VEGI News and Press, iShares MSCI Agriculture Producers Fund From 10/19/22

Summary Resource equities continued to exhibit remarkable resiliency during the quarter, with the S&P Global Natural Resources Index outpacing global equities and global bonds over the 3-month period. Macroeconomic themes mostly continued to dominate all resource equity-relate...

Summary USDA has now dropped the World Agricultural Supply and Demand Estimates in the much-awaited October reporting. In a simple one liner, here is the gist of it – lower soy and corn yields this year (drought and lack of fertilizer – we saw this one coming), but w...

Summary Over the last two weeks Federal Reserve officials delivered 37 speeches, all of the speakers competing to see who could be the most hawkish. The big problem with the Fed’s plan to kill inflation by reducing economic growth and raising the unemployment rate is that t...

Summary Chemical fertilizer increases of 40% year over year leaves farmers attempting to pinch another six billion dollars in market sales to offset the increases. The farmers will be fine; commodities always have a market; it’s the excess costs to downstream processors and...

Summary YTD, the S&P 500 is now down 24% while bonds have their own double-digit losses. Like stock valuations, currency valuations aren’t great timing tools but over a 3-year period after becoming undervalued, the outperformance is strong. Consumer defensive stocks...

Summary Food innovation and agricultural technology (AgTech) offer potential solutions to meet growing demand and greater supply chain risks. Alternative proteins and lab-grown meats are offering substitutes to consumers with evolving preferences for ingredients, environmental imp...

Summary Herd consolidation seems to be the main point being plugged right now as the total herd population of beef cattle is dropping and will continue to drop well into next year. Many ranchers are weighing their options now as La Niña continues into a third year. The cr...

Summary MOO is a 'pick and shovels' agribusiness ETF specializing in suppliers, not commodity prices, and has retreated alongside food prices. Yet the risk of potential crop disruption remains high from widespread droughts in Europe and China, to a failure of the Ukraine Black Sea...

Summary With 111% performance over the past 3 years, Corteva outperformed its industry by 120% and even more than 3 times the S&P 500. The stock is continually forming sound bases from which it significantly rises to new highs, a great setup for swing and momentum traders. ...

Summary With the Fed’s latest “higher for longer” interest rate comments, commodities pulled back in the month of August, but continue to hold strong year to date. Commodities continued to recover from the July lows for most of August, but finished the month o...