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The Latest USDA Acreage and Stocks Report, Dairy DMC Update and Small Cap Stock Opportunities

Season 1 Episode 166

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Today we start with a review of USDA's June acreage and inventory report, then flip to dairy where we review the Dairy Margin Coverag…

3 months, 3 weeks ago

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The Top Employee Complaints, An Update on Commodity Markets, and Stocks Gain Loss Ground

Season 1 Episode 165

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Today we start with a look at the top three things that employees complain about on their farming operations. We pivot to market news…

3 months, 3 weeks ago

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Dairy Cull Numbers Are Dropping, Pork Industry is Strong, Dump the Weather Forecasts

Season 1 Episode 164

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Today we start with an update on dairy cull cow numbers and how they are starting to throttle down a bit. Then we offer a report on t…

3 months, 3 weeks ago

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Three Factors Impacting the Beef Complex, Impact of European Heat, And Inflation Factors Rising

Season 1 Episode 163

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Today we start with three factors that are impacting the cattle complex. We pivot to how the European heat will impact corn markets, …

3 months, 3 weeks ago

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Dairy Supply Is Depressing Prices, Farm Bill 2.0 Hits the Senate, and Treasury Yields Drop Below 4.5%

Season 1 Episode 162

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Today we look at how the increasing supply of dairy products is outpacing demand and negatively impacting product prices. We shift to…

3 months, 3 weeks ago

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High Dairy Replacement Values, A Hot Beef Market, Drought Conditions and Falling Tech Stocks

Season 1 Episode 161

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Today we focus on $4,000 dairy heifer replacements thanks to the popularity of the beef-on-dairy management programs. We also look at…

3 months, 4 weeks ago

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May Milk Production Report, Basis Review for Light Weight Cattle, Grain Markets Drop and Stock Markets Rise

Season 1 Episode 160

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Today we review the May USDA Milk Production report. No surprise, milk production is up on more cows being milk. We take a deep dive …

3 months, 4 weeks ago

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How Far NWS Will Spread, When Dairy Replacement Numbers Will Improve, and a Quiet Fed

Season 1 Episode 159

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Today we look at reports on how farm New World Screwworm will spread, then review a CoBank report on when dairy replacement numbers w…

4 months ago

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Carbon Credit Stagnation, Cattle on Feed Report, A Soybean Crossroads, And Cheap Gas Again!

Season 1 Episode 158

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Today we start with a look at how carbon credits, which were once in high demand by dairy producers, just aren't worth it in today's …

4 months ago

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Dairy Processing is Outpacing Supply, Percentage of Prime Beef Rises, Fertilizer Drops, and the Fed Meets

Season 1 Episode 157

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Today we look at the milk powder market and how we've got more processing available than supply can fill, which is a bit unusual for …

4 months ago

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