Michael Ferrari

Grains Weather Outlook

it is a farm strike, as everyone from the Argentinian economy minister to the President has been discussing. Harvest proceeds, but when stocks are being held back from moving physicals to port, it is most certainly a strike.

Commodities: Lots of Upside Remains

agree on bullish outlook. but march wasn't sugar's all-time high, sugar traded above 18cents as recently as Jan06.

World Grain Markets at a Critical Point

@nick: agreed. but that has already been priced in for a little while now

World Grain Markets at a Critical Point

You both could not be more incorrect (at the point of being laughable). If you follow grains markets, or any other ag market daily, weather especially during this time of year does in fact drive the market every session. A breakdown of 10 regions is only scratching the surface - thorough analysis looks focuses on a least twice that amount, and usually much more. And while this column might be light (as if should be for this forum), but it is only a snapshot of the type of analysis that nearly all grains traders look at every day. Further, amatuerish statements like 'weather patterns (that affect crop development) are unpredictable' highlight the lack of knowledge about these markets and their drivers.

All Commodities Extremely Overbought Except OJ

All commodities except OJ overbought?? Look at global stocks as well as S-U ratio in just about every agricultural commodity and put in historical context (meaning before March07).