This morning, I appeared on AgWeb's Markets Now with Michelle Rook. Our conversation covered soybean, corn, and wheat markets, as well as the impact of interest rates and gold prices.

Occam's razor tells us the simplest answer is usually closest to the truth. We need to keep this in mind as we look at the early rally in the Grains sector Monday morning.

Our three reads on real soybean market fundamentals give us a mixed view, including basis in overs versus deferred futures contracts.

This morning I joined Michelle Rook on AgWeb's Markets Now to discuss the corn, wheat, and soybean markets. We also talked about interest rates and the cattle market.

Why does Watson continue to add to its net-short futures position in Grains? It's the weather, naturally.

The question on so many minds these days is if the December 2024 corn contract is getting bullish, "friendly", near $4.20.

Does the strength and/or weakness of global currencies have a dramatic effect on global trade? My non-economist answer might surprise you.

As we start another quarter for financial markets, let's take a look at how the pieces of the sector fit tougher.

There is a great deal of noise being made about numbers coming at us in the Grains sector later this week. What's interesting is most of the talk isn't about the numbers that matter.

Investing is difficult, even more so if one views the commodity complex as a long-term opportunity. Still, sage advice from the legendary investors can be followed.