I woke up at 0400 and finished the environmental report for Moshav Beyt Ezra. Now I take a moment to reflect on my 2011 investment strategy. Financial Times notes that
the FAO food price index, a basket tracking the wholesale cost of commodities such as wheat, corn, rice, oilseeds, dairy products, sugar and meats, jumped last month of 214.7 points – up almost 4.2 per cent from November. The FAO food index is at its highest since the measure was first calculated in 1990. During the 2007-08 food crisis, the index reached a peak of 213.5 in June 2008.Agriculture is by its verfy natural cyclical, so we may be entering a period of relative scarcity and high prices. POT (potassium fertilizers) jumped 4% today on the NASDAQ.
I am also invested in the Israeli finance sector (Poalim, Clal Insurance). It is not taking off, but it is yet early.
Technology: Melanox seems to have large potential. I am disappointed and losing with Tower Semiconductors and Orckit.
Keep searching and thinking.
0 comments:
Post a Comment