3 days ago
Colom would be Mississippi’s first Black U.S. senator since Reconstruction.
Why are major Democrats and Republicans flocking to Mississippi in recent weeks?
In a climate where polls show President Donald Trump's approval ratings cratering, Democrats are unusually optimistic about Scott Colom's chances of flipping the Senate seat held by incumbent Republican Cindy Hyde-Smith -- even in deep-red Mississippi.
"We got to have a senator that looks out for Mississippi, that puts Mississippi farmers first, Mississippi small businesses first, represent our values by not allowing corruption to ruin our country and actually delivers on the commitments to put America first," Colom told ABC News in an interview earlier this week.
The incumbent's campaign dismisses the Democratic push as the last-ditch effort of a campaign that will fall short.
#first #black #reconstruction
Why are major Democrats and Republicans flocking to Mississippi in recent weeks?
In a climate where polls show President Donald Trump's approval ratings cratering, Democrats are unusually optimistic about Scott Colom's chances of flipping the Senate seat held by incumbent Republican Cindy Hyde-Smith -- even in deep-red Mississippi.
"We got to have a senator that looks out for Mississippi, that puts Mississippi farmers first, Mississippi small businesses first, represent our values by not allowing corruption to ruin our country and actually delivers on the commitments to put America first," Colom told ABC News in an interview earlier this week.
The incumbent's campaign dismisses the Democratic push as the last-ditch effort of a campaign that will fall short.
#first #black #reconstruction
20 days ago
When Jacob Roloff and his wife Isabel moved back to Roloffs Farms four years ago, it marked a fresh chapter in their strained relationship with the iconic property
But in videos online, Jacob and Isabel have claimed that Jacob's father has told them he intends to sell the land they live and work on — which he claims leave them without a place to stay
"We've been so grateful to live here, so we just feel devastated," Isabel tells PEOPLE in an interview
When Jacob Roloff and his wife Isabel moved back to Roloff Farms four years ago, it marked a fresh chapter in their strained relationship with the iconic property.
In 2006, Jacob was introduced to America as the youngest son of the Roloff clan on TLC's Little People, Big World — the hit reality series that followed a family of farmers in Oregon, some of whom have dwarfism.
#isabel #farms #wife #back
But in videos online, Jacob and Isabel have claimed that Jacob's father has told them he intends to sell the land they live and work on — which he claims leave them without a place to stay
"We've been so grateful to live here, so we just feel devastated," Isabel tells PEOPLE in an interview
When Jacob Roloff and his wife Isabel moved back to Roloff Farms four years ago, it marked a fresh chapter in their strained relationship with the iconic property.
In 2006, Jacob was introduced to America as the youngest son of the Roloff clan on TLC's Little People, Big World — the hit reality series that followed a family of farmers in Oregon, some of whom have dwarfism.
#isabel #farms #wife #back
22 days ago
Tropical Depression Nine has formed off the coast of Mexico in the Gulf of America, and forecasts show it will be the Atlantic's first hurricane this season, making a dangerous landfall threat to the U.s.
The system is currently getting better organized, and the National Hurricane Center (NHC) said it is forecast to be a tropical storm on Wednesday and a hurricane on Thursday.
The NHC said the system is likely to be a Category 2 hurricane by Friday night, with estimated winds at 100 mph.
Farmers' Almanac Releases 2026-2027 Winter Forecast: What They Say To Expect For Blockbuster Winter In The Us
It will be named Isaias.
#forecast
The system is currently getting better organized, and the National Hurricane Center (NHC) said it is forecast to be a tropical storm on Wednesday and a hurricane on Thursday.
The NHC said the system is likely to be a Category 2 hurricane by Friday night, with estimated winds at 100 mph.
Farmers' Almanac Releases 2026-2027 Winter Forecast: What They Say To Expect For Blockbuster Winter In The Us
It will be named Isaias.
#forecast
22 days ago
The move aimed to lower costs for farmers weeks before the midterm elections.
President Donald Trump has issued an executive order that makes a specific kind of tax-exempt diesel fuel reserved for farm and construction equipment available to a broad set of road vehicles in an effort to reduce overall diesel costs.
The type of diesel, known as dyed diesel, is exempt from a 24.4-cent per gallon federal tax, making it a lower-priced option than regular diesel. Some states expanded access to dyed diesel in a similar fashion over recent weeks, providing relief from state diesel taxes.
Dyed diesel is nearly identical to regular diesel, besides a small amount of dye used by law enforcement officers and inspectors to ensure only permitted vehicle owners avail themselves of the fuel.
The executive order on Monday came weeks ahead of the midterm elections, targeting costs ****** ociated with a fuel vital to the supply chain for everything from groceries to clothing to electronics.
#Diesel #fuel #lower #executive
President Donald Trump has issued an executive order that makes a specific kind of tax-exempt diesel fuel reserved for farm and construction equipment available to a broad set of road vehicles in an effort to reduce overall diesel costs.
The type of diesel, known as dyed diesel, is exempt from a 24.4-cent per gallon federal tax, making it a lower-priced option than regular diesel. Some states expanded access to dyed diesel in a similar fashion over recent weeks, providing relief from state diesel taxes.
Dyed diesel is nearly identical to regular diesel, besides a small amount of dye used by law enforcement officers and inspectors to ensure only permitted vehicle owners avail themselves of the fuel.
The executive order on Monday came weeks ahead of the midterm elections, targeting costs ****** ociated with a fuel vital to the supply chain for everything from groceries to clothing to electronics.
#Diesel #fuel #lower #executive
22 days ago
President Donald Trump signed an executive order Monday evening temporarily allowing the use of red-dyed diesel on public roads and deferring the federal excise tax on that fuel through the end of the year, a move aimed at lowering costs for truckers and farmers facing record-high diