World Perspectives

Commodities as Investments – Again

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...

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livestock

WASDE Livestock

USDA’s World Agriculture Supply and Demand Estimates (WASDE) report was released yesterday, the first of the year. Beef production is still down compared to 2024, but projections were raised for 2026. Beef production was raised as heavier slaughter weights more than offset the reduction i...

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From WPI Consulting

Forecasting developments in production agriculture

On behalf of a private U.S. agricultural technology provider, WPI’s team generated an econometric model to forecast the movement of concentrated corn production north and west from the traditional U.S. Corn Belt. WPI’s model has subsequently provided quantitative support to a multi-million-dollar investment into short-season corn variety development. WPI’s methodology included a series of interviews with regional grain elevators and seed consultants. Emphasizing outreach and communication with stakeholders who possess intimate sectoral knowledge – on-the-ground insights – is a regular component of WPI’s methodologies, made possible by WPI’s ever-growing network of industry contacts.

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