iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,431 Blog Posts

LONG THE STARVATION TRADE

2012 was a splendid year for droughts. It marked the worst drought since the glamor of the Dust Bowl era. Regrettably, it has come to my attention that a great many of you junior traders have little to no knowledge regarding facts, history, common knowledge etc. I insist that you educate yourselves before coming to this site. Practice reading on lesser quality sites first, then come back here for the real deal.

At any rate, I’m going out on an apocalyptic limb here, going long MOS into the planting season. Farmers are going to buy up all of the potash and nitrogen they can get their filthy, manured, hands on. They need to ensure that yields are robust, especially after last year’s biblical dry spell.

Seasonally speaking, Ag stocks do very well in February. They outperform, plainly.

Other Ag stocks worth a look are TNH, CF, AGU and SYT.

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8 comments

  1. The Zombie

    The Fly is God.

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  2. TraderCaddy

    Very good trading day.
    My use of performance enhancing deer-antler spray works great. I highly recommend it.

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  3. Zero Dark Kitty

    Don’t forget Lindsey $LNN

    Beat earnings by $0.40

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  4. charlie

    Given current snowfall this winter, 2013 will be even drier. Beware.

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  5. TeahouseOnTheTracks

    Tractor tires … TWI

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  6. The Hoonster

    Go ahead and take the weekend off now – this tape will just run about sideways to the close. Don’t forget to check out http://www.theobamafile.com

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