Strong U.S. Dollar Headwind For Farmers
T. Marc Schober - Seeking Alpha - Mon Feb 02, 5:55PM CST
Grain prices declined throughout January, primarily due to the large South American crop soon becoming available for export. China cancelled 570,000 metric tons of U.S. soybean orders within the last three weeks, according to the USDA, in favor of...
WEAT: 11.33 (+0.21), SOYB: 20.03 (+0.20), DBA: 23.57 (+0.21), CORN: 26.02 (+0.33)
The Bull In Winter
Eric Parnell, CFA - at Seeking Alpha - Sun Feb 01, 12:05AM CST
DBE: 17.43 (+0.30), DBB: 15.26 (unch), DBC: 18.30 (+0.20), DBA: 23.57 (+0.21), XLU: 45.17 (-0.70), UUP: 24.91 (-0.01), EWJ: 11.93 (+0.14), EEM: 40.67 (+0.46), XLP: 49.50 (-0.23), IWD: 105.39 (+0.32), SPY: 209.78 (+0.86), GLD: 117.98 (+0.64), EFA: 63.82 (+0.42), SLV: 16.54 (+0.39), ACWX: 44.67 (+0.34), FXI: 42.98 (+0.27), SDY: 79.16 (+0.32)
Managing Volatility, Earnings And Why Agriculture?
Individual Trader - at Seeking Alpha - Thu Jan 29, 8:16AM CST
MOO: 55.44 (+0.51), DBA: 23.57 (+0.21), PG: 85.90 (-0.13), CAT: 85.13 (+1.60), MSFT: 43.87 (+0.78), UPS: 101.79 (+0.38)
Adding The Agriculture ETF And A Portfolio Update
Individual Trader - at Seeking Alpha - Tue Jan 27, 3:49PM CST
AXP: 78.08 (-2.40), MOO: 55.44 (+0.51), DBA: 23.57 (+0.21), BND: 82.80 (-0.19)
'Fast Money' Recap: Friday Was a Relief but Europe Could Roil Markets Next Week
at The Street - Sat Jan 17, 4:00AM CST
The trading panel discussed commodities, gold and what any European Central Bank action will do to U.S. markets.
DBA: 23.57 (+0.21), KBH: 14.39 (+0.26), GDX: 21.26 (+0.11), TLT: 128.19 (-1.33), ITUB: 12.63 (+0.46)
International Economic Week In Review: Commodity Sell-Off Is A Supply And Demand Problem
Hale Stewart - at Seeking Alpha - Fri Jan 16, 5:22PM CST
While oil's precipitous price drop has garnered most of the headlines, the rest of the commodities complex has also been under selling pressure. The DBAs - the US traded ETF that tracks agricultural commodities - are nearing the 0% gain level for the...
USO: 19.62 (+0.44), DBA: 23.57 (+0.21)
Weekly ETF Gainers / Losers
Seeking Alpha - at Seeking Alpha - Fri Jan 16, 3:17PM CST
DBA: 23.57 (+0.21), XHB: 36.36 (+0.09), VXX: 30.97 (-0.38), PSLV: 6.89 (+0.17), URA: 10.78 (+0.04), SIVR: 16.99 (+0.40), KOL: 14.24 (+0.27), SLV: 16.54 (+0.39), REMX: 26.00 (+0.51), GDX: 21.26 (+0.11)
Live Long And Prosper: The Beauty Of Low-Cost Production
Andrew Hecht - at Seeking Alpha - Tue Jan 13, 5:05AM CST
DAG: 4.69 (+0.06), OLO: 7.58 (+0.02), BNO: 23.05 (+0.78), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), BHP: 51.19 (+2.38), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), AGF: 13.35 (+0.28), OLEM: 25.07 (+0.30), RIO: 49.37 (+2.22), JJC: 31.11 (+0.06), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), USO: 19.62 (+0.44), UCO: 9.19 (+0.39), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), DTO: 81.31 (-5.12), ADZ: 33.50 (unch), USAG: 21.03 (+0.12), UWTI: 3.71 (+0.23), CUPM: 28.84 (unch), SCO: 70.05 (-3.45), RJA: 7.09 (+0.08), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), CPER: 17.69 (+0.33), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
The Commodities Crash Playbook: A Long Overdue Rewrite And Revision
Dr. Duru - at Seeking Alpha - Tue Jan 06, 12:31PM CST
