Volatility Picks Up in Corn and Wheat
May 31, 2016 The price of soybeans has rallied dramatically over recent weeks however, corn and wheat have not appreciated to the same extent. In my latest article for QT Ag…
Monsanto and Bayer/BASF A Mixed Marriage Made In Hell
May 23, 2016 Marriage is all the rage in the seed and farm chemicals business these days. In my latest piece for Seeking Alpha I explain what is going on…
Monsanto and Bayer/BASF- A short squeeze or a change in EU-GMO Policy?
May 23, 2016 Last week, the price of Monsanto stock exploded higher as two German companies expressed interest in buying or merging with the seed giant. In my latest work…
Demographics with a Capital D is the Real Story in Agriculture
May 23, 2016 Perhaps the most important thing that the USDA told us when they released the World Agricultural Supply and Demand Estimates report was that 2016/2017 will be yet…
WASDE Mania in May Lead to a New Outlook for Grains
May 23, 2016 The May 10 WASDE report launched the price of soybeans and bean products higher and corn and wheat followed, albeit to a lesser extent. In my latest…
Are We On The Brink Of An Agricultural Boom?
May 16, 2016 In the aftermath of last week's World Agricultural Supply and Demand Estimates report from the USDA, the price of soybeans exploded higher. In my latest article for…
The U.S. Dollar Is Doing All It Can To Save the Grain Markets
May 16, 2016 Grain markets have been in a bear market since the drought of 2012 and since 2014 a stronger dollar has added fuel to the bearish fire. In…
Why Is Wheat The Most Political Commodity In The World?
May 9, 2016 Most people believe that oil is the most political commodity in the world. In my latest article for QT Ag Online, I explain why history teaches us…
Grains Come Back To Life
May 2, 2016 After three straight years of bumper grain crops and a higher dollar, the 2016 crop year is starting out to look a lot different. In my latest…
Value Investing In Commodities- Agriculture is Still a Compelling Trade
May 2, 2016 In my latest article for Seeking Alpha, I take a look back at a piece I wrote on February 1, 2016 and update some of my market…
