Category Archives: Agro

Member’s post - Sugar to go up

I am an ardent follower and admirer of Orpheus Research. I was checking the $DJASB (DJ Sugar Index) and noticed a possibly 2 year double bottom on sugar ETF index. This is could be largely positive for stock. I noticed that the top of index (Dec 09) odd and is similar for Sugar stocks. Plus [...]
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Waves.Agro - Wheat at lows

We at Orpheus have a habit of looking at top losers carefully, as real value occasionally lies with top losers. Wheat was the top loser among the agro complex registering 27% losses in the last 12 months. Sugar on the other hand was the top gainer for the respective period. The strategy of buying top [...]
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WAVES.AGRO - THE SWEET BULL

Sociologists should answer this question. How can the bull be sweet? And why is this bull eating a lot of chocolate? Both COCOA and SUGAR are at a new high. Socionomics as a subject explains how the society consumes less sugar in a bull market as the society gets calorie conscious. When the bear market [...]
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Food Crisis Updated

If WHEAT is down 34% (back to 2007 levels), SUGAR is down 28% (sub 2005 levels), COCOA is down 20% (back to 2003 highs), COTTON is falling since 1995 and is down 87%, CORN is down 34% (back to 2007 levels) and even COFFEE which we gave a positive upturn reco in MAR 2007 (after [...]
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The Coffee Fractal

The Coffee God has woken up and he has decided to punish coffee lovers. The bean is set to rise for more than a few years to prices which not many of us can relate too. Cycles and Fractals are a part of nature and date back before everything. Fractals of population were discovered 200 [...]
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Coffee on a high

Time magazine recently wrote a story on the human addiction. And out of the many addictions, to alcohol, sex and gambling, the write-up also mentioned coffee. And how there are withdrawal symptoms if you stop having your morning cuppa. I would have laughed about this addiction to coffee five years back, but today I don’t. [...]
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Making of an AAAs

It’s not very tough. Moody’s did it recently when they discredited their near 100 year old rating research history by giving ridiculously positive ratings to some not so positive Icelandic banks. The research bust happened again and John Moody might have had strange reactions, if he was around. But then we witness it all the [...]
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The IRISH Potato

Now we might call it the MCX May Potato, but econohistory quotes the Potato’s Irish origin comprehensively. Due to blight, the great famine happened between 1845-49 destroying the primary source of food for many Irish. This is a classic case study of the linkage of a crop and an economy. According to some estimates, 500,000 [...]
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Who is killing the cotton farmer?

We are in the Aquarian age, the age of unpredictability. The hedging system we proudly create and boast off can not safeguard the very farmer, the first user of risk management. The farmer was the reason why we created the system in the first place. In the past 18 months, 1200 cotton farmers of Vidarbha [...]
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The legend of Cornucopia

Amalthea raised Zeus on the milk of a goat and in turn Zeus gave her the goat’s horn, the horn of plenty, which had the power to give to the person in possession of it whatever he or she wished for. This is the legend of cornucopia. Despite what contemporary mindsets might be, for us [...]
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