In the Beginning
Here we are on the first day of January 2024, the beginning of a new year. Again, I want to thank all of you for being with us as we [...]
Here we are on the first day of January 2024, the beginning of a new year. Again, I want to thank all of you for being with us as we [...]
I recently asked the few folks who remember me at DTN if they would send me a piece I wrote many years ago (nearly 14, as it tuns out). My [...]
A friend asked if I would put together a Column taking a look at the various market and economic factors at play as we near the end of 2023. My [...]
As I talked about numerous times during September, all eyes would be on the December 2023 corn futures contract heading into last Friday’s close. As fate would have it, the [...]
As we were driving back from Kansas City Sunday afternoon, we saw some corn being harvested along Interstate 29. As I watched the fields roll by I was reminded of [...]
The last two months have seen the corn market act more like soybeans and wheat than its traditionally stoic self. For a market that prides itself on moving sideways, corn [...]
A good friend read my mind first thing Thursday morning. Before the first cup of coffee was finished, I received a message asking the question that kept me awake as [...]
As I was walking along the figurative path of my Monthly Supply and Demand and Analysis for May, I had to stop and smell some of the flowers. Of the [...]
We’ve turned the calendar page to April, meaning the end of March USDA nonsense is behind us and the grain and oilseed sector can now return to its roots of [...]
Somehow the month of March got away from me. This column was supposed to be written and posted as part of the Monthly Newsletter on March 1, also the first [...]
We have reached the month of February, the shortest month of the year and thankfully so. Why? Because it is also the last month of meteorological winter meaning by the [...]
The usual process I go through when putting together a Weekly Column is to come up with an idea, then do the research (fundamental and technical) to support the thesis. [...]
There are points in time that for the rest of our lives we remember where we were and what we were doing. For me it is watching Richard Nixon’s resignation [...]
As most of you know, I put away my soothsayer hat a number of years ago, meaning I don’t spend a lot of time putting together annual outlooks anymore. It [...]
This past weekend, a former president of the United States posted on social media a comment saying, in general, if he wasn’t reinstated as president despite the certified 2020 election [...]
We’ve made it to November, meaning one more month until winter arrives here in North America and summer returns to South America. Before we get there, though, the US has [...]
Feel free to sing along with me: “Every gambler knows that the secret to survivin’ is knowin’ what to throw away and knowin’ what to keep. ‘Cause every hand’s a [...]
Well, we’ve suddenly reached September 1. Not only has the calendar changed, but the season as well. In the Northern Hemisphere, the summer of 2022 is just a memory as [...]
I know Monday is a US holiday, the day set aside to remember the thirteen colonies’ Declaration of Independence from Britain. The Second Continental Congress voted for independence on July [...]
One of the unwritten rules when you get into the profession of analyzing and talking about commodities is you always have to be bullish cattle. I don’t know why that [...]
Something has been gnawing at me for a long time now. While I still view my calculation of month-end available stocks-to-use for the various grain markets as far more accurate [...]
One of the major media outlets has a division devoted to talking about agriculture. And in that division it has a reporter who has been all around the world and [...]
As you know, I frequently reference my late friend and long-time CBOT floor reporter Gary Wilhelmi. While working in the newsroom, part of my job was to visit with Gary [...]
As usual, this week’s topic reminds me of a story. A long time ago when I was a youngish commodity broker, I did a producer meeting with our local grain [...]
For many years, as I made the rounds of winter meetings and farm shows, I mostly flew Southwest Airlines. This is not an endorsement, but a statement of fact as [...]