Clarence Beeks Is Lurking In Washington- WASDE Monday

September 12, 2016

Today, the USDA will release its monthly World Agricultural Supply and Demand Estimates Report at noon EST. In my latest work for Seeking Alpha, I outline market expectations for the key data points in soybeans, corn, and wheat markets and explain why the WASDE is the critical report each month for market participants in the grain sector.

Article: Clarence Beeks Is Lurking In Washington- WASDE Monday

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WASDE And The Fourth Year Of Bumper U.S. Crops

August 22, 2106

On August 12, the USDA issued the August WASDE report which confirmed suspicions of the fourth straight year of bumper crops in the United States for corn, soybeans and wheat. In my latest article for Seeking Alpha, I explain why hidden in all of the good news for consumers is a dire warning that demand is growing fast and the next time crop yields fall short there could be huge problems with which to contend.

Article: WASDE And The Fourth Year Of Bumper U.S. Crops

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Grains- Second Quarter 2016 review and the outlook for Q3

July 5, 2016

Soybeans and soybean meal dominated the grain sector in Q2 and posted some spectacular gains. In my quarterly report on the grain markets for Seeking Alpha I look at the highlights of the past three months and look forward to the growing and harvest seasons.

Article: Grains- Second Quarter 2016 review and the outlook for Q3

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Wheat- The Laggard that Will Catch Up

June 13, 2016

Soybeans were the first to tell us that the 2016 crop year is going to be a lot different than the past three years. In my latest work for QT Ag Online, I point out that corn is now following the beans and while wheat prices have been lagging due to high inventories there are signs that wheat too will follow in a year that is starting to look more and more like 2012 for the grain markets.

Article: Wheat- The Laggard that Will Catch Up

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Beans are a Sign of Things to Come in Grains

June 13, 2016

We have seen an amazing rally in the soybean market since the beginning of March. In my latest article for QT Ag Online, I explain the reasons why corn and wheat are likely to follow soybeans in the weeks and months ahead particularly if weather conditions in Brazil that ignited the rally translate into a hot and dry summer in the United States.

Article: Beans are a Sign of Things to Come in Grains

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

Grains Have Absorbed Any Interest Rate Hike

June 6, 2016

The Fed hiked interest rates for the first time in nine years last December and they promised 3-4 more rate hikes in 2016 but have failed to deliver as of yet. In my latest work for QT Ag Online, I look at the dollar and other commodity prices and relate their moves to action in the grain markets with a conclusion that it does not matter what the Fed does as grains have many more things to concern themselves with over the coming months.

Article: Grains Have Absorbed Any Interest Rate Hike

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

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 Online, I point to some reasons that could get corn and wheat going on the upside over the months ahead and explain why the downside is limited and upside is becoming a lot more interesting these days.

Article: Volatility Picks Up in Corn and Wheat

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

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 article for QT Ag Online, I explain why the recent action in the soybean market could be a match that ignites the enter grain sector in 2016.

Article: WASDE Mania in May Lead to a New Outlook for Grains

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

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 Seeking Alpha, I explain why soybeans are rallying and why agricultural commodities and related investment continue to offer some of the best prospects for the future.

Article: Are We On The Brink Of An Agricultural Boom?

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities

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 my latest work for QT Ag Online, I look at the dollar which is off its highs. Farmers who are used to praying for the weather are likely praying for a lower dollar to stimulate exports, clean out inventories and set them up for prosperity in the years to come. After three straight years of low prices they certainly need a boost from wherever they can get it.

Article: The U.S. Dollar Is Doing All It Can To Save the Grain Markets

Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities