With record low-interest rates and a wave of fiscal stimulus in play the lack of new home inventory could spark a surge in new home construction. At the same time, timberland investments become a lot more interesting with lumber prices rebounding strongly and the housing market expected to hold up...
Joel Ross began his career in Wall St. as an investment banker in 1965, where he handled public offerings, mergers & acquisitions, leveraged buyouts, and other corporate advisory matters for a variety of clients. During the seventies, he was CEO of North American operations for a UK based conglomerate where...
CORN bulls are pointing to a few uncertainties in the U.S. forecast and some companies using high-tech geospatial and remote sensing technology that are forecasting the early U.S. yield at between 172 and 175 bushels per acre vs. the USDA's current 178.5 yield forecast. Bulls also point to the continued...
For the last six years, Nathan Verstuyft has been working on a top-secret crop project in Southwest Texas for America's top-selling hummus brand, Sabra. In partnership with seed breeding company Equinom, he's been working with Sabra to find a new sesame seed that can be grown in the U.S. to...
While corporations can always offer more stock and government can always issue more bonds, there is one asset that has had a pretty fixed supply on earth for the last several million years: Land. And some Americans own a lot of it. The Land Report publishes an annual ranking of...
As the coronavirus has spread across the country, weak links in the food supply chain that have created temporary shortages have led to real worries about food insecurity. Google searches for things like gardening and food preservation have exploded, much to the delight of many health advocates. However, the recent...
CORN bulls are hoping to find improved demand and a few weather hiccups in the forecast ahead. The USDA reported another week of strong export inspections which should keep us on track to beat the current USDA estimate. Ethanol should probably see another uptick this week as the economy fires...
For full disclosure I am currently long rice. This is not a solicitation to buy or sell any commodity rather just an explanation of my current thoughts about this particular market. I have been asked many times the past few weeks and wanted to update my perspective. The purpose of...
The dairy sector has struggled with low milk prices and rapid consolidation in the industry that continues to force producers out of business. There has been even greater complications in the wake of COVID-19. Farm bankruptcies jumped by nearly +20% in 2019, and Wisconsin, a top dairy-producing state, had the...
Thirty years ago Montana's open plains held nothing put pastureland and tens of thousands of acres of wheat. But there were a few guys who started looking at things differently and set our to find new markets. David Oien and three friends would start Timeless Seeds Inc., with just a...