End Of Commodity Supercycle Puts Pressure On U.S. Agriculture
Global Risk Insights - Seeking Alpha - Tue Mar 10, 7:27AM CDT
With profit margins shrinking, American agriculture faces risk management challenges. One approach would be to make a priority of managing margin risk. The boom of the commodity supercycle is over, at least as far as agricultural products are...
AGA: 27.92 (-0.73), DBC: 17.21 (+0.23), DAG: 4.39 (+0.27), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), COMT: 38.80 (+0.63), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FTGC: 24.53 (+0.40), FUD: 20.01 (-0.12), DDP: 46.00 (unch), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), SBV: 27.97 (unch), AGF: 12.22 (unch), PDBC: 19.93 (+0.26), DPU: 10.51 (unch), BCM: 30.62 (+0.48), JJA: 38.67 (+0.80)
Record Setting Production Helps Keep Farmland Values Stable
T. Marc Schober - Seeking Alpha - Tue Feb 17, 8:44AM CST
Farmland values in the upper Midwest remained stable through the fourth quarter as record breaking yields partially offset declining grain prices. The Seventh Federal Reserve District released their fourth quarter assessment of farmland values and...
AGA: 27.92 (-0.73), DAG: 4.39 (+0.27), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), RJA: 6.86 (+0.09), FUD: 20.01 (-0.12), DIRT: 35.38 (+1.22), UAG: 19.78 (unch), TAGS: 28.51 (-0.02), AGF: 12.22 (unch), JJA: 38.67 (+0.80)
Live Long And Prosper: The Beauty Of Low-Cost Production
Andrew Hecht - at Seeking Alpha - Tue Jan 13, 5:05AM CST
DAG: 4.39 (+0.27), OLO: 6.80 (+0.05), BNO: 20.47 (+0.31), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), BHP: 48.06 (+1.46), DNO: 63.87 (-1.37), OIL: 9.79 (+0.22), AGF: 12.22 (unch), OLEM: 22.25 (+0.59), RIO: 43.58 (+1.50), JJC: 33.04 (+1.20), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), USO: 16.43 (+0.35), UCO: 6.50 (+0.26), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), DTO: 115.21 (-3.60), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), UWTI: 2.07 (+0.13), CUPM: 30.15 (+0.55), SCO: 93.38 (-4.24), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), CPER: 18.29 (+0.77), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), DWTI: 149.45 (-10.55), USL: 23.65 (+0.47)
Farm Prices index +1% in December
Seeking Alpha - at Seeking Alpha - Tue Dec 30, 2:08PM CST
AGA: 27.92 (-0.73), DAG: 4.39 (+0.27), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), RJA: 6.86 (+0.09), FUD: 20.01 (-0.12), DIRT: 35.38 (+1.22), UAG: 19.78 (unch), TAGS: 28.51 (-0.02), AGF: 12.22 (unch), JJA: 38.67 (+0.80)
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: 4.39 (+0.27), UBN: 9.15 (+0.11), UBM: 14.57 (-0.13), JJP: 56.85 (+1.25), BDG: 16.15 (unch), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), JJM: 26.07 (+0.95), BDD: 6.60 (unch), AGF: 12.22 (unch), RJZ: 7.83 (+0.23), ONG: 22.78 (-1.41), BLNG: 30.80 (-1.60), JJE: 9.37 (+0.12), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), DBE: 15.93 (+0.17), HEVY: 28.50 (-0.23), DBB: 15.19 (+0.30), RGRA: 18.28 (+0.21), DBA: 22.55 (+0.29), USMI: 18.40 (-0.46), ADZ: 33.50 (unch), BOM: 16.09 (-0.91), RGRE: 15.79 (-0.52), USAG: 20.31 (+0.09), GLTR: 61.41 (+1.07), RGRI: 20.52 (unch), BOS: 24.00 (-0.27), RJN: 3.52 (+0.04), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), RGRP: 16.71 (+0.25), DBP: 36.96 (+0.56), WITE: 33.41 (+0.73)
Dessert Bells Ring: Warren Buffett Eats At Distressed Buffets
Andrew Hecht - at Seeking Alpha - Tue Dec 23, 5:07AM CST
