Commodity Supply and Demand

Seasonal vs Continual Flow Commodities

Generally speaking, there are two different types of commodities in the world – those that are seasonally produced and those that are continually produced.  The differences between the two have major impacts on the way that you analyze the supply and demand to determine fair value. Likewise, the metrics used to to discuss the fair […]

Tractor Supply Stock Analysis

Tractor Supply: A Stable Business Poised for Long Term Success

Tractor Supply Company (TSCO) has been able to differentiate itself among homegoods retailers in a way that appears to set the company up for longer term success. Additionally, the recent acquisition of Orscheln Farm expands the business further into important rural communities. After a 100%+ move over the last 12 months, the stock still appears […]

Covered Call

Using A Covered Call Strategy to Generate Income

Selling a covered call can be a great tool for investors to generate some additional income off of shares they already own and to juice their total returns. In many cases, the income generated from covered calls is many multiples of what the dividend income is, allowing you to not only keep your dividend incomes, […]

$16/bu soybean prices

$16/bu Soybean May Be Inevitable

Since early August we have seen domestic soybean futures rocket from roughly $8.50 a bushel to an eye popping $14.60 a bushel. Prices have since become range bound in the $14.50 to $13.50 a bushel level, leaving much of the market wondering what’s coming next.  Reasons for Rallying Initially The primary reason for the recent […]

Verizon Stock Analysis

Verizon Dividend Stock Analysis

Verizon Communications Inc. (VZ) is an integrated telecommunications company that provides wire line voice and data services, wireless services, internet services, and directory information. The company has a global reach and also provides network services to the federal government including various business lines, data services, and others.  Verizon has a strong history of above average […]

Commodities 101: Learn the Basics of Commodity Markets

After more than a decade of experience in and around commodity markets, I have learned (or at least think I’ve learned) some tips and tricks that make analyzing market fundamentals easier and would like to share them with you. Whether you are new to commodity markets, or are a seasoned veteran, you are sure to […]

Primer to Grain and Oilseed Markets

Since commodities are all derived from some natural resource, it is important to understand those natural resources, their production practices, and the underlying market conditions. Without a firm understanding of these underlying principles it is very hard to have a firm understanding of what is driving the markets. In the grain and oilseed market primer, […]

Introduction to Commodities

By definition, a commodity is a good that can be uniformly supplied across space, time, and form without qualitative differences. Said differently, a bushel of corn is a bushel of corn – regardless of whether you are in Virginia or Nebraska. Commodities are usually either fully or partly fungible. With fungible properties, buyers and sellers […]