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The Real Reasons Fertilizer Stocks Are In the Dirt

The commodity bubble has burst. The valuations are based on current future price of the commodity. The prices are coming down rapidly - share prices are following.

Commodity prices are very cyclical. On the up move all kinds of stories are written - Chinese protein intake, world population growth,....But we know as demand increases supply quickly follows - the glut will crash the prices. There is no peak supply story for fertilizers.

This bubble was created by the hedge funds and the Wall Street marketing machine, they made their quick buck. Lot of gullible investors are now left holding the baby and dreaming.

With the deep recession and the great unwind on hand beware of commodities. These are the classic falling knives – they may not just cut your hands the big ones may actually behead you.

No position in fertilizers, out look very bearish.

Oct 04 07:46 am |Rating: 0 0 |Link to Comment |View article

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The Real Reasons Fertilizer Stocks Are In the Dirt

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