JOY: 44.14 (+0.35), SGG: 37.95 (+0.11), CCJ: 15.67 (+0.25), BAL: 43.12 (+0.32), JO: 29.81 (-0.02), DBA: 23.57 (+0.21), FXA: 77.69 (+0.23), STX: 61.83 (+0.67), RJI: 6.26 (+0.09), REMX: 26.00 (+0.51), UUP: 24.91 (-0.01), GSG: 21.18 (+0.43), RJA: 7.09 (+0.08), EEM: 40.67 (+0.46), NIB: 38.10 (+0.25), ERY: 17.74 (-1.21), SPY: 209.78 (+0.86), DE: 90.04 (+0.67), CORN: 26.02 (+0.33), CAT: 85.13 (+1.60), XLE: 82.04 (+1.70)
Grains: Fourth Quarter Review And The Outlook For 2015
Andrew Hecht - at Seeking Alpha - Mon Jan 05, 5:25AM CST
AGA: 25.56 (-0.39), WEAT: 11.33 (+0.21), RJA: 7.09 (+0.08), SOYB: 20.03 (+0.20), BG: 82.22 (+1.78), DAG: 4.69 (+0.06), ADM: 48.10 (+0.66), MOO: 55.44 (+0.51), DBA: 23.57 (+0.21), JJG: 36.65 (+0.54), CORN: 26.02 (+0.33)
Farm Prices index +1% in December
Seeking Alpha - at Seeking Alpha - Tue Dec 30, 2:08PM CST
AGA: 25.56 (-0.39), DAG: 4.69 (+0.06), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), ADZ: 33.50 (unch), USAG: 21.03 (+0.12), RJA: 7.09 (+0.08), FUD: 21.37 (+0.21), DIRT: 36.61 (+0.42), UAG: 21.09 (+0.09), TAGS: 30.30 (+0.45), AGF: 13.35 (+0.28), JJA: 40.54 (+0.51)
Commodity Darwinism: Strong Hands Emerge
Andrew Hecht - Seeking Alpha - Tue Dec 23, 5:28AM CST
2014 has been a rough year in the commodity sector. Commodity prices are cyclical and history, in this sector, tends to repeat itself. Commodities are volatile assets; they are highly sensitive to changes in supply and demand. Historical volatility...
DAG: 4.69 (+0.06), UBN: 10.14 (+0.20), UBM: 14.75 (-0.30), JJP: 59.02 (+0.73), BDG: 16.45 (-0.66), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), JJM: 25.82 (-0.10), BDD: 6.71 (-0.30), AGF: 13.35 (+0.28), RJZ: 8.02 (+0.08), ONG: 25.61 (unch), BLNG: 34.06 (unch), JJE: 10.42 (+0.25), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), DBE: 17.43 (+0.30), HEVY: 28.73 (unch), DBB: 15.26 (unch), RGRA: 18.94 (-0.07), DBA: 23.57 (+0.21), USMI: 19.72 (+0.30), ADZ: 33.50 (unch), BOM: 16.87 (+0.17), RGRE: 16.73 (+1.23), USAG: 21.03 (+0.12), GLTR: 63.73 (+0.76), RGRI: 20.14 (unch), BOS: 24.00 (-0.10), RJN: 3.98 (+0.09), RJA: 7.09 (+0.08), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), RGRP: 18.01 (+1.01), DBP: 38.44 (+0.36), WITE: 34.95 (+0.83)
Dessert Bells Ring: Warren Buffett Eats At Distressed Buffets
Andrew Hecht - at Seeking Alpha - Tue Dec 23, 5:07AM CST
RTM: 90.31 (+0.95), XLB: 51.44 (+0.43), DAG: 4.69 (+0.06), BNO: 23.05 (+0.78), UYM: 53.97 (+1.01), UBN: 10.14 (+0.20), SBM: 24.88 (unch), JJP: 59.02 (+0.73), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), FMAT: 28.92 (+0.27), AGF: 13.35 (+0.28), OIL: 12.01 (+0.34), MATL: 71.97 (+1.25), ONG: 25.61 (unch), BLNG: 34.06 (unch), JJE: 10.42 (+0.25), XLE: 82.04 (+1.70), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), IYM: 86.13 (+0.83), FXZ: 32.53 (+0.29), ADZ: 33.50 (unch), RGRE: 16.73 (+1.23), USAG: 21.03 (+0.12), GLTR: 63.73 (+0.76), RJN: 3.98 (+0.09), SMN: 26.75 (-0.53), RJA: 7.09 (+0.08), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), RGRP: 18.01 (+1.01), DBP: 38.44 (+0.36), WITE: 34.95 (+0.83), BRK.B: 148.34 (-1.45), BRK.A: 222,555.00 (-1,905.00), VAW: 112.81 (+1.05)
Farmland Index Rebounds From All-Time Low
T. Marc Schober - Seeking Alpha - Mon Dec 22, 8:26AM CST
Rural bankers see a continued improvement in farmland values, after the farmland price index fell to its lowest level ever in October. The rural economy remained neutral with crop prices on the rise, but oil prices taking a plunge. The majority of...
