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Heed the groundhog: More food commodity inflation is on the way

February 3, 2011 | Morning Briefing | 17 comments

Huge inflationary pressures have built up in the food commodity pipeline—wheat prices are up 110% in the last 12 months.

Egypt escalates the food crisis–and changes global policy on inflation too

January 31, 2011 | Daily JAM | 6 comments

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So–concretely–what do you buy/sell/hold to minimize damage from a potential emerging markets correction? Here’s how I work through that decision for Freeport McMoRan

January 21, 2011 | Stock Alerts | 3 comments

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It’s a good time for adding Goldcorp on weakness.

It’s a good time for adding Goldcorp on weakness.

January 13, 2011 | Daily JAM, Stock Alerts | 5 comments

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Deutsche Bank raises its target prices for the stocks of 9 commodity producers

January 11, 2011 | Daily JAM | 13 comments

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Will Alcoa’s solid quarter slow commodities drop?

January 11, 2011 | Daily JAM, Morning Briefing | 1 comment

Alcoa (AA) reported a solid fourth quarter yesterday and projected a 12% increase in demand for aluminum in 2011.

For short-term thrills and long-term profits there’s nothing quite like copper

For short-term thrills and long-term profits there’s nothing quite like copper

January 4, 2011 | Daily JAM | 10 comments

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Lindsay misses earnings estimates on problems with one of its two segments–I’d buy it here for the other, the irrigation business

Lindsay misses earnings estimates on problems with one of its two segments–I’d buy it here for the other, the irrigation business

December 22, 2010 | Daily JAM, Stock Alerts | 5 comments

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U.S. natural gas stocks will be an amazing bargain–but when? How about late 2011

December 21, 2010 | Daily JAM | 7 comments

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10 stocks picks for making a profit in a volatile 2011

10 stocks picks for making a profit in a volatile 2011

December 20, 2010 | Daily JAM | 10 comments

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For short-term thrills and long-term profits there’s nothing quite like copper

MacArthur Coal isn’t underwater but it sure is damp–buy on the drip?

December 16, 2010 | Daily JAM, Stock Alerts | 5 comments

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Potash of Saskatchewan argues higher food prices ahead–that will be good for fertilizer producers eventually

December 15, 2010 | Daily JAM, POT, Stock Alerts | 2 comments

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