Market Commentary

Daily Comments

Yesterday, we touched on the significant advances that have been witnessed during the past year in ag real estate, as well as the investment companies that have become major forces in that arena.  While some of this could be inspired by the folk wisdom of Will Rogers, who once said,…

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Daily Comments

After a couple of days of solid strength, grain and soy markets have taken a collective swoon this morning as they search for something new to provide incentive.  I do not want to jump to any conclusions just yet, but with the lack of fresh news circulating this morning, it…

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Daily Comments

Just a few days ago, I had commented that it was not often that we could say markets acted rationally, and this morning, I would reiterate that statement.  They often do not act rationally. With seemingly minor fresh news to inspire the bulls, we have seen markets charge higher again this…

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Daily Comments

Ukraine very much remains a front and center concern for grain and soy markets this morning.  However, with Russia reportedly still in the process of pulling troops back, the focus appears to have shifted to export capabilities.  With Black Sea ports in disarray, traders are trying to move grain by…

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Weekly Commentary

APRIL 1, 2022 It is not as if economists have not had enough to fret about already.  With inflation at forty-year highs, the Fed setting a course to higher rates and quantitative tightening, and the uncertainties of war between Ukraine and Russia, there have been a number ready to push…

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