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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (96557)	1/24/2020 9:11:56 PM
From: Andrewagain	4 Recommendations Recommended By DinoNavarre isopatch roguedolphin Winfastorlose Respond to of 108522

Yes a conundrum wrapped in an enigma. Climate change has made it much more difficult to farm yet the products you produce fall in value. Have farmed on and off my whole life, cash crops, livestock, forestry. Threw towel in last year on family farm, woodlots. The larger farms look to fold/in trouble next. It has been relentless, almost a decade with only 1 normal year, just a normal year the common refrain of what farmers seek. Hence my interest in CRB, see whole sector a buy as often components being produced at a loss. How long can that go on. Coffee a case in point. Not arguing global warming at all. Not a believer. But climate change yes, sunspots, meandur minimum, Book of Enoch ,Worlds in collision kind of guy (the pole shift towards Siberia is indeed of great importance/interest to me, the weather changes, agreed. What of a pole shift... Gets quite esoteric so lack of sources to calculate impact, IMO entering mini ice age, 500 years. Volcanic activity increases, weather phenomena increases, world withdraws into protectionist camps. Already happening. Gores hockey stick does not impress me, at all. Ocean levels going up 1/8 inch a year also fails to impress, Carbon concerns a joke. The sun on one hand and ....some very worrisome socio political shit on the other.

To: isopatch who wrote (96557)	1/24/2020 9:51:20 PM
From: the longhorn	4 Recommendations Recommended By DinoNavarre isopatch roguedolphin Winfastorlose Read Replies (1) \| Respond to of 108522

HI Iso, Yep, overstated. I liked the guy from North Carolina..I believe. The other fellow who talked a lot about the flooding was way out in front on his predictions. End of year grain production for the world is summarized in this report: downloads.usda.library.cornell.edu . These end of year numbers are good as they are real. US production down 20% on soybeans, world down 6%. US production in corn down 5%, world down 1%. US production in wheat up 2%, world up 1%. There were (and still are) enormous reserves out there. Both in storage in commercial facilities and on private farms. Modern farmers are like corporations...have significant storage reserves of their own now in many cases. Ukraine and Brazil are emerging power players in the ag market...especially Brazil. And China normally buys a lot of beans from us but over 60% of their swine died...hence no need for them. ALl of that uproar about our soybean farmers losing export sales etc was nonsense. China did not have any reason to buy. As they rebuild their herd...which will take time...those sales are likely to pick up again. Long term I think a reset is coming. Cycles come and go. We are due. And one thing for sure...our own USDA will give us no warning. They are in the pockets of the big buyers and trading houses. So one just has to watch and wait. I expect a more immediate uptick in meat prices. lh