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BHP-Potash: Emerging Market Food Demand Setting The Table?
Just when it seemed like the "fertilizer wars" were over! A budding feud, reminiscent of the year-long battle between fertilizer companies Agrium (NYSE: AGU), CF Industries (NYSE: CF) and Terra Industries (acquired by CF in March ... [ more ]
More Corr
The more time I spent on Wall Street, the more I learned that there are a lot of right-brain humanities and arts types floating around, and not everyone understands intermediate mathematical concepts. Ten years ago, it ... [ more ]
Categories Industrials Options & Volatility US
Hassium - Market Summary 11th August 2010
Market Summary We maintain our cautious stance despite the stronger than expected Q2 earnings season. The July equity rally was also about short covering with light trading volumes. The US housing market continues to be fragile, ... [ more ]
Buy A Truck?
What did we learn from the US data? 1) US housing markets are in trouble again. The Federal tax incentive removed leaves ashes of demand which will mean less construction jobs – completions are ... [ more ]
Categories Basic Materials Industrials Currencies Economics Macro Strategy Europe US