOLD: Year 2007 Again

  Published 22 April 2015 | viewed 0 times

  Imagine you could go back in time so you could buy some investment at a bargain. Many might also wish to go back in time…

• Agri-Equities: New All Time High

  Published 08 December 2014 | viewed 0 times

  China now surpasses the U.S. in real economic terms. "Real", most simply defined, is the production and consumption of actual goods and services with prices…

• China: Follow The Money!

  Published 24 November 2014 | viewed 0 times

  On morning of 17 November, while Western investors were sleeping, China opened the door to its investment world. On that day China began two way…

• U.S. Dollar: The Last Hurrah?

  Published 22 September 2014 | viewed 0 times

  End of empire is a difficult time for two groups, investors and patriots. A hundred years ago the U.S. took the economic baton from England…

• Are Commodities Talking to Us?

  Published 28 July 2014 | viewed 0 times

  Markets often do talk to us, if only we would listen. Our ears serve as only part of listening. An open mind is also required.…

• 2014: Gold Stocks Winning!

  Published 20 June 2014 | viewed 0 times

  Half of 2014 is nearly behind us, and little is turning out as popularly expected. That is unless one was watching development of the past…

• 2014: Agri-Commodities Prices Winning

  Published 27 May 2014 | viewed 0 times

  Or, how long does it take the Street to identify an elephant in the room? Apparently the answer to that question is a time period…

• 2014: Year of Commodities (May)

  Published 05 May 2014 | viewed 0 times

  Thus far in 2014, April ended on schedule and May arrived as expected. Well-placed sources, wishing to remain anonymous as they are not at liberty…

• 2014: Year of Commodities (March)

  Published 25 March 2014 | viewed 0 times

  That 2013 was a year when equities ruled supreme is now well recorded history. Generally speaking, expectations at the end of the year were that…