Results: 79 Records found.
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    Whatever We Had Once Was Gone

    Jun 15, 2018 05:10 PM

    If you are a long time reader of this column (this is #800!) you have probably figured out that my musical tastes are pretty eclectic, with a skew toward 1970’s rock and roll, but room for jazz, blues, country and maybe one or two classical pieces hiding in the background. Lyrics to songs pop into my head all the time, triggered by events. This week, the line was “Whatever we had once was gone”, triggered by the sharp declines in corn and soybeans after they had been trading in a comfortable ran

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    Old Problems

    Jun 08, 2018 03:42 PM

    Last week we talked about new beginnings as the calendar rolled to June and questioned whether the spec funds would keep their big long positions in seasonal plays like corn and soybeans or go looking for cheaper assets. It is now clear from the CFTC data that they went looking for undervalued assets like the stock market, wheat and cotton, while reducing positions in corn and soybeans.

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    New Beginnings

    Jun 01, 2018 04:23 PM

    It’s the first day of June. Not quite the first day of summer, but certainly the first day of the month. With all of the 1930s-esque tariffs being thrown around, we are certainly looking at a different international trade environment than we’ve had any time in the new millennium, let alone in May. The first of the month is also a focus for investment funds, putting new money to work and re-investing old money from positions cashed out for asset allocation adjustment reasons.

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Results: 79 Records found.