Thanks to the Federal Reserve, we have no inflation. Having said that, we also have inflation. Not to confuse your dog brains or anything, but inflation is not what you think it is. Real inflation is something that only the Chinese and the Indians have to deal with. Here in America, the Federal Reserve defeats all forms of inflation with their “inflation laser beam” guns.
Year to date, cotton is up 42%, tin 21%, nickel 16%, cocoa 11%, coffee 8%, corn 8%, uranium 6% and cattle 5%. Hell, Brent crude is up a fuckload too, as well as all forms of heating oil, lending (mind you) to terrific crack spreads for the refiners. Should these spreads sustain, shares of HOC, VLO, ALJ, DK and TSO will continue to soar.
The dollar is down 0.4% today, putting it down 10% over the past 9 months.
What does this mean for a fucktard, such as yourself?
Well, for one, the idiot clothes you wear will have to go up in price. And, the next time you book a trip to Europe, prepare to get fleeced. Higher commodity prices is a not so subtle way of governments telling you to go fuck yourselves. Pay the toll; shut your fat face. Speaking of fat, you really need to stop eating so much. It’s making the price of rice go up.
The only logical thing to do, when faced with such egregious forms of “non-inflation,” is to milk the farmer, ahead of the planting season. Farmers will be spending money like rappers this spring. Count on that. Just going off the back of a napkin here, I reckon the shares of AGU, MOS, DE, CF, TEX, CAT, BG, MON, ANDE, LNN, VMI, just to name a few, are going a lot higher. Ya’ll fuckers need to recognize this shit right here and stop thinking you are outside the bun. You stupid motherfuckers: you are the bun and Bernanke is hungry for some burger. All of you are simply afterthoughts in the big scheme of things.
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” Here in America, the Federal Reserve defeats all forms of inflation with their “inflation laser beam” guns.”
…you mean in addition to their lies and questionable practices?
“The Bernanke” is on crack.
Just saying…..
If you’ve got a thinkorswim account, you can look at the crack spread using the formula in this page:
http://www.investingwithoptions.com/2011/02/15/lets-take-another-look-at-the-crack-spread/
keep us updated young man
Mr. Fly, I you ever want to relieve some of your anger brought on by humanity, come on down to southern AZ and I’ll let you shoot at (just to scare) some of the crossers.
How much do you have to have to be Rich As Fuck?
9 million
So sorry, MRKCBILL, I heard you only have 8.5 mil.
Yes but its all in the $SPY and I still have 2 hours left today.
You’ll be at 10m tomorrow
Then take a nap and relax … done deal!
How much to be “ghetto fabulous”?
Two gold chains are all you need.
And 5 bitches with big asses. Can’t forget that critical metric.
Let’s talk when you get a platinum tank.
No Limit fo life!!!
Ghetto fabulous is a mindset dawg, it got no min. You and I are certifiable ghetto fabulous bratha! Remember when we used to roll with Charlie Murphy?
http://www.youtube.com/watch?v=jok7n-DGiQU
Just do more fishing…the fish are free.
Chinese carp will end your fishing trips.
Not in the Atlantic Ocean.
the chinese giant squid get you there
Yep
I liked you better when your were sinking gay iranian warships
I have subsidized our family clothing costs by going strongly long burlap futures.
You can get exposure to every major agribusiness company through that MOO etf.
On a swing basis, though, its hard for me to see DBA and RJA ( food futures) outperforming to the upside. I mean, the one thing that could springboard inflation would be a dollar breakdown below this year’s lows. But, i don’t see how that could happen with so much Mideast instability. That kind of instability, historically, keeps a bid under the dollar and US bonds
check out PAGG and GRU
and DAG too
Fly, two words on the PPT – credit card.
It will enable you to do all sorts of customer retention “negative option” programs…all the big subscription businesses do it.
I need to email Jeremy and get my check to him…
It’s a long story.
You can use credit card, you knuckle head.
Great, sending all those nickels in the mail was costing me a bundle.
lol – ever hear of PayPal?
Everytime you use it you get 6 months of spam…
fwiw, having once owned a biz that sold product online sales bumped considerably when we abandoned paypal and took credit cards normal amazon-style.
you fuckin asshole……when?………fuckin A
Right with you on the agri-biz. USDA report Monday cited several points: Corn uses by far the most nitrogen, potash, and phosphate. Corn has a strong fundamental story and with the corn/soybean ratio at 2x, it favors corn planting. Ending inventory level expectations are decreasing and supply shortages are prevalent. There is also a large ethanol component.
