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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (70560)6/27/2022 9:08:42 AM
From: robert b furman3 Recommendations

Recommended By
E_K_S
pak73
rogermci®

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Good morning E_K_S,

During this last week I drove from Wisconsin to Kansas and back.

Kansas is just beginning its wheat harvest. The custom combines are lining up on the interstate parking lots. No word on yield, but the fields do look good.

Corn in Iowa looks fantastic - dark beautiful green (so it got lots of nitrogen applied. The corn in Kansas and southern Iowa is waist high compared to ankle high in Wisconsin. Corn crop REALLY LOOKED GREAT!

I suspect that the price will be higher and input costs (which have soared) will be recovered.

If the American crop is solid and price is high, our export abilities will soar and the trade deficit will be greatly reduced.

Bob
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