Ned W. Schmidt

Contributor since: 26 Feb 2010

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• Agri-Food Thoughts

  Published 30 September 2008 | viewed 3,069 times

  One lesson of last nine years is that listening to Wall Street strategists is harmful to your future wealth. Doing just the opposite of daily…

• Dollar Death Ray #1

  Published 26 September 2008 | viewed 7,377 times

  Our graph this week is of the Dollar Death Ray, which is aimed directly at the value of the U.S. dollar. This plot is an…

• Gold Thoughts

  Published 21 September 2008 | viewed 4,857 times

  U.S. Secretary of the Treasury & Free Lunches has done Gold investors an incredible favor. While not  benefiting immediately as did those owning bank stocks,…

• Agri-Food Thoughts

  Published 14 September 2008 | viewed 2,819 times

  What happens when bad weather and a structural uptrend come together? The aftermath of Hurricane Ike may give us some insight. This week's chart is…

• Gold Thoughts

  Published 07 September 2008 | viewed 4,949 times

  Gold Bugs, this week around the world, will be joining together to celebrate the greatest financial collapse in history, past or future. In bureaucrat-speak, a…

• Agri-Food Thoughts

  Published 03 September 2008 | viewed 3,234 times

  If one listens to the popular business media, commodities are dead. When paper oil was trading at $147, the sky was the limit. Now, all…

• Gold Thoughts

  Published 26 August 2008 | viewed 2,632 times

  Delusional seems to be mental state of investment community as September approaches. Nonsensical talk of U.S. dollar having put in place a secular, or long-term,…

• Agri-Food Thoughts

  Published 19 August 2008 | viewed 1,842 times

  Ever since paper oil prices broke, journalists around the world have been brutally attacking keyboards in a rush to declare the end to investing in…

• Gold Thoughts

  Published 12 August 2008 | viewed 3,144 times

  In most recent Trading Thoughts we reported that the largest purchases of U.S. government debt by foreign official institutions had occurred in the prior week.…

• Agri-Food Thoughts

  Published 05 August 2008 | viewed 2,551 times

  With paper oil prices breaking, nonsense spewing forth from business media and strategists has expanded. Commodity prices have broken, many claim. Yes folks, those billion…

• Agri-Food Thoughts

  Published 22 July 2008 | viewed 2,370 times

  With paper oil prices having peaked, we keep hearing a question that demonstrates the uninformed minds of many strategists and talking heads in the business…

• Gold Thoughts

  Published 15 July 2008 | viewed 2,957 times

  Just in case you have been on Mars for the last week, Fannie Mae and Freddie Mac in the U.S. seem to be having some…

• Agri-Food Thoughts

  Published 08 July 2008 | viewed 2,244 times

  Virulent fall of equity markets may have more to do with date of 30 June than temporarily high paper oil prices. Last day of June…

• Gold Thoughts

  Published 01 July 2008 | viewed 3,793 times

  Those rushing into the paper oil market and chasing Gold on the latest news need to answer two important questions. Why has Silver not been…

• Agri-Food Thoughts

  Published 24 June 2008 | viewed 2,715 times

  The term "bubble" is thrown around a lot. It is especially used by analysts that do not understand why the price of something is rising.…

• Agri-Food Thoughts

  Published 10 June 2008 | viewed 3,299 times

  Investors are still adapting to the world of investing in commodities. In the world of paper equities, news is often important. A new phone is…

• Gold Thoughts

  Published 03 June 2008 | viewed 3,427 times

  As is readily apparent, the Gold market had been living this past year in those rare best of times. Federal Reserve was on a determined…

• Agri-Food Thoughts

  Published 27 May 2008 | viewed 2,222 times

  Prices are influenced by two forces. Inflation, caused by monetary expansion, is an increase in the general price level. That influence is felt directly though…

• Gold Thoughts

  Published 20 May 2008 | viewed 3,011 times

  Most of us have been waiting for higher inflation to erupt on the scene for some time. Government statisticians have been able to avoid the…

• Agri-Food Thoughts

  Published 13 May 2008 | viewed 2,850 times

  Ethanol is beginning of search for alternatives to petroleum based fuels, not the best nor the end of that search. Ethanol is first step in…