theharddeal.blogspot.com
The Hard Deal: February 2010
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Comments from Daniel Grasman on investing in materials and energy and related equities. Wednesday, February 3, 2010. Commodities are starting to drive economic policy. A tell-tale story appeared in the WSJ today, February 3: (" Australian Bank's Rate Call Reflects Chinese Influence. Monetary policy in a very prosperous Western country (admittedly one that is more than average dependent on commodities exports) is now closely tied to the fortunes of the Chinese economy. Daniel Grasman, CFA.
duckslife-themallards.blogspot.com
A Duck's Life: June 2010
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Monday, June 28, 2010. June - River Weekend. I was gone the last of May and first week of June at LSU Banking School. Saturday Morning about 9 am. Saturday afternoon about 4. Noah after 3 hours on the River. July is just a day away and then we will be down to weeks until school starts. Can't believe Noah starts real school this fall. Late Saturday afternoon looking down river below the cabin. Subscribe to: Posts (Atom). There was an error in this gadget. Mississippi, The Birthplace Of American Music.
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A Duck's Life: The Late Winter Blahs....
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Monday, January 25, 2010. The Late Winter Blahs. Christmas was wonderful, and the time spent with family and friends was what makes that special time of the year special. We are blessed to have a wonderful. And healthy family and a place to spend so much time together. Kris got to come home for a long visits. And I think enjoyed her time back home. ParksMill. This was the first Christmas for EJ. Christmas is just so much more fun. N&C are getting to the age that the Holidays mean alot. The biggest excite...
duckslife-themallards.blogspot.com
A Duck's Life: February 2010
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Saturday, February 13, 2010. Reviewing the Golf Swing. Putting this up for Ben to critque or just say stop.Is there anything there to work with? Subscribe to: Posts (Atom). There was an error in this gadget. Mississippi, The Birthplace Of American Music. Reviewing the Golf Swing. Kids, wonderful wife, enjoy work, but mostly because it gets me to the weekend. Hunting, fishing, playing. View my complete profile.
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A Duck's Life: June 2009
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Tuesday, June 16, 2009. Thursday, June 11, 2009. Mom's Back - YEAH! The kids and I had a good several days. We survived - not at the standard of living. We are accustomed, but I don't think they will bear any scars that won't heal in a couple of weeks. We were at Parks Mill by 9 after putting Tracie on the plane in Tupelo. Great time with the GPs. Good float trip-Me, Dad, Noah, Jen, Matt, Scott B., and Johnathan had a great time. Short trip - Stucky. Brown giving Noah a little fishing lesson. Planting fl...
duckslife-themallards.blogspot.com
A Duck's Life: March 2010
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Sunday, March 21, 2010. Opening Weekend of Turkey Season. This time of year, the wooods are just bare from a long winter, and it seems like you can see about a mile. Makes for hard hunting, and I just don't think the woods are to pretty right now. I always look forward to that first green of Spring, it just seems to make everything better to the eye. Tuesday, March 2, 2010. This weather is great. Subscribe to: Posts (Atom). There was an error in this gadget. Mississippi, The Birthplace Of American Music.
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A Duck's Life: Easter Weekend
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Tuesday, April 6, 2010. My goodness this is a busy time of year, but I guess it is always busy with our two and the things we like to do. The kids have hunted most of the Easter eggs in Tupelo and have eaten enough candy to make sure that no dentist will have to wonder where their next paycheck will come from. Saturday evening was spent resting and dyeing eggs for the Easter bunny to hide. We woke up Sunday to find that indeed the Easter bunny had stopped by and left the necessary proof.gifts.
theharddeal.blogspot.com
The Hard Deal: August 2010
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Comments from Daniel Grasman on investing in materials and energy and related equities. Thursday, August 5, 2010. Wheat wants to make a point. As I mentioned in my last blog, the structural trend of supply tightness across the agricultural complex is still in place. Witness the 50% spike in wheat prices over the past month. Yes, month). It only takes bad weather conditions in a few of the former Soviet states to move from an oversupplied to an undersupplied situation. Daniel Grasman, CFA. Food prices, wi...
theharddeal.blogspot.com
The Hard Deal: July 2010
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Comments from Daniel Grasman on investing in materials and energy and related equities. Wednesday, July 14, 2010. Is agricultural investing for you? Is agricultural investing for you? This piece sets out to explain why different products have had such diverging price paths. Drivers of agricultural product prices. Although the correlation has increased, it is interesting to note that crude prices dropped much more from their peak 2008 levels than corn prices. That makes a lot of sense as most corn dem...
theharddeal.blogspot.com
The Hard Deal: The Dirty Oil Business
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Comments from Daniel Grasman on investing in materials and energy and related equities. Wednesday, June 2, 2010. The Dirty Oil Business. These oil products. We will continue to have a viable oil and gas business here and investing in oil and gas services and equipment companies will remain an attractive long-term proposition. A lot has been written about the recent oil spill. I thought it would be helpful to have some perspective about the size of the disaster and the lessons from history. Another part o...
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