Market Commentary

Daily Comments

Bulls were evidently feeling frisky after the long weekend as grain and soy markets all pushed higher as trade began for the week.  Prices have since eased back from the early strength but are I still see green predominantly splashed across my quote screen.  For a while, at least, it…

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Weekly Commentary

FEBRUARY 12, 2021 A few weeks ago, we spoke of the growing chorus of voices that have begun to sound the inflation alarm.  As I noted in that letter, the primary cause of concern appears to be centered on the amount of money that has been pumped into the economy…

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Free Commentary

In his poem, The Waste Land, T.S. Eliot wrote, “April is the cruelest month…”, but obviously, he was not a trader in the grain and soy markets as often that title would be awarded to February.  Situated between the New Year’s excitement and final crop production tallies in January and…

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Daily Comments

In his poem, The Waste Land, T.S. Eliot wrote, “April is the cruelest month…”, but obviously, he was not a trader in the grain and soy markets as often that title would be awarded to February.  Situated between the New Year’s excitement and final crop production tallies in January and…

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Free Commentary

To paraphrase the great Mark Twain, “The Rumors of the Markets Death Have Been Greatly Exaggerated.”  Now, I certainly do not want to be so glib as to suggest what occurred in the grain and soy markets yesterday was not significant, and as I will touch on in a moment,…

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