Tag Archives: Europe

037 EUROPE – How does it affect U.S. AG

Short Term I give my take on what markets will be affected the most and the least, and other factors affecting individual markets. Medium Term China to the rescue? Stagflation, last time US had this much food inflation was 1978 … Continue reading

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026 Can The World Still Feed Itself

Another “Big Food” industry guy wants cheap input prices.  Peter Brabeck-Letmathe chairman and former CEO of Nestle Corporation is against biofuels.  Surprise, surprise, maybe he just wants cheap commodities for inputs that will be made into Nestle products. I will … Continue reading

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Cattle Market Shakeout

Where do I see the cattle market going? This could be a whole podcast on not only the cattle market, but all livestock. I also see where I think the grain industry is heading and I believe what happened to … Continue reading

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014 Markets, Speculators & Politicians

We need speculators to “make” a market, do we really need a lot of today’s politicians? I see it as too many times business today need to look at what politicians are doing and not what the market is “telling” … Continue reading

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