RTM: 86.48 (+0.39), XLB: 49.23 (+0.13), DAG: 4.39 (+0.27), BNO: 20.47 (+0.31), UYM: 49.48 (+0.73), UBN: 9.15 (+0.11), SBM: 25.52 (+0.96), JJP: 56.85 (+1.25), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), FMAT: 27.83 (+0.12), AGF: 12.22 (unch), OIL: 9.79 (+0.22), MATL: 64.10 (+1.38), ONG: 22.78 (-1.41), BLNG: 30.80 (-1.60), JJE: 9.37 (+0.12), XLE: 76.91 (+0.60), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), USO: 16.43 (+0.35), DBE: 15.93 (+0.17), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), IYM: 82.53 (+0.67), FXZ: 31.71 (+0.40), ADZ: 33.50 (unch), RGRE: 15.79 (-0.52), USAG: 20.31 (+0.09), GLTR: 61.41 (+1.07), RJN: 3.52 (+0.04), SMN: 28.91 (-0.47), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), RGRP: 16.71 (+0.25), DBP: 36.96 (+0.56), WITE: 33.41 (+0.73), BRK.B: 145.53 (+0.65), BRK.A: 218,300.00 (+300.00), VAW: 108.98 (+0.79)
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: 27.92 (-0.73), DAG: 4.39 (+0.27), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), RJA: 6.86 (+0.09), FUD: 20.01 (-0.12), DIRT: 35.38 (+1.22), UAG: 19.78 (unch), TAGS: 28.51 (-0.02), AGF: 12.22 (unch), JJA: 38.67 (+0.80)
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: 27.92 (-0.73), SGG: 32.02 (+0.29), JO: 25.14 (-0.13), BAL: 42.42 (-0.06), DAG: 4.39 (+0.27), RGRA: 18.28 (+0.21), DBA: 22.55 (+0.29), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), JJN: 18.44 (+0.64), WEAT: 11.34 (+0.37), RJA: 6.86 (+0.09), SOYB: 19.56 (+0.17), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), CANE: 10.19 (+0.09), NINI: 24.09 (-0.09), AGF: 12.22 (unch), JJG: 35.89 (+0.99), CORN: 25.27 (+0.60), JJA: 38.67 (+0.80)
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: 4.39 (+0.27), BNO: 20.47 (+0.31), SGAR: 22.56 (-0.04), UGA: 35.09 (+0.27), UBN: 9.15 (+0.11), CRUD: 26.94 (-0.43), CAFE: 17.11 (-0.09), SOYB: 19.56 (+0.17), DNO: 63.87 (-1.37), UGAZ: 2.74 (-0.07), BOIL: 12.94 (-0.22), ONG: 22.78 (-1.41), UHN: 21.04 (-0.08), DCNG: 21.20 (+0.72), COW: 26.62 (+0.11), DTO: 115.21 (-3.60), ADZ: 33.50 (unch), UUP: 25.82 (-0.35), RJN: 3.52 (+0.04), RJA: 6.86 (+0.09), CANE: 10.19 (+0.09), UBC: 20.52 (+0.19), DWTI: 149.45 (-10.55), GRU: 4.83 (+0.16), KOLD: 77.78 (+1.48), JO: 25.14 (-0.13), NAGS: 10.40 (-0.39), OLO: 6.80 (+0.05), UNG: 14.10 (-0.16), CHOC: 40.57 (+0.50), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), DGAZ: 6.53 (+0.19), LSTK: 49.50 (unch), OIL: 9.79 (+0.22), AGF: 12.22 (unch), JJG: 35.89 (+0.99), GAZ: 1.40 (+0.05), UNL: 13.13 (-0.08), JJE: 9.37 (+0.12), OLEM: 22.25 (+0.59), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), SGG: 32.02 (+0.29), USO: 16.43 (+0.35), DBE: 15.93 (+0.17), UCO: 6.50 (+0.26), DBC: 17.21 (+0.23), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), RGRE: 15.79 (-0.52), UWTI: 2.07 (+0.13), USAG: 20.31 (+0.09), SCO: 93.38 (-4.24), NIB: 35.75 (+0.66), DIRT: 35.38 (+1.22), FUD: 20.01 (-0.12), SZO: 73.00 (-1.95), DBO: 13.39 (+0.22), UDN: 21.61 (+0.26), USL: 23.65 (+0.47)
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: 11.72 (+0.09), DAG: 4.39 (+0.27), OUNZ: 11.79 (+0.12), GLDE: 14.06 (+0.24), UBM: 14.57 (-0.13), SGOL: 115.86 (+1.34), RJZ: 7.83 (+0.23), UGL: 38.08 (+0.77), HEVY: 28.50 (-0.23), BARS: 47.25 (-1.58), DZZ: 7.35 (-0.15), BOM: 16.09 (-0.91), ADZ: 33.50 (unch), DGL: 39.03 (+0.43), DGP: 23.18 (+0.53), BOS: 24.00 (-0.27), RJA: 6.86 (+0.09), UBG: 30.56 (+0.27), DGZ: 15.52 (-0.17), VALE: 6.26 (+0.41), IAU: 11.44 (+0.13), AGOL: 113.86 (unch), GGBP: 13.25 (+0.48), GRU: 4.83 (+0.16), UGLD: 10.99 (+0.33), GYEN: 13.06 (+0.01), BDG: 16.15 (unch), GEUR: 13.79 (-0.02), JJM: 26.07 (+0.95), UAG: 19.78 (unch), TAGS: 28.51 (-0.02), BHP: 48.06 (+1.46), BDD: 6.60 (unch), AGF: 12.22 (unch), JJG: 35.89 (+0.99), RIO: 43.58 (+1.50), JJA: 38.67 (+0.80), AGA: 27.92 (-0.73), DBB: 15.19 (+0.30), TBAR: 23.82 (-0.05), BAL: 42.42 (-0.06), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), USMI: 18.40 (-0.46), USAG: 20.31 (+0.09), RGRI: 20.52 (unch), DGLD: 74.82 (-2.68), FUD: 20.01 (-0.12), DIRT: 35.38 (+1.22), GLD: 113.57 (+1.28), CTNN: 27.05 (+0.28), BAR: 26.60 (+0.79), GLL: 98.55 (-2.23)