The EU looks like the Soviet Union in 1991 – on the verge of collapse
An interesting piece by George Soros.
Europe is sleepwalking into oblivion and its people need to wake up before it is too late. If they don’t, the European Union will go the way of the Soviet Union in 1991. Neither our leaders nor ordinary citizens seem to understand that we are experiencing a revolutionary moment, that the range of possibilities is very broad, and that the eventual outcome is thus highly uncertain.
The Major Players in Agri-Finance
The types of players include banks that specialize in agricultural loans, nonbank finance companies that do land and equipment loans, farmer-owned lending co-ops, REITs that own and manage farm real estate, private equity funds that buy cropland, sovereign wealth funds, and, of course, pension funds.
There are some interesting investments leads in this crop but some of them will need a more vibrant agricultural economy to produce profits for retail investors. Best to look now and winnow down the list in order to be positioned for better times.
For example, farmland values have declined in line with commodity prices as noted by Farm Credit Services of America.
Farm Values Soften
Compared to the market’s peak, farmland values are down 19.5 percent in Nebraska, 18.1 percent in Iowa and 12.0 percent in South Dakota. Continued pressure on profit margins could lead to additional softening in 2019. However, the same factors that have helped to stabilize the market for the past three years remain in place, including interest rates near historic lows and strong demand for quality land that is in tighter supply.
Canadian Canola Runs into Chinese Delays After Huawei Arrest
A political dispute between China and Canada over the arrest of a Huawei executive is slowing canola shipments through Chinese ports and causing some importers to hesitate to buy from their biggest supplier, according to interviews with a dozen traders.
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