Bearish Shift in Soybeans?

The USDA released their monthly World Agricultural Supply and Demand Estimates (WASDE) Report on Tuesday. It showed world stockpiles of soybeans down a massive 77% from the 2019/2020 crop year – the lowest since 2013/2014…. Read More

Silver “Short Squeeze” Squelched

The Reddit revolutionaries may have leveraged the Internet to change the investing game in heavily-shorted shares like GameStop (GME), but they bit off too much when it came to silver. Small traders flooded bullion dealers… Read More

Rising Bond Yields Pose Threat to Pricey Stocks

Something strange has happened the past few days: long-term interest rates are rising as stock prices are falling. This is opposite the classic “risk on”/ “risk off” formula which has dominated almost all of the… Read More

China Buys, La Niña Dries and Soybeans Soar

Exploding Chinese demand, a disappointing North American harvest and drier-than-normal conditions across key soy-producing areas of Brazil and Argentina have provided the fuel for the ongoing bull market in soybeans. “Beans” closed at $12.64 per… Read More

Corn Continues to Climb

Soaring from a low of $3.09 per bushel on Fed stimulus and Chinese demand following March’s coronavirus outbreak, corn came within 7 cents of our upside objective of $4.35 per bushel last Thursday. The US… Read More

Coffee: The Last Cheap Commodity?

Many commodities have switched from bear to bull markets over the past 6 months. If you follow us, you know we have been banging the commodity drum for at least the past two years. Our… Read More

Will Surging Soybeans Beat Sagging Stocks?

When the world’s largest exporter of soybeans wants to import them, it’s time to sit up and take notice. Population-heavy China is in a hurry to rebuild a domestic hog herd decimated by African Swine… Read More

Hot Commodities

Soybeans hit our upside target of $10.60 per bushel last week, supported by Chinese demand and buying from large commodity funds. Corn and sugar have not hit our upside targets yet, but are doing well…. Read More