Farm profits decline sharply; who will pay the price? – Bloomberg

Farm profits decline sharply; who will pay the price? (via Futures Magazine)

By Alan Bjerga, Bloomberg February 11, 2014 • Reprints A waning boom in U.S. crop prices will cut annual farm profits 27 percent this year from a record, potentially denting demand for Deere & Co. tractors and Monsanto Co. chemicals, the government…

 

Michael Mauboussin: Challenges and Opportunities in Active Management And Using BAIT #MICUS

michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalkMichael Mauboussin's notes from his presentation at the 2020 Morningstar Investment Conference, held on September 16th and 17th. Q2 2020 hedge fund letters, conferences and more Michael Mauboussin: Challenges and Opportunities in Active Management Michael Mauboussin is Head of Consilient Research at Counterpoint Global in New York. Previously, he was Director of Research BlueMountain Capital, Read More


 



 

 

Farm profits decline sharply; who will pay the price? (via Futures Magazine)

By Alan Bjerga, Bloomberg February 11, 2014 • Reprints Lower Prices Archer-Daniels-Midland Co. said lower corn prices prompt farmers to hold their crop, reducing profit because the company has less to ship, Chief Operating Officer Juan Ricardo Luciano…