4-5
Tim Levicki
Sugar Is ‘The New Tobacco’ SUGAR IS ‘THE NEW TOBACCO’ scream the blacktop tabloids, conjuring images of small pockets of people standing outside the entrances to public buildings, stuffing jelly sweets in their mouths, the stench of fructose wafting in the air.
6-9 Marc Ostwald Iran: (In niz bogzarad)
16-17 Eddie Tofpik A One Hundred Dollar Bill...
Frozen in Ice! 1907 compared to today... how times resonate...
18-19 Howard Jenkins
“This too shall pass” I moved with my parents to Teheran in 1971, and having spent 7 years there, I have a great affection for Iran (the Farsi name for Persia), and its wonderful people, and its rich and epic history. Even if the history of Iran since its name change in 1935 has not been a happy one.
10-11 Darrell Yarwood
Sour Sugar Back in January we described the sugar market as having suffered from being hit by the perfect storm.
20-22 George Eddell
30-31 Mark Bowman
2019 Corn Bull Spread The corn market may see a setback over the near term, as crop conditions look ready to start out strong, but a long growing season lies ahead and a lot can go wrong.
32-33
Erik Norland Should U.S. Farmers Worry About the Rout in EM
Yield Trivia Starting with some trivia; which country is the world’s most productive wheat producer (yield mt/ha)? US, France, Germany, UK, New Zealand, China, Russia?
23
Timeto take stock It is often said that the older you get the quicker the years pass by. I didn’t realise how true this is until recently and, as I sat down to write about something other than Brexit, Social Media or President Trump I suddenly found myself asking where have the last five years gone?
12-13 Andy Ash
About ADMISI 24-25
Currencies? Argentina has slipped into a financial crisis, again. The Argentine peso has fallen 23% against the U.S. dollar this year. The central bank has raised interest rates to 40% to combat capital flight.
34-35 Peter Le Maistre
Alan Bush Stock Index Futures, Geopolitical Concerns and
An Island Farmer Recently in Jersey, in the Channel Islands, we have had our four yearly elections for our government. All households in the island received the
Vote.je candidatesmanifesto booklet.
‘The big put is disappearing’ Mrs Ash has described me as
monotonous. I have told her repeatedly, that this is not true. Sometimes however, I do find myself repeating what I have said, especially when talking about markets, as do others.
14-15 Rohan Ziegelaar Cobalt: Lessons from the past for this metal of
Interest Rates If the ongoing U.S., China trade uncertainties and the U.S., North Korean issues weren’t enough to destabilize financial markets, we now have a new geopolitical worry that is roiling financial markets.
27
The Ghost In The Machine Library
28-29 Stephen Hall International investors in agricultural land should prepare for a buying
the future? With the promise of clean transport, electric vehicles (EVs) are grabbing the attention of the press, the public and financial investors, but this vision depends on manufacturers gaining reliable access to relatively rare commodities, notably Cobalt and Lithium.
opportunity in the UK The weakening of the pound against other major currencies as well as reducing land values in parts of the UK means non-sterling investors are well positioned to benefit from increasing buying power into the UK farmland markets.
3 | ADMISI - The Ghost In The Machine | May/June 2018
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