tag:blogger.com,1999:blog-7585635149883470944.post8258979570160967424..comments2023-12-01T14:09:28.947+00:00Comments on Polemic's Pains: How do you know when the bottom is in for commodities?Polemichttp://www.blogger.com/profile/05985506596290073453noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7585635149883470944.post-91865591932668513722016-09-10T05:53:25.870+01:002016-09-10T05:53:25.870+01:00Do you need a quick long or short term loan with a...Do you need a quick long or short term loan with a relatively low interest rate as low as 3%? We offer Xmas loan, business loan, personal loan, home loan, auto loan,student loan, debt consolidation loan e.t.c. no matter your score, If yes contact us via Email: finance2014911@gmail.com Fill The Loan Application Form Below Name............ Amount Needed........ Duration.......... Country............ Monthly income....... Age............. Phone Number........ Sex ................. Email................Business Plan/Use Of Your Loan:....... Apply now on this email :finance2014911@gmail.com Warm Regards Dr Purva SharegistryAnonymoushttps://www.blogger.com/profile/14630951155694981330noreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-5388365031359223212014-11-11T18:24:39.189+00:002014-11-11T18:24:39.189+00:00He's a clever man that Prof Pettis but I have ...He's a clever man that Prof Pettis but I have to say most of the thoughts expressed in that piece are looking back and explaining, in a valedictory way, why he was right to think prices would get to here, with very little reference as to what next other than his 'lower bound' was $50/tonne. <br /><br />As ANZ point out in their research, sub $70 and 300m tonnes of production a year become unprofitable and with the market balance only predicted to be 56m tonnes surplus for 2015 thats a sizeable chunk of supply. Of course not all supply is switched off as prices fall through 'unprofitable' and there will be lagging hedges to buy time too for those who weren't too greedy. And of course these guys have had some healthy profits in the past and 'should' have some cash in the coffers if they didn't go and spend it all on new infrastructure (you did? oh silly you).<br /><br /> So yes. $50 is possible ( as is any price) in shorter term but unlikely to hold in the long term as closures would inevitably hit supply. <br /><br /> Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-52442880109156496252014-11-11T16:41:36.763+00:002014-11-11T16:41:36.763+00:00Regarding iron ore and future Chinese demand profe...Regarding iron ore and future Chinese demand professor Pettis has some thoughts on the subject.<br /><br />http://blog.mpettis.com/2014/10/how-to-link-australian-iron-with-marine-le-pen/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7585635149883470944.post-44054819124932223902014-11-11T02:44:34.706+00:002014-11-11T02:44:34.706+00:00is this what you had in mind, re: the pop corn? ht...is this what you had in mind, re: the pop corn? http://stockcharts.com/c-sc/sc?s=CAG&p=D&b=1&g=0&i=t35862702394&r=1415673474456JohnLhttps://www.blogger.com/profile/16277794221279494655noreply@blogger.com