Soybeans
05/18/2023
The article below is an excerpt from our Q4 2022 commentary. “Egg prices soar due to deadly bird flu outbreak.” ~Times Union 1/18/2023 When commodity markets fall into structural deficit, prices...
07/23/2021
In our Q4 2020 letter, we discussed how China had emerged seemingly overnight as one of the world’s largest corn importers. While China had become a large importer of soybeans 20 years ago, its corn...
07/08/2021
Given low ending stocks, both corn and soy are extremely susceptible to any disappointments in plantings, harvest, or weather. As the 2021–2022 season gets underway, problems have already developed....