There is an unwritten rule when it comes to analysis and commentary of agricultural commodities that says, “Everything is always bullish”. Continued low cattle numbers decreasing feed demand for corn? [...]

As mentioned in Monday’s (June 2, 2025) Morning Commentary, the meteorological calendar turned from spring to summer this past weekend. The word “summer” brings to mind a number of mental [...]

As I mentioned in Monday’s Afternoon Commentary (May 19), a good friend from central Nebraska called to talk markets. While our conversation initially focused on new-crop corn and soybeans, it [...]

As you likely know, this week will see a number of cars traveling the highways and byways of Kansas as the 2025 Wheat Quality Tour covers the Sunflower State. For [...]

In the spirit of last weekend’s Berkshire Hathaway annual meeting, when the highlight has long been the extended Question and Answer session with the crowd asking the questions[i] while Warren [...]

A number of years ago, about this time of year, I was on a flight back to Omaha from a speaking engagement somewhere. The plane was packed with folks coming [...]

Monday afternoon (April 21), Kelly Evans, one of the anchors for CNBC television, mentioned in her latest newsletter that, “Something very weird is happening”. Setting aside Mark Twain’s thoughts on [...]

As I mentioned in Wednesday’s Morning Commentary, I realize how loudly I’ve been banging the bearish drum when I talk about the US hard red winter (HRW) wheat market. I [...]

After taping our interview for this past weekend’s “This Week in Agribusiness” market segment[i], my longtime friend, occasional speaking tour partner, and host of the program Mike Pearson told me, [...]

This past week felt like a month. By the time we arrived at Friday’s close, the hullabaloo surrounding the March 31 USDA nonsense was a distant memory. And it had [...]

As you likely recall, I am not an economist, and proud to remind everyone of that fact any time, any place. Yet I’m one of the few analysts who still [...]

A long time ago in a galaxy far, far away I was the grain merchandiser at the Great Bend Cooperative in central Kansas. The late John Hiss, a good friend [...]

This week finds members of US agriculture gathering at the 2025 edition of Commodity Classic in Denver, Colorado. Of all the classics I had the opportunity to attend, and speak [...]

Some of you have been with me long enough to remember my early days at DTN. The company was on its way to the top of the ag media industry [...]

We’ve reached the point in our discussion of technical analysis where we have to figure out what clues Watson – my name for the algorithm-driven investment industry as a whole [...]

I know I mentioned this follow-up piece on technical analysis would be about the Italian mathematician Fibonacci, but I’m going to leave him in the bullpen for now. After all, [...]

Last Friday, I had the opportunity to be the guest on Barchart’s Market on Close program, hosted by the company’s Senior Market Strategist John Rowland[i]. I’ve had a few conversations [...]

As many of you know, I grew up on a small farm in south-central/southwest Kansas, the description depending on if where the person I’m talking to is from. Most Kansans [...]

After spending the last 3 months talking about everything I don’t like, I wanted to close out January by talking about some of my favorite things. Not all of these [...]

As you know, I took a few days off early last week to speak at the 2025 Water Street Solution’s EDGE Conference in Clearwater, Florida. Let me begin by saying [...]

Later today, January 10, 2025, USDA will release its annual data dump that includes monthly grain supply and demand guesses, annual crop production (the “final” numbers until changed again), quarterly [...]

In a previous life, I would spend weeks putting together an industry outlook for the coming year, to be presented at the DTN Ag Summit in early December. My standard [...]

This is always a tough time of year, even for those of us who root for the Grinch’s heart to not grow three sizes and Scrooge to not be spooked [...]

Anyone who has seen the classic holiday cartoon “A Charlie Brown Christmas” is familiar with the scene when Linus takes the podium, says “Lights please”, and proceeds to tell the [...]

I remember when I first got into the business of watching commodity markets back in the late 1980’s, the short-term Wild West mentality of the industry at the time spilled [...]