Commentary

Daily Comments

This time of year, the corn and soy markets live and die by the latest weather forecast or crop rating, and for a while last night, it appeared that they had one foot in the grave and the other on a banana peel.  With the chances of a high-pressure ridge…

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Free Commentary

While many industries are breathing a cautious sigh of relief as we begin to emerge from lockdowns, it would appear that COVID-19 will continue to disrupt the global agriculture industry for some time. While some of the livestock processing and supply chain issues no longer seem to be headline news,…

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Daily Comments

While many industries are breathing a cautious sigh of relief as we begin to emerge from lockdowns, it would appear that COVID-19 will continue to disrupt the global agriculture industry for some time. While some of the livestock processing and supply chain issues no longer seem to be headline news,…

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Weekly Commentary

Repeat after me; I, the American Investor, take thee, Corporate Bonds, to have and to hold from this day forward, for richer (you), for poorer (me), in sickness (Junk rating) and in health (Triple-A), to hold and to cherish, until Debt do us Part (or sooner if callable). This would…

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Free Commentary

If we could somehow ignore the action in wheat, this would appear to have been an encouraging performance grain/soy world this week.  Basis levels have been improving overall, corn futures have shown resiliency bouncing away from critical support and are poised to close higher for the week and beans have…

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