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Ag Market Updates: February 20-26

Corn was up only 1 cent on the week amidst what was shaping up to be a strong week. Once the disappointing export report was released Thursday, coupled with favorable South American weather, prices shot back down. Weakness in the soybean market today also had a spillover effect into the corn market as they took […]

AG MARKET UPDATE: OCTOBER 17-23

Corn’s recent run higher is impressive as you can see in the chart below. Strong export reports continue to come across, along with the feeling the USDA may still be over estimating the size of the crop. With South America’s weather problems to start the growing season, US corn prices continue to get the fundamental […]

The Chinese trade war is affecting American soybeans test

Sure is tough to be an American farmer these days, with headlines like this popping up around President Trump’s ongoing trade war with the Chinese: Nowhere is this pain being felt more than in the Soybean market, which is the second largest financially important crop in the U.S., with $41 Billion with soybeans grown in […]

The Chinese trade war is affecting American soybeans

Sure is tough to be an American farmer these days, with headlines like this popping up around President Trump’s ongoing trade war with the Chinese: Nowhere is this pain being felt more than in the Soybean market, which is the second largest financially important crop in the U.S., with $41 Billion with soybeans grown in […]

The ‘right twice a day clock’ that is gold.

We have long been in the Warren Buffet camp in relation to Gold: “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their […]

The return of the AG

We’ve talked recently about African Swine Flu sending the Hog market for a ride, and that’s just the sort of thing we imagined in our 2019 Outlook whitepaper when we talked about the “return of Ag.” There’s been four straight years of volatility contraction for the Ag markets, and there’s a real threat that the […]

A Hogdiculous Move

Tom’s been telling anybody who would listen about Chinese hog farmers being hit with one of the worst  outbreaks of African Swine Fever (ASF) in the country’s history, and after Hog futures finally caught up to the story – rising over 50% in March as pointed out by TT’s Patrick Rooney – it’s time we […]

Crude Traders…. Remember the Middle East?

Like a Fresh Prince of Bel Air flashback from the early 1990s, middle east violence and geopolitical fears shot back into commodity traders’ lexicon recently – with Oil spiking nearly 20% on news there was a coordinated drone attack against Saudi Arabia’s oil infrastructure. The fantastical headlines by the likes of CNBC followed shortly after: […]

Hogs=one confused market

A few months back we were talking about the “Hogdiculous” market moves created by the African Swine Flu and sending the Hog market into a frenzy. ASF is highly contagious –as in if 1 or 2 of your pigs shows symptoms, you’ll have to get rid of your whole lot kind of contagious – and […]

This is what Non-CORNellation looks like

It’s been raining a lot here in the Midwest this spring. Like, only 5 little league games have actually been played instead of 15 scheduled, a lot. For most of us, that means some severe weather, tornado threats, and flooding.  But for those who plant the world’s Corn and Soybean crops in the Midwest, that […]

The Chinese trade war is affecting American soybeans

Sure is tough to be an American farmer these days, with headlines like this popping up around President Trump’s ongoing trade war with the Chinese: Nowhere is this pain being felt more than in the Soybean market, which is the second largest financially important crop in the U.S., with $41 Billion with soybeans grown in […]

The ‘right twice a day clock’ that is gold.

We have long been in the Warren Buffet camp in relation to Gold: “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their […]