Horns of a Dilemma #2

This week’s horns of a dilemma: new breakthroughs in ag technologies while US ag bankruptcies and debt loads climbing, export markets in jeopardy, and policy resistance to climate change risk …

Mercantilism Holding Sway

Food imports into UK would face tariffs absent Brexit deal; steel tariffs loom large for USMCA ratification; Sino-US trade uncertainties! Mercantilism is holding sway.

Horns of a Dilemma #1

Today’s horns of a dilemma (to be posted every week):  Average GDP growth 2013-’17 for following African countries: Ghana—6.08%, Ivory Coast: 11%, Cameroon-5.41%, and Nigeria-2.81% but GHG emissions were higher, …

What’s Next?

My class lecture topic yesterday :  Globalization’s Fall from Grace and the Impact on Agriculture Worldwide: trade war impacts on food safety, global supply chains, and commodity markets and rising …

Farmers Hurting from Trade War

Here’s one important farm voice on the current political impasse: “Trump’s tone-deaf appeal to farmers hurting from trade war: ‘Greatest harvest is yet to come’” https://thehill.com/opinion/energy-environment/425294-trumps-tone-deaf-appeal-to-farmers-hurting-from-trade-war-greatest

Short or Go Long?

We’re at a grand inflection point where politics and economics are colliding.  Do we short or go long?   At GIC, we’re going long on ag tech opportunities—less certain about the …

Good News or Bad News?

The good news is that ag futures are showing resilience but the bad news is that it could be a game of liar’s poker where the impact of the shutdown …