Many of my readers know that I have been all over the ramifications of the ethanol mandate, the effects it has had on the agriculture sector, and where I think investors can make money. We have been focused on restaurants – specifically protein heavy restaurants – that stand to benefit the most from falling commodity prices. In my latest piece on Forbes, I discuss the companies that have reported earnings already, and preview the ones coming up.
Check out my piece on Forbes discussing why mutual fund managers are having to go further out on the risk curve to generate alpha as the unintended consequences of government policy have forced them to make changes in their investment decisions.
Read my piece on Forbes to see why the largest cow herd expansion in history is underway, what the ramifications are, and how investors can profit.
If you’ve read some of my prior pieces, you know that I believe the entire agriculture commodity complex is in a historic bubble – a bubble created by the Ethanol Mandate. You can read about it in my Forbes article to see why prices are set to come down and where investors can make money off this major market shift.
George Soros is a legendary left wing investor and you can read how I believe he used the government to beat down the price of coal stocks in my Forbes article.
Check out my article in Forbes on how the privatization of PEMEX combined with U.S. softening on oil policy will impact prices for years to come. As Democrats move more towards the center, so does oil policy – and a republican administration would greatly accelerate development.
The Ethanol Election Delay
Wall Street Journal
This summer’s once-in-a-half-century Midwestern drought caused global prices for staple food products to soar by 10%—and corn in particular to jump by 25%, according to the World Bank. The food shortages across Africa, the Middle … Last October, the …
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