AG TIME – Grains and Pork

John Walsh Grains Leave a Comment

There exists a significant relationship between feed and the animal. This is no great revelation. At present, the Chinese produce and consume the largest hog herd in the world. Approx 500 million pigs annual. There is much concern about the recent outbreak of African flu. It is my belief this may be just getting started. The Chinese lack the oversight …

AG TIME may the farce be with you

John Walsh Grains Leave a Comment

I am finding some perplexing aspects to the market. This is not necessarily anything new or different. Just a verbalization. It appears there are those that still would like to attempt to find something bullish in the soy complex. In my opinion, without a major global disruption from a weather problem, or some unseen act of God event, the bean …

AG TIME – Many Moving Parts

John Walsh Grains Leave a Comment

There are many moving parts in the volatile landscape. The beans are certainly burdened with a record carryover. The Chinese will be sending a delegation to work things out with the US. The South American planting will soon be underway. Some thoughts. It is my belief now, and for some time, that China cannot afford a trade war with the …

AG TIME – Is It Time?

John Walsh Grains Leave a Comment

The Beans and Meal are continuing their recovery. Today the Chinese and the US said they would open dialogue regarding the trade dispute. This was viewed as a positive. It is my belief that the recent highs in beans will hold. The Nov 2018 high is 920, the Nov 19 high is 950. The weather is near ideal to finish …

AG TIME – Do we Have Separation?

John Walsh Grains Leave a Comment

The soy complex under pressure. The rhetoric will have us believe it is due to the tariff situation.  Perhaps. However, there is much to consider. The global soy production is going up. The demand is waning. The title do we have separation refers to the bean corn relationship. Perhaps a sea change. It is my belief the global shift has …