Tuesday afternoon, I had the opportunity and privilege to talk with Michele Steele as a guest on StocktwitsTV. You can watch our conversation here: (LINK)

USDA announced sales of 130,000 mt of 2025-2026 corn to unknown destinations.

USDA announced export sales Tuesday morning: 100,000 mt of 2025-2026 corn to Colombia 195,000 mt of 2025-2026 corn to unknown destinations

First, the headline(s). From CNBC.com (LINK): U.S. struck, seized Iranian-flagged ship Tusk in Gulf of Oman, (the US President says) Does this sound familiar? It was the same thing we [...]

Do you recall from Friday when the Strait of Hormuz was declared "COMPLETELY OPEN AND READY FOR BUSINESS" by the US president in a not necessarily the Truth Social media [...]

The Energies sector has fallen off a cliff Friday morning. A quick "news" search finds the headline, "Iran says the Strait of Hormuz is safe to pass for all vessels". [...]

UPDATE Given Energies were higher and US stock indexes were lower early Wednesday morning, we had to know this next headline was coming. From CNBC.com: Iran war 'very close to [...]

USDA announced export sales Tuesday morning: 316,000 mt of corn to Mexico 65,000 mt for 2025-2026 139,000 mt 2026-2027 112,000 mt for 2027-2028 120,000 mt of 2025-2026 corn to unknown [...]

As you would expect given market action overnight, Tuesday's headlines are a mixed bag. Keep in mind late Sunday (if I recall) we saw/heard the US president threaten a blockade [...]

Good morning everyone. I am back in the office, getting ready to start on what looks to be a Typical Turnaround (TACO) Tuesday. More on this in a bit. I [...]

Good morning everyone. I am traveling today, so will not be able to post commentary and/or analysis. However, I will be keeping an eye on markets as it promises to [...]

Just as I was getting started on Weekly Analysis for Diesel Fuel, Ben sent me this headline from CNBC.com: (The US president) says U.S. will blockade Strait of Hormuz after [...]

I took part in the latest weekly Kitco New gold poll. You can read the piece here: (LINK)

USDA announced export sales Friday morning: 125,640 mt of 2025-2026 corn to unknown destinations 100,000 mt of 2025-2026 soybean cake and meal to unknown destinations

USDA announced sales of 136,000 mt of 2025-2026 corn to South Korea.

Around 18:00 (CT), or roughly one hour until the US president's deadline to end Iran's entire civilization, he called it off. One of the fund managers we work with who [...]

A couple things for you today. First, links to Thursday's Markets Now discussion with Michelle Rook: Farm Journal YouTube and Farm Journal TV: (LINK) Markets Now Audio Podcast: (LINK) Second, [...]

Today's headline brings to mind the line from the movie Princess Bride, "You keep using that word. I do not think it means what you think it means." From The [...]

USDA announced sales of 145,000 mt of 2025-2026 corn to unknown destinations.

Monday, March 30 through Friday, April 3 (all times CT) Monday: 9:05 Agriculture of America Talk Show with Jesse Allen Tuesday: End of the Quarter (Energies, Metals, Livestock, Indices) 8:15 [...]

I found this one interesting. From CNBC.com: Russian oil tanker reportedly arrives in Cuba after (the US president) softens approach to U.S. blockade For weeks now, the US president has [...]

USDA announced sales of 105,000 mt of 2025-2026 soybeans to unknown destinations.

This is fun. Let's get right into it. All from CNBC. com: Gold falls as markets assess prospects of Iran ceasefire Not to mention the $100 million in gold the [...]

Looking at Thursday's Market Moving Headlines, and the question I'm left with is when will Watson learn? Let's face it, if Dr. Watson had been this stupid, Sherlock Holmes would [...]

This was an easy one. I'll give you the changes in the Energies sector, and you can guess the headline. Here we go: Brent crude oil is down $5.39 (5.2%) [...]