Market Commentary

Daily Comments

As expected, the harvest pace waned a bit last week, but we remain well ahead of last year and the five-year averages.  As of the 26th, NASS estimates that 72% of the nation’s corn has been combined, which compares with a year ago at just 38% and an average of…

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Free Commentary

How do we define too much?  Certainly, that is a very arbitrary question.  First and foremost, it depends on what we are attempting to measure and its impact on those affected by the answer.  Right now, there is a debate as to how much control and influence companies such as…

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Daily Comments

How do we define too much?  Certainly, that is a very arbitrary question.  First and foremost, it depends on what we are attempting to measure and its impact on those affected by the answer.  Right now, there is a debate as to how much control and influence companies such as…

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Weekly Commentary

OCTOBER 23, 2020 (My apologies in advance to William Shakespeare) To Stimulate, or not to Stimulate, that is the question: Whether ‘tis nobler in the election to suffer The slings and arrows of bad polling numbers, Or to take arms against a sea of unemployment troubles And by opposing, relieve…

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Free Commentary

If anyone had doubts that China has been on a mission to rebuild grain inventory, not to mention take advantage of a profitable spread between domestic and international prices, that should be dispelled with the September import figures.  During the month, corn imports were up 675% from a year ago,…

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