As we rounded out the month of March the USDA has been busy assessing the planted acres around the United States, reported the 31st of March. Much to my prior post, there are not really any surprises as the data has indicated that the planting is mirroring last year…with a few caveats, most namely the switch of 4% moving to soy from corn. Let’s take a look at the estimates from the FBN group and their phone survey they conducted a week or so ago...
Read More »Jeff Desjardins — China’s Staggering Demand for Commodities
>50% of all steel, cement, nickel, and copper goes there Visual Capitalist China’s Staggering Demand for Commodities Jeff Desjardins See also 18 Cognitive Bias Examples Show Why Mental Mistakes Get Made
Read More »More on Engels’ Supplement to Volume 3 of Capital
It was in the spring of 1895 that Engels wrote his supplement to volume 3 of Capital (Howard and King 1989: 48), a small essay which clarifies how Engels understood Marx’s law of value at the end of Engels’ life (Engels died on August 5, 1895).This was written in May 1895 for the Neue Zeit (Marx 1991: 1027, n.), which is available as the “Supplement and Addendum” to Volume 3 of Capital in Marx (1991: 1027–1047).This supplement was partly inspired by the critical reviews of volume 3 of Capital...
Read More »Jensen: How long bonds could actually outperform equities
In-depth analysis on Credit Writedowns Pro. Editor’s note: This was originally published by Absolute Return Partners in late August. So we are a little late in releasing it. Apologies. It is still good reading. The Absolute Return Letter, August/September 2015: Doodles from an eventful summer “There is something deeply troubling when the unthinkable threatens to become routine.” Bank for International Settlements Incidents of the summer 2015 This month’s Absolute Return Letter is a...
Read More »