One of the more interesting points Walter Cronin, CEO, White River Soy Processing, made on our #FARMCON podcast: The next leg of global #soybean #meal demand may come from places most traders aren't watching. As developing economies monetize copper, critical minerals, and other resources, incomes rise. And when incomes rise, protein consumption tends to rise with them. That's a demand story worth watching.

ADMArcher-Daniels-MidlandBullishArcher-Daniels-MidlandMOOVanEck Agribusiness ETFNeutralVanEck Agribusiness ETF

9/15/2026 on

Why I continue to stick with a few of the bigger #ag stocks... as I think some of the global dislocation and increased energy plays could give them a continued stronger edge as they are assest-heavy in the space. I think about it like this... When global supply chains face persistent volatility, dislocation, structural deglobalization, and shifting energy requirements, control over physical infrastructure becomes a moat rather than a drag on return on invested capital. The shift away from purely "asset-light" models back toward asset-heavy, integrated physical infrastructure plays right into the hands of global powerhouse originators like ADM, Bunge, and Cargill. Whereas "asset-light" models rely on predictable logistics and cheap third-party freight. Companies like ADM and Bunge own the crushing plants, deep-water port terminals, grain elevators, and rail fleets. Owning physical assets means they can physically move, store, and blend commodities when others are stranded and dislocated, allowing them to capture massive geographical arbitrage and crush margins. At the same time, higher interest rates and inflation make inventory financing expensive, squeezing middleman traders who lack substantial balance sheets, again favoring the big-boys. Also, keep in mind, that the pivot toward renewable diesel (RD), sustainable aviation fuel (SAF), and bio-based feedstocks requires massive processing infrastructure, again favoring the big-boys. I'm probably not telling you anything that you don't already know, and it's certainly something the market already knows, and that's why these stocks have been rallying the past few months. The big question is if they will keep rallying? Interesting to think about...

YETIYETI HoldingsNeutralYETI Holdings

7/12/2026 on

YETI didn’t invent the cooler. They entered a crowded, commoditized market and became the premium choice. That’s the lesson! A crowded market proves demand exists. The opportunity is building enough quality, trust, identity, and value to escape the #commodity trap. https://t.co/SCmoq9VTFD

One of the biggest things I’m trying to communicate with this graphic is that the AI boom may ultimately become just as much an energy and infrastructure story as it is a technology story. Right now, the market is heavily focused on the obvious first-order winners: * semis * hyperscalers * compute * software * productivity But I think the more interesting macro question is: What happens underneath all of that? AI infrastructure requires enormous amounts of electricity. And in the U.S., a huge portion of that power still runs through natural gas. That means AI capex doesn’t just affect tech. It pulls on: * power markets * utilities * natural gas * transmission infrastructure * fertilizer economics * industrial input costs * real-world operating margins That’s the part of the cycle I believe is still being understated. Most investors still mentally separate “digital growth” from “physical economy consequences.” But increasingly, they’re becoming the same system. The market prices the dream first. The real economy absorbs the costs later. That’s why I think watching capital flows into: * utilities * infrastructure * power generation * real assets may become just as important as watching pure AI narratives themselves. #AI #Macro #Energy

QQQNasdaqBearishNasdaq

5/26/2026 on

Nasdaq is hitting all-time highs on massive AI promises, but 99% of CEOs are planning short-term layoffs while only 32% say their teams are actually optimized for it. AI needs cheap energy and cheap money to scale, and right now, we have neither. I’m using these rallies to trim a bit of isk and build cash. 📈📈📈📈📈 Read my full daily commentary and macro outlook here:https://t.co/uDmcRHoWOy #Stocks #Macro