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Confessions of a Macro Contrarian

~ From the Irreverent Research Files of Jack H. Barnes

Confessions of a Macro Contrarian

Category Archives: Food Crisis

Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp.

February 14, 2011

Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp. (NYSE: SYY) By Jack Barnes, Contributing Writer, Money …

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Sysco declares force majeure, raises grocery prices

February 12, 2011

Food inflation driven by freezing weather in Florida during December and in Mexico during February, is hitting the US supermarkets …

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Global Food Prices: Five Reasons to Buy Rice Futures

February 10, 2011

Global Food Prices: Five Reasons to Buy Rice Futures By Jack Barnes, Contributing Writer, Money Morning  The world is finally …

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Wheat: “… In their Word’s…”

February 8, 2011

While we have already discussed China’s drought in an earlier article, this is a follow-up to it, as the world …

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Famine: The other F word!

January 24, 2011

The world is closer to a major famine today than it has been in decades.  In the current era, there …

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Stat of the Day World Food Prices set record

January 6, 2011

Bloomberg has a great article on the reality of world food prices currently… World food prices rose to a record …

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China’s Grey Swan is changing colors

January 3, 2011

The Chinese economy is heading toward an economic hard landing; it will overshoot to the downside and become the economic …

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Rio declares Force Majeure

December 31, 2010

As the new year arrives, Australia is suffering from some of its worse flooding in decades.  Cities & Towns are …

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Inflation vs. Deflation

December 1, 2010

The data release by the FED has caused a break out in real world inflation expectations. At this moment cotton …

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