Ned W. Schmidt

Contributor since: 26 Feb 2010

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• Agri-Food Thoughts

  Published 24 February 2009 | viewed 4,127 times

  We have noticed some fundamental differences between the governments of China and the U.S. First, the U.S. government owes the rest of the world almost…

• Gold Thoughts

  Published 17 February 2009 | viewed 4,326 times

  Suppose we had two horses, and both are required to pull our carriage. Our budget only permitted the purchase of two daily servings of oats.…

• Agri-Food Thoughts

  Published 10 February 2009 | viewed 2,913 times

  Structural investments are perhaps the most powerful. Gold has, for example, been in a structural bull market for more than a decade. Those political and…

• Gold Thoughts

  Published 03 February 2009 | viewed 3,351 times

  Last week the U.S. Congress did us all a favor. $Gold rose by about $40 due to their efforts. What did they do? Well, the…

• Agri-Food Thoughts

  Published 27 January 2009 | viewed 3,182 times

  A perhaps amazing characteristic of trends is that they do not continue indefinitely. One can not help also noticing the inability of journalists to correctly…

• Gold Thoughts

  Published 20 January 2009 | viewed 4,294 times

  The 1930s was the birth of Keynesianism. Economists needed a simple answer as to why they had been so wrong. Since then, the U.S., and…

• Agri-Food Thoughts

  Published 13 January 2009 | viewed 3,170 times

  Remember as we have talked before, commodities is not a homogeneous asset class. It includes three asset groups, each with distinctively different dynamics and drivers.…

• Gold Thoughts

  Published 06 January 2009 | viewed 3,337 times

  The Era of Simple Solutions continues to unfold. For every complex problem, as the wise man once said, there is a simple solution, that is…

• Agri-Food Thoughts

  Published 30 December 2008 | viewed 6,297 times

  Gold Bugs, and others deemed misguided by the Street, missed out on another one. If they had listened to really smart people, they would have…

• Gold Thoughts

  Published 18 December 2008 | viewed 3,204 times

  Measurement is perhaps second greatest problem in establishing satisfactory economic policies for a nation. That matters because those economic policies influence the value of the…

• The Agri-Food Value View

  Published 15 December 2008 | viewed 3,473 times

  "Wealth Creation Through Global Agri-Food Investments" Interim Comment 24 November 2008 None of us are enjoying the bear market in equities brought on by the…

• Gold Thoughts

  Published 08 December 2008 | viewed 3,490 times

  Perhaps the greatest gift we all could receive in the coming season of year end holidays would be the final demise of the hedge fund…

• Gold Thoughts

  Published 25 November 2008 | viewed 4,970 times

  The superiority of returns on Gold to investors over the miserable returns on paper equities would seem at some point to become an embarrassment to…

• The Agri-Food Value View

  Published 24 November 2008 | viewed 3,759 times

  Interim Comment None of us are enjoying the bear market in equities brought on by the collapse of the speculative investing done by hedge funds.…

• Agri-Food Thoughts

  Published 09 November 2008 | viewed 3,433 times

  Despite ravages brought on by joyful liquidation of hedge fund industry, Agri-Food prices continue to show superior relative performance when compared to equities. That conclusion…

• Gold Thoughts

  Published 02 November 2008 | viewed 4,005 times

  In the past few weeks, U.S. Federal Reserve has joined with U.S. Treasury in an attempt to remedy the financial fiasco. In that effort, the…

• Agri-Food Thoughts

  Published 26 October 2008 | viewed 2,565 times

  While a bear market is not fun, we should acknowledge the benefits. First, it will eliminate much of the "hedge" fund industry, those that helped…

• Dollar Death Ray #3

  Published 19 October 2008 | viewed 4,196 times

  In previous Dollar Death Ray we saw how size of U.S. Federal Reserve balance had exploded. That financial frenzy continues. In most recent report, Federal…

• Agri-Food Thoughts

  Published 12 October 2008 | viewed 2,586 times

  With the welcome liquidation of much of today's hedge & speculative fund industry, equity markets of the world have been ravaged. Investors, globally, are focused…

• Dollar Death Ray #2

  Published 03 October 2008 | viewed 4,162 times

  Dollar Death Ray, powered by the U.S. Treasury and the Federal Reserve, is aimed at the heart of the U.S. dollar. Forget the U.S. Congress…