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Potash of Saskatchewan lowers guidance for 2012–I’d use the current rally to exit positions

Potash of Saskatchewan lowers guidance for 2012–I’d use the current rally to exit positions

July 27, 2012 | Daily JAM, POT, Stock Alerts | 3 comments

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Not a great quarter for Freeport McMoRan Copper & Gold, but not nearly bad enough to justify the current low stock price

July 25, 2012 | Daily JAM, Stock Alerts | 10 comments

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Short-term production problems at Goldcorp add up to a buying opportunity if you’re building a long-term inflation hedge

Short-term production problems at Goldcorp add up to a buying opportunity if you’re building a long-term inflation hedge

July 11, 2012 | Daily JAM, Stock Alerts | 13 comments

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China moves from inflation to deflation worries in a year

July 10, 2012 | Daily JAM, Morning Briefing, Short Term | 5 comments

China has moved from worrying high inflation (a high of 6.4% in June 2011) to worries of deflation in just a year. Consumer prices dropped 0.6% in June from May. Consumer prices were up at just a 2.2% annual rate.

Alcoa kicks off earnings season and the message is–The global economy is weak, just as expected, but with surprising pockets of strength

July 9, 2012 | Daily JAM, Videos | 3 comments

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Financial markets continue to move east: Hong Kong Exchanges acquires the London Metal Exchange

June 15, 2012 | Daily JAM, Stock Alerts | 0 comments

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The odds are rising that the second half of 2012 will see a return of the disruptive climate pattern known as El Nino–commodity markets beware

June 13, 2012 | Uncategorized | 34 comments

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Acquisition rumors (and I think that’s all they are, darn) swirl around Freeport McMoRan Copper & Gold

April 17, 2012 | Daily JAM, Stock Alerts | 0 comments

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Potash of Saskatchewan lowers guidance for 2012–I’d use the current rally to exit positions

Planting is up and grain stocks are down–great news for agriculture stocks this morning from the USDA

March 30, 2012 | Uncategorized | 3 comments

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Tough times for coal producers are throwing up some bargains, but I would’t buy just yet

March 26, 2012 | Daily JAM | 5 comments

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In the oil wars it’s the Saudis against the speculators and so far the speculators are winning

In the oil wars it’s the Saudis against the speculators and so far the speculators are winning

March 22, 2012 | Daily JAM | 8 comments

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Glencore buys Viterra and Agrium (AGU) looks set to pick up another 260 retail farm stores

March 21, 2012 | Daily JAM, Stock Alerts | 1 comment

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