In my Name That Trade post last month, I pointed out the large divergence between MON stock and commodity grains prices to start 2013. This is what I wrote then: Monsanto’s bread and butter business …
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When I was a market maker in Monsanto in 2007 and 2008, it traded more like a high-flying tech stock during the tech bubble than a staid, agricultural products company. Here is the 10 year …
Continue readingAlcoa kicks off the traditional earnings season with its report after today’s close. The “traditional” earnings season has dramatically evolved in the past 5 years, so that company reports are spread out throughout the quarter, …
Continue readingAlcoa kicks off “official” Q3 earnings season next week, reporting on Oct 9th, after the market close. Q3 earnings is where I expect this market to separate the wheat from the chaff. The macro data …
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