AGA: 25.56 (-0.39), DAG: 4.69 (+0.06), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), ADZ: 33.50 (unch), USAG: 21.03 (+0.12), RJA: 7.09 (+0.08), FUD: 21.37 (+0.21), DIRT: 36.61 (+0.42), UAG: 21.09 (+0.09), TAGS: 30.30 (+0.45), AGF: 13.35 (+0.28), JJA: 40.54 (+0.51)
Cuba: A New Customer For The U.S. Farmer
Andrew Hecht - Seeking Alpha - Mon Dec 22, 5:06AM CST
On Wednesday, December 17, United States President Barrack Obama announced a normalization of relations with Cuba. The island nation had been a pariah in the eyes of America since 1960, the days of President Kennedy. Mixed reviews met the...
AGA: 25.56 (-0.39), SGG: 37.95 (+0.11), JO: 29.81 (-0.02), BAL: 43.12 (+0.32), DAG: 4.69 (+0.06), RGRA: 18.94 (-0.07), DBA: 23.57 (+0.21), ADZ: 33.50 (unch), USAG: 21.03 (+0.12), JJN: 19.36 (+0.08), WEAT: 11.33 (+0.21), RJA: 7.09 (+0.08), SOYB: 20.03 (+0.20), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), CANE: 11.70 (unch), NINI: 25.79 (+0.13), AGF: 13.35 (+0.28), JJG: 36.65 (+0.54), CORN: 26.02 (+0.33), JJA: 40.54 (+0.51)
Cold Weather Or The Dollar - Which Is Most Important For Commodity Prices For The Rest Of 2014?
Andrew Hecht - Seeking Alpha - Tue Nov 25, 5:06AM CST
It has been a very chilly start to the winter in the United States. Just ask the citizens of Western New York State, some of whom received over seven feet of snow in the last week. On November 1, less than 1% of the US had snow cover. This week snow...
DAG: 4.69 (+0.06), BNO: 23.05 (+0.78), SGAR: 26.08 (unch), UGA: 36.56 (+0.62), UBN: 10.14 (+0.20), CRUD: 26.94 (-0.43), CAFE: 20.95 (+1.13), SOYB: 20.03 (+0.20), DNO: 54.24 (-1.32), UGAZ: 2.97 (+0.18), BOIL: 13.45 (+0.55), ONG: 25.61 (unch), UHN: 23.32 (+0.69), DCNG: 20.81 (-0.89), COW: 26.72 (+0.48), DTO: 81.31 (-5.12), ADZ: 33.50 (unch), UUP: 24.91 (-0.01), RJN: 3.98 (+0.09), RJA: 7.09 (+0.08), CANE: 11.70 (unch), UBC: 21.03 (+0.36), DWTI: 95.90 (-7.40), GRU: 4.96 (+0.11), KOLD: 79.88 (-4.21), JO: 29.81 (-0.02), NAGS: 10.40 (-0.39), OLO: 7.58 (+0.02), UNG: 14.22 (+0.34), CHOC: 42.40 (unch), TAGS: 30.30 (+0.45), UAG: 21.09 (+0.09), DGAZ: 7.10 (-0.49), LSTK: 48.17 (-0.81), OIL: 12.01 (+0.34), AGF: 13.35 (+0.28), JJG: 36.65 (+0.54), GAZ: 1.44 (-0.01), UNL: 13.33 (+0.20), JJE: 10.42 (+0.25), OLEM: 25.07 (+0.30), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), SGG: 37.95 (+0.11), USO: 19.62 (+0.44), DBE: 17.43 (+0.30), UCO: 9.19 (+0.39), DBC: 18.30 (+0.20), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), RGRE: 16.73 (+1.23), UWTI: 3.71 (+0.23), USAG: 21.03 (+0.12), SCO: 70.05 (-3.45), NIB: 38.10 (+0.25), DIRT: 36.61 (+0.42), FUD: 21.37 (+0.21), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), UDN: 22.76 (+0.03), USL: 26.81 (+0.40)
Farmers Fight Snow And Cold To Complete 2014 Harvest
T. Marc Schober - at Seeking Alpha - Mon Nov 24, 5:36PM CST
Harvest progress was slowed this past week due to freezing temperatures and snow. Many analysts believe the acres left unharvested could remain in the field until spring. Although most farmers were able to complete their harvest, a significant amount...
