Farmer Bob's Comments Farmer Bob's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/291146/comments 60 Minutes on Oil: Did Anyone Verify Anything? http://seekingalpha.com/article/114302-60-minutes-on-oil-did-anyone-verify-anything?source=feed#comment-354565 354565 www.globalresearch.ca/...

The list of banks heavy in Energy speculation looks eerily similar the banks standing there with hands out when Hank Paulson started giving the bail out funds.

Coincidence? I think not]]>
Tue, 13 Jan 2009 12:21:59 -0500 www.globalresearch.ca/...

The list of banks heavy in Energy speculation looks eerily similar the banks standing there with hands out when Hank Paulson started giving the bail out funds.

Coincidence? I think not]]>
Mosaic: Feeding on Higher Prices, But Outlook Is Scrawny http://seekingalpha.com/article/114071-mosaic-feeding-on-higher-prices-but-outlook-is-scrawny?source=feed#comment-354499 354499 In the long run we know this stuff will sell, we are just not sure at what price the farmers will be willing to pay.

Thats the real world quick and dirty summary

Yes, food supply will be needed, the question is: Will the world be able to buy it? What will the dollar be worth,along with all the other currencies of the world?

And, what is the alternative? Worldwide starvation? ]]>
Tue, 13 Jan 2009 11:43:09 -0500 In the long run we know this stuff will sell, we are just not sure at what price the farmers will be willing to pay.

Thats the real world quick and dirty summary

Yes, food supply will be needed, the question is: Will the world be able to buy it? What will the dollar be worth,along with all the other currencies of the world?

And, what is the alternative? Worldwide starvation? ]]>
The Outlook for Corn http://seekingalpha.com/article/114412-the-outlook-for-corn?source=feed#comment-354468 354468 They will be back.
I agree the govenrment policies and money supply is the deep underlying root of the problems.
Oil is in the same situation, the big difference between oil and ag commodities is the yearly growing cycles,and the weather factor.

The drilling for oil in less profitable conditions will grind to a halt, that kind of oil exploration takes real venture capital, and of course the sources of venture capital have dried up too.

I think the worst is yet to come, policy, and regulation will help, but it is going to be a rocky road.

Looking forward with caution]]>
Tue, 13 Jan 2009 11:27:38 -0500 They will be back.
I agree the govenrment policies and money supply is the deep underlying root of the problems.
Oil is in the same situation, the big difference between oil and ag commodities is the yearly growing cycles,and the weather factor.

The drilling for oil in less profitable conditions will grind to a halt, that kind of oil exploration takes real venture capital, and of course the sources of venture capital have dried up too.

I think the worst is yet to come, policy, and regulation will help, but it is going to be a rocky road.

Looking forward with caution]]>
The Outlook for Corn http://seekingalpha.com/article/114412-the-outlook-for-corn?source=feed#comment-354030 354030
It has been a tough year, logistically,weather wise,financially. The future looks even more uncertain. Credit is tight,inputs are high.

The plans on my farm include buying enough seed to swing corn or bean acres either way at the latest possible date. The winter wheat has been planted, with the snow cover,it should survive and do well.

This is not an easy business, and ,It is my belief that speculators pushed the commodity prices far outside the parameters of supply and demand, which has now caused entire industries into survival mode (ethanol,cattle producers)

Real people are losing jobs,careers,homes, over the irresponsible actions of huge speculators. Speculators should get a real job.

Monsanto and the fertilizer industry took the opportunity to set themselves up for huge profits also, but the farmers have balked at paying astronomical prices, and these markets are feeling that now.


If anything should be learned from 2008, the year of BIG swings, BIG is not always better. Speculators,banks,seed companies may have gotten too BIG, controlling the market only works for a while, then the bloodshed comes.

Good luck to all of you, you will need it, as wil I.]]>
Mon, 12 Jan 2009 23:40:46 -0500
It has been a tough year, logistically,weather wise,financially. The future looks even more uncertain. Credit is tight,inputs are high.

The plans on my farm include buying enough seed to swing corn or bean acres either way at the latest possible date. The winter wheat has been planted, with the snow cover,it should survive and do well.

This is not an easy business, and ,It is my belief that speculators pushed the commodity prices far outside the parameters of supply and demand, which has now caused entire industries into survival mode (ethanol,cattle producers)

Real people are losing jobs,careers,homes, over the irresponsible actions of huge speculators. Speculators should get a real job.

Monsanto and the fertilizer industry took the opportunity to set themselves up for huge profits also, but the farmers have balked at paying astronomical prices, and these markets are feeling that now.


If anything should be learned from 2008, the year of BIG swings, BIG is not always better. Speculators,banks,seed companies may have gotten too BIG, controlling the market only works for a while, then the bloodshed comes.

Good luck to all of you, you will need it, as wil I.]]>
Verasun Energy: Thin Margin Co's Are One Bad Economic Turn Away from Disaster http://seekingalpha.com/article/103440-verasun-energy-thin-margin-co-s-are-one-bad-economic-turn-away-from-disaster?source=feed#comment-297758 297758
Prior to the market collapse it was hard to get anyone to admit speculators were driving the market up, as soon as they all pulled out, it seemed like a common known fact.

Transparency in the market may help, who are these big speculators?

Do they feel any remorse when an ethanol plant closes in a small Midwestern town,and jobs are lost? ]]>
Tue, 04 Nov 2008 00:58:07 -0500
Prior to the market collapse it was hard to get anyone to admit speculators were driving the market up, as soon as they all pulled out, it seemed like a common known fact.

Transparency in the market may help, who are these big speculators?

Do they feel any remorse when an ethanol plant closes in a small Midwestern town,and jobs are lost? ]]>