More farmers are now interested in planting cotton which puts a demand on fertilizer, cotton seed, and in some areas farm equipment. Cotton uses just as much potash as wheat.
2011 Planting Estimates: Corn 92M vs. 88.2M prior,, Wheat 55.5M vs. 53.6M, Soybeans 78M vs. 77.4M, Cotton 12.8M vs. 10.97M.
Ag Processors: ANDE, ADM
Irrigation: LNN
Fertilizer: IPI, BG, POT, AGU, CF, MOS
Seed Stocks: SYT, MON
I’d think the quickest way for a farmer to make a buck would be through increased yield- using fertilizer. Increasing capacity or expediting more product to market would require infrastructure investment (machinery) and could be affected by lead times on orders and logistics. Therefore, I’d bet the farmer is more likely to not trust commodity volatility due to psychological anchoring from a few years ago and go the easy route.
After Spring Planting is over the Ag Plays seem to crap out…they start to play the game of expected crop production and this year cuz everyone wants to be rich should be big. China is throwing ALOT of money at their Spring Wheat to get it into the ground after all the drought action, fwiw.
I am feeling a little blue about dumping BZ last year. the valuation is still cheap.
nonetheless, it still makes me happy.
I have done my homework. BG is the one..Buying on a dip.
BORN getting it’s ass kicked again!
Did Born announce any news today?
CHBT, BORN…What the heck is dropping them off the cliff in the afternoon session??????
http://www.smallcapnetwork.com/Global-Corn-Supplies-Down-to-18-Days-BORN-CRESY-GMK-SEB/s/article/view/p/mid/1/id/1447/
by August corn supply down to 18 days…
The U.S. Department of Agriculture predicted last week U.S. corn farmers will have just 675 million bushels of corn at the end of August, before next year’s harvest begins. That’s just an 18-day supply. While Big Caps like Pepsi, who makes Fritos, can spread costs out into rises in other brands, and Farming giants like Archer Daniels Midland, who has an entire corn milling and processing segment, can always shift its focus to ethanol for fuel, less diverse and highly capitalized companies around the world aren’t as well positioned.
Across the ocean in China, there’s China New Borun (NYSE:BORN) which makes and sells corn-based edible alcohol. China New Borun sells its alcohol products primarily as an ingredient to producers of baijiu, a grain based alcoholic beverage. It also produces dried distillers grains with solubles feed and corn germ as by-products. BORN is heavily exposed to the cost of corn. The company was trading at $20 in October and has now dipped to the $12.25 range.
I doubt that this will affect BORN. I doubt that they use real corn in their product. It is probably a melamine by-product!
That piece was released at noon EDT?
That would not explain a sudden drop in a China Biotech at the same time?
Ancient Chinese Secret, they manipulate their currency and stocks, fraud. Don’t get FUQI’d. I call them cocaine stocks for lab rats.
I was reading thru FOMC minutes today, do you know they only mention China on PAGE 9, for about a sentence. omg. BTW, Great Interview at CNBC with Kyle Bass, (who really looks like Norm McDonald), I hope US Senators listen to him and put a choke collar on Ben and QE soon…they ARE his boss, yet they seem to always let him do what he wants to do….
Wrong! Ben is the boss. Case closed.
The Bernank
http://www.youtube.com/watch?v=Ug75diEyiA0
This blog makes me feel small.
-DT
I would prefer it if you could keep both your dollar and your inflation down. It makes for some nice shopping trips.
Thanks.
JTU buys BORN @ 11.50 and 12.00.
For no good reason just because!
Nine Pictures Of The Extreme Income/Wealth Gap
http://www.silverbearcafe.com/private/02.11/extreme.html
I don’t personally hate the rich. But I think they should pay their fair share of taxes, including estate taxes. And I don’t think they ought to be allowed to buy the government and to keep themselves from being prosecuted when they break the law. There should be hundreds, if not thousands, of people in jail for their illegal activities that caused the financial crisis. But no one is being prosecuted, because they have bought and paid for the government.
I am sorry it’s been that way since the dawn of time.
I will remind you 99% of the population do not understand money.
It’s really amazing how the powerful Ben can create another booming economy.
The USA does have lots of farms and trees.
All hail Ben
All hail fly
All hail ben