Pulte Homes or Gafisa?

Thu, 04 Sep 2008 13:50:00 GMT

This market will drive a sane person batty at times, I have to tell you. Remember about 2-3 months ago, every day oil dropped people ran into technology stocks as a "safe haven"? We were shaking our head sadly and saying, how is this a safe haven... in time this will be proven to be a false assertion. But that did not stop the stocks from running up 5-10-15% each time oil dropped a few bucks as hedge funds had to find something to "play". Remember, as we always say, perception is reality. Until reality strikes. Lately we've seen poor earnings from Dell (DELL), we've seen bad news out of the semiconductor industry yesterday, Corning ([More...]

Agflation Hits Rice - Prices Up 50% in 2 Weeks

Mon, 07 Apr 2008 02:32:10 GMT

We've been talking about the coming food crisis due to "agflation" (accelerated with central banks flooding the world with paper money) for a long time. (Mar 31: Reuters - Tensions Rise as World Faces Short Rations). The past 2 weeks we've been focusing on rice, but I was blown away by this article I was reading today, that says rice has increased by 50% in the past 2 weeks, and 10% Friday alone. Shocking. Especially considering this is a staple food for much of the globe. I was simply doing a Google Search on term "

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Pulte Homes or Gafisa?

Agflation Hits Rice - Prices Up 50% in 2 Weeks