Exclusive KE Report Commentary – Thu 13 Jul, 2017

Ned Schmidt: A close look at the agricultural sector

A sector that we do not cover on a regular basis but garners a number of comments, especially when it is breaking out as it is this year, is the agricultural sector. Ned Schmidt writes a newsletter called the Argi-Food Value View which is focused on the agricultural industry and investment opportunities. As mentioned Ned’s agricultural index is breaking to new all time highs. He thinks this is only the beginning.

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  1. On July 13, 2017 at 9:08 am,
    spanky says:

    GDX getting ready to waterfall. $usdjpy and Dow should correspondingly surge upwards into the wild blue yonder.

    • On July 13, 2017 at 10:02 am,
      b says:

      Think Jordan mentioned that possibility yesterday.
      Actually he has been saying the same thing for awhile now, the last 3-4 emails I got anyway.
      Not specifically as Im sure there might be someone wants to jump on that statement but overall.

      We may have seen the lousy sentiment bounce, maybe its got to get alot worse.

      Even more unthinkable, maybe people choosing what is money are choosing digital.

      That would be hilarious, if the states knew that was going to happen all along and dumped it all knowing russia/china was going to end up owning a bunch of pointless metal. lol

      Well, would make a good book.

  2. On July 13, 2017 at 9:32 am,
    OOTB Jerry says:

    Thanks for having NED

  3. On July 13, 2017 at 9:33 am,
    OOTB Jerry says:

    Land prices heading higher ..per Chartster

    • On July 13, 2017 at 10:21 am,
      Chartster says:

      Yes, great insights from Ned today.

  4. On July 13, 2017 at 9:39 am,
    OOTB Jerry says:

    40% of interest paid on EXCESS reserves paid to foreign banks…zh

    • On July 13, 2017 at 9:39 am,
      OOTB Jerry says:

      What the heck

    • On July 13, 2017 at 9:41 am,
      OOTB Jerry says:

      That would be Fed excess

      • On July 13, 2017 at 10:26 am,
        Chartster says:

        The only thing missing from the Fed hearing today was, Bozo the clown riding a unicycle juggling a can of play-doh, a gold bar and a hand grenade.
        Yellen says, on behalf of the fed owners and my self, ” thanks for playing along!”
        What a dog and pony show..

        • On July 13, 2017 at 10:39 am,
          OOTB Jerry says:

          Same three ring circus , with Dumbo on the high wire

  5. On July 13, 2017 at 9:57 am,
    spanky says:

    looking back at the monthly chart for gld, since inception there have only been two gaps–one between the 2nd and third month of its existence back in 2004 and in 2007. The first gap was filled the next month. The one in 2007 was filled about a year later during the 2008 crash.

    We currently have a gap between last month’s candle and this month’s candle. Strong odds are GLD rallies back to 117.91 by the end of this month, or in August. More remote is the chance that the gap is filled months out, like in 2007-2008. The least likely is the chance that the gap remains for the rest of time.

    Thought I would post something that wasn’t complete doom and gloom for PMs.

  6. On July 13, 2017 at 10:37 am,
    CFS says:

    Actually I believe Ned is partly right, partly wrong.

    I’m expecting Sugar, which is a preservative, and Coffee and Cocoa to outperform the grains and meats.
    That is not saying grains and meats won’t perform well.

  7. On July 13, 2017 at 10:43 am,
    CFS says:

    This is a couple of months old but of interest:


  8. On July 13, 2017 at 10:48 am,
    OOTB Jerry says:

    130 Milk cows shipped to Qutar ….zh yesterday?

    • On July 13, 2017 at 10:50 am,
      OOTB Jerry says:

      Getting ready to go American style “steak and shake”

      • On July 13, 2017 at 10:53 am,
        OOTB Jerry says:

        Short camel milk