Summer Road Trip

2025-07-08T06:45:15-05:00July 7th, 2025|Public|

I will be taking to the road this summer to participate in Barchart’s Grain Merchandising and Technology Roadshow. I’ll be talking markets in Ames, Iowa on July 22 and Manhattan, [...]

Down and Out

2025-04-07T14:36:09-05:00April 7th, 2025|Public|

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 [...]

Opium and Hobgoblins

2025-01-10T10:22:11-06:00January 10th, 2025|Public|

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 [...]

Happy Newton-mas

2024-12-23T10:35:42-06:00December 23rd, 2024|Public|

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 [...]

Let Slip the Dogs of War

2022-02-21T15:57:57-06:00February 21st, 2022|Public|

It’s early Sunday morning here in the United States, and as I start the process of this Column, on the other side of the world the Closing Ceremony of the [...]

Back in the USSR

2022-02-21T15:55:22-06:00February 21st, 2022|Public|

We all watched as the probability of Russia invading Ukraine increased last Friday, with markets across the board responding as if it was the first time trading algorithms had seriously [...]

Wind of Change

2021-08-09T17:24:58-05:00August 9th, 2021|Public|

Those of you who have been with me through the years will recall I’m an advocate of Chaos Theory. I was first introduced to the idea by James Gleick’s definitive [...]

Forward Thinking

2021-03-29T11:15:25-05:00March 29th, 2021|Public|

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. [...]

Private Tours

2020-08-24T08:55:33-05:00August 24th, 2020|Public|

Those of you who have followed me over the years are familiar with my belief that data collection, organization, and dissemination should be privatized. This is based on the age-old [...]

Wheat Is on the Table

2020-05-26T12:34:02-05:00May 24th, 2020|Public|

As I’ve said many times over the last couple months, everything we do from here on out constitutes a “new normal”. A case in point is last week’s Kansas wheat [...]

Life Below Zero

2020-04-21T07:29:06-05:00April 20th, 2020|Public, Weekly Column|

“After all, we are dealing with a new normal.” That’s how I ended my Weekly Column, “Rule #6”, this past weekend, and it rings even truer Monday afternoon following a [...]

Take a Breath

2020-03-16T10:46:04-05:00March 16th, 2020|Public|

Something doesn’t feel right. The world seems to be crumbling all around us, but is it really? Is the keyword in all that “seems”? And if so, would we not [...]

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