WEAT: 11.33 (+0.21), SOYB: 20.03 (+0.20), DBA: 23.57 (+0.21), CORN: 26.02 (+0.33)
How Various Commodities Are Dealing With Grief And Loss (Of Value)
Andrew Hecht - Seeking Alpha - Tue Nov 18, 5:01AM CST
Commodity prices have moved lower as a sector in 2014. A stronger dollar, weak economic conditions in Europe and slowing growth in China have resulted in lower prices for many raw materials. We have just come through a long cyclical period where...
GLDI: 12.39 (+0.06), DAG: 4.69 (+0.06), OUNZ: 12.26 (+0.06), GLDE: 14.06 (+0.24), UBM: 14.75 (-0.30), SGOL: 120.32 (+0.59), RJZ: 8.02 (+0.08), UGL: 41.23 (+0.32), HEVY: 28.73 (unch), BARS: 47.25 (-1.58), DZZ: 6.85 (-0.07), BOM: 16.87 (+0.17), ADZ: 33.50 (unch), DGL: 40.62 (+0.21), DGP: 25.12 (+0.28), BOS: 24.00 (-0.10), RJA: 7.09 (+0.08), UBG: 31.86 (+0.15), DGZ: 14.99 (-0.06), VALE: 8.05 (+0.32), IAU: 11.89 (+0.06), AGOL: 121.01 (-0.19), GGBP: 13.25 (+0.48), GRU: 4.96 (+0.11), UGLD: 12.39 (+0.18), GYEN: 13.48 (+0.12), BDG: 16.45 (-0.66), GEUR: 13.61 (+0.09), JJM: 25.82 (-0.10), UAG: 21.09 (+0.09), TAGS: 30.30 (+0.45), BHP: 51.19 (+2.38), BDD: 6.71 (-0.30), AGF: 13.35 (+0.28), JJG: 36.65 (+0.54), RIO: 49.37 (+2.22), JJA: 40.54 (+0.51), AGA: 25.56 (-0.39), DBB: 15.26 (unch), TBAR: 23.57 (-0.27), BAL: 43.12 (+0.32), DBA: 23.57 (+0.21), RGRA: 18.94 (-0.07), USMI: 19.72 (+0.30), USAG: 21.03 (+0.12), RGRI: 20.14 (unch), DGLD: 67.61 (-1.14), FUD: 21.37 (+0.21), DIRT: 36.61 (+0.42), GLD: 117.98 (+0.64), CTNN: 27.45 (+0.15), BAR: 29.93 (+0.49), GLL: 92.03 (-1.02)
Despite Weather Conditions, Farmers Continue Harvest
T. Marc Schober - at Seeking Alpha - Mon Nov 17, 8:40PM CST
Farmers with harvesting left to do will be working in a winter wonderland as snow has blanketed the Midwest for the past week. The weather will impact grain transportation as grain elevators report growing railway delays. Reports out of western...
WEAT: 11.33 (+0.21), SOYB: 20.03 (+0.20), DBA: 23.57 (+0.21), CORN: 26.02 (+0.33)
Agriculture Investors Set For Poor Harvest
Markit - Seeking Alpha - Wed Nov 12, 4:51AM CST
Three years of downbeat commodity prices have seen investors become increasingly disillusioned with agricultural resources - a trend that has continued this year amid fresh lows. Investing in commodities looked set to be a decent hedge against...
MOO: 55.44 (+0.51), DBA: 23.57 (+0.21), AGCO: 49.78 (+0.97), DE: 90.04 (+0.67)