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 2022 Winter Olympics in Beijing, China is taking place. Returning [...]

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 factored what looks to be inevitable into the equation. Two [...]

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 book “Chaos: Making a New Science”, and later “The Misbehavior [...]

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. Recall then the favored themes were trade wars are good [...]

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 business proverb, “You get what you pay for”, meaning “the [...]

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 tour, an event that usually occurs in early May and [...]

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 historic day in the crude oil market. I was on [...]

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 be well advised to remember the old saying, “Not all [...]

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