We note with interest that several financial advisory services have begun to tout commodities as something an investor might consider adding to his portfolio. This is in line with comments from the likes of Goldman Sachs that commodities are underpriced and due for a rally in this environment of a huge money supply swirling around looking for a home. Despite this week’s record close of the S &P 500, there seems to be a growing feeling in financial circles that the recent stock market rally has just about run out of gas prompted in part by political uncertainty. This has led some financial advisors to recommend that investors put money into commodities for purposes of diversification. All of this seems like an e...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Tomorrow is the Juneteenth federal holiday, and the USDA, along with the rest of the federal government and the CME, will be closed, so the monthly Cattle on Feed report was released a day early. The total number of cattle on feed in feedlots with 1,000 head or more capacity on 1 June amounted...