Category Archives: Food Prices

Sarkozy and G20 to Crackdown on Food Specs

The following is an excerpt from the recently released European Commission report on commodity derivatives   The two charts, from the St. Louis Fed,  illustrate the parabolic rise in Commodity Index-Funds  over the past 8 years and the huge increase … Continue reading

Posted in Commodities, Crude Oil, Food Prices, Policy | Tagged , , | Leave a comment

Peru’s Meltdown

A  good friend from the hedge fund community and one of the best economists to have ever worked in the financial markets, and who also happens to be from Peru sent over a piece on the Andean glacier melt from … Continue reading

Posted in Clean Tech, Commodities, Economics, Food Prices, Geopolitical, Policy, Politics | Tagged , , | Leave a comment

How U.S. Income Groups Get Squeezed By Food Prices

Take a look at the chart we’ve constructed from the Bureau of Labor and Statistics 2009 Consumer Expenditure Survey.  It conveys a sense of how Egypt’s poverty combined with the sharp rise in food prices sparked the political revolt against … Continue reading

Posted in Commodities, Demographics, Food Prices | Tagged , | 13 Comments

Nonlinear Thinking: Egypt Needs Hydroponics

The world seems caught in a race between a dark age Malthusian struggle for resources and a technological revolution producing advances which will help resolve the conflict of the world’s growing population and diminishing resources. Both have collided and pushed … Continue reading

Posted in Commodities, Food Prices, Nonlinear Thinking | Tagged , , , | 3 Comments

Ag Prices Catch-up to Farm Values

Here’s an interesting chart showing cropland values versus the CRB foodstuffs index.  Note how farm values were caught up in the 2004-08 real estate bubble,  increasing 58 percent while foodstuffs as measured by the CRB were up only 15 percent.  … Continue reading

Posted in Commodities, Food Prices | Tagged , , | 1 Comment

A Major Factor Driving Political Instability

Things fall apart; the centre cannot hold;  Mere anarchy is loosed upon the world – W.B.  Yeats Here’s a report from India’s NDTV on the “hyperinflation” in food prices in some countries, which already is and could further destabilize regimes … Continue reading

Posted in Black Swan Watch, Commodities, Currency, Economics, Food Prices, Video | Tagged , , | 3 Comments