Commentary

Daily Comments

For more than 400 years now, the phrase “beware the Ides of March” has been synonymous with impending doom.  As retold by Shakespeare, supposedly the seer, Spurinna, uttered these words to Julius Caesar as he made his way to the Senate in mid-March, which he ignored to his peril as…

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Free Commentary

While producing little to nothing concrete, weekend negotiations between Ukraine and Russia were construed as construction, with Ukraine suggesting that “hard” talks on an immediate ceasefire had begun. This appears to have been enough for grain/soy markets to surrender some of the risk premium that was factored into prices coming…

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Daily Comments

While producing little to nothing concrete, weekend negotiations between Ukraine and Russia were construed as construction, with Ukraine suggesting that “hard” talks on an immediate ceasefire had begun. This appears to have been enough for grain/soy markets to surrender some of the risk premium that was factored into prices coming…

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Weekly Commentary

MARCH 11, 2022 Each day since the 24th of February, we have been greeted with horrific news and sights from the unwarranted attack on Ukraine by Russian troops under the orders of Vladimir Putin. And at this point, at least, there appears to be no end in sight. Millions of…

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Free Commentary

While there would appear to be no more certainty as to the ultimate outcome of the war in Ukraine than there was a week ago, but it would seem that the grain and soy markets have adapted to at least what we know for now.  Volatility has by no means…

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