Monthly Archives: September 2015

Commodity Giant Trafigura Founder, Top Shareholder Claude Dauphin

In a tragic, if very odd coincidence, a day after we postulated that the real “commodity-trader” risk may not be Glencore after all, but its just as vast, if even more levered competitor, Trafigura, moments ago the privately-held company (with publicly traded bonds), announced that its founder and biggest shareholder, french billionaire Claude Dauphin has died…

S&P 500 At Critical Juncture

As you know, at 360 Investment Research, we’re big proponents of price. Price is the manifestation of opinion and final arbiter of value. When we visualize price on a chart, all we need to do is look left to identify important characteristics of the security we’re observing. We like to look for evidence to support our investment…

Negative CPI Sends Euro Lower

The Euro tumbled broadly as preliminary inflation data which moved into negative territory sent investors elsewhere on growing speculation that the European Central Bank will now be compelled to ease further. Eurostat reported that CPI fell to -0.1% in August, down from 0.1% and against expectations of a decline to 0. Core inflation, which strips…

Coming Soon: Agriculture 3.0

By 2050, the Earth’s population will surpass nine billion people. Needless to say, an increasing number of people on the planet will place greater demands on our infrastructure – from energy and transportation to basic food and water needs. As the “father of the green revolution,” Nobel laureate Norman Borlaug said, “In the next 40…

Intro Guide To The USAA Science & Technology Fund (USSCX)

USAA Science & Technology (USSCX – MF report) a Zacks Ranked #1 (Strong Buy) was incepted in August 1997 and is managed by USAA Investment Management Company. USSCX seeks long-term capital appreciation. USSCX invests a lion’s share of its assets in equity securities of companies expected to benefit from the development and use of scientific and technological advances…