Market Commentary

Daily Comments

Just a bit over a week ago, inspired by new tensions in the Black Sea and led by wheat, the grain and soy markets appear to have been shocked out of the comatose state they had slipped into, and we prepared to build risk premium back into values.  As it…

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Daily Comments

Of course, you will most likely hear this every time you turn around today, but if you have not already, get out and vote. I understand that somewhere in the neighborhood of 43 million of us have done so already, of which around 23 million were mailed in and 20…

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Daily Comments

I am pretty sure I can speak for most of you when I say if I never see another political ad in my lifetime, it will be too soon.  Of course, we know that will not be the case, and as soon as the votes are tallied after tomorrow’s mid-term…

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Weekly Commentary

Amidst a sea of discouraging economic news, there is a lone lifeboat, bobbing along with the waves and defying the expectations of economists and prophets of doom alike, who expect that it will sink at any moment.  Jobs.  This past week we saw the release of the Job Openings and…

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Daily Comments

Grain and soy markets have been on quite a thrill ride this week, courtesy of the unpredictability of Vladimir Putin, first stating that he will no longer honor the UN grain corridor agreement and then rescinding those comments just a few days later. Gauging from the stories I have read…

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