From the category archives:

commodities

NB: As you can imagine from watching a film like Food, Inc., it can be hard to separate the emotion and just report “calmly” on the plain facts presented by the film.  Originally I wrote this the same day I saw it, but I’ve since gone back and edited it to try to tone down [...]

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There’s a new potash player on the scene. (The whole Canadian potash scene is starting to remind me of the old gold rush!)
Raytec Metals Corp. (TSXV: RAY) recently (back on July 15, 2008) received its first exploration permit on its potash claim in Saskatchewan (that’s where most of the world’s potash is), a province [...]

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Migao Corporation: A China and Potash Play All-in-One

July 31, 2008 · 4 comments

in China , agriculture , commodities

I’d forgotten about the Migao Corporation (TSX: MGO) several posts back when I wrote about junior Canadian potash plays (see related posts, below).
Migao was once (prior to 2006) a private, wholly-Chinese owned company, but then became a Canadian, China-based company traded on the Toronto Stock Exchange in May 2006. It has offices in Toronto [...]

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We’ve all heard about how important it is to be invested in the BRIC countries, but how many of your BRIC investments are direct-ownership?  You probably own through some middle-man that collects fees along the way, like the mutual funds and ETFs do.  Besides, not all the BRIC countries are equal when it comes to [...]

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The Only Junior Canadian Potash Plays

July 9, 2008 · 1 comment

in Canadian , agriculture , commodities

Everyone knows that the Potash Corporation of Saskatchewan is the world’s biggest producer of potash, by far (almost twice as much production as its closest peer), and that Canada overall has larger stores of potential potash than any other country.  But there are other potash producers in Canada.  Mosaic, for one, is another large producer.  [...]

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Jim Rogers on Bloomberg: What Commodity Bubble?

June 19, 2008 · 1 comment

in Jim Rogers , commodities , forex , oil

Here’s one of Jim Rogers’ latest interviews with Bloomberg (June 5, 2008). I always smile at these. He seems so annoyed and frustrated at talking with journalists and reporters. It’s as though he feels that it’s all so common sense - of course you should know that bankruptcies are signs of bottoms [...]

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Virtual Gold: The Best Way to Invest in Precious Metals (Gold, Silver, Platinum)

June 12, 2008 · 11 comments

in commodities , gold , precious metals

A few people I have talked to have been wondering about how they can invest in gold. Well, as Jim Rogers once said - once your local newspaper starts talking about how the dog next door just got started in commodites, then it’s probably time to get out. I’ve read more [...]

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