Dog Days Ahead
August is known for a number of things; Being named after Caesar Augustus, the birth month of many famous folks through the ages (A short list including William Clark (1) [...]
August is known for a number of things; Being named after Caesar Augustus, the birth month of many famous folks through the ages (A short list including William Clark (1) [...]
I’ve been working on a project since USDA released its June 1 stocks-on-hand report last Wednesday. This time around I’m taking a look at corn, with soybeans and wheat to [...]
My friend Mike Pearson invited me to be the guest on his “Farming in the 605” podcast, sponsored by South Dakota Corn. Late in the conversation, if my memory serves, [...]
"Two roads diverged in a yellow wood, and sorry I could not travel both, and be one traveler, long I stood and looked down as far as I could to [...]
Somehow, the last day of May is upon us. It seems like only yesterday when Justin Timberlake’s singing of “It’s gonna be may (me)” was all over social media. Now, [...]
Following Tuesday’s close in the grain and oilseed complex, a day that saw old-crop July corn fall its daily limit 40 cents before closing 37 cents lower, the question on [...]
The discussion over inflation grew louder last week after the April Consumer Price Index (CPI) and Producer Price Index (PPI) both came in much higher than expected. I always get [...]
When we talk about equilibrium in the human sense, we are usually talking about balance and the important role one’s ears play in keeping us upright. When something happens to [...]
From a fundamental point of view, this coming week is going to be “fun”. Now that May option expiration is out of the way, and the hilarity any option expiration [...]
As hard as it is to believe, we have already passed the midpoint of meteorological spring here in North America. Yet as I type this out, the forecast for Omaha [...]
How many of you remember the movie “City Slickers”? It’s hard to believe but it was released 30 years ago this summer and starred Billy Crystal, Daniel Stern (also known [...]
If you’ve been paying attention to ag media recently, you know talking about futures spreads and forward curves has become “cool”, much more so than it was 18 months ago. [...]
A friend of mine is a well-known ag reporter for a major international media outlet. As this past week unfolded the highlight was four consecutive days, Tuesday through Friday, of [...]
You’ll have to excuse me this morning, March 14 (3.14), also known as Pi Day, as my mind is fixated on pie. Way back when I was a young commodity [...]
A question that has come up more frequently of late is whether or not I think the commodity sector is in a supercycle. Some of the interest has to do [...]
It’s the last day of February, meaning the last day of meteorological winter. In honor of the day, Major League Baseball has scheduled its first games of Spring Training for [...]
A look at the calendar shows North America has one more week of winter before meteorological spring begins on March 1. A year ago at this time, the world was [...]
I spent this past weekend putting together a market presentation I’ll be giving, in person, in Hutchinson, Minnesota later this week. As I was working, it dawned on me to [...]
“There’s a train a-coming…” One of the hot topics this past week was news that the CME Group had announced its plans to increase “both spot-month and all-months combined speculative [...]
January has come and gone, and what a month it was. History books will forever talk about the attempted overthrow of democracy early in the month, while a mere two [...]
“Now that I have your attention, soybeans could also fall back to less than $10.” Some of you may remember, but that was the opening line to my first weekly [...]
I’ve been thinking a lot about Ernest Hemingway lately. Every time I look in the mirror I’m reminded of The Old Man and the Sea. When I watch the news [...]
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 [...]
There will be a lot of negative pieces posted talking about how terrible 2020 was. The problems are well known, with the deaths tied to Covid-19 staggering. But there were [...]
Often this time of year, I bring up the subject of the Three Kings of Commodities to talk about what may be in store for the year ahead. This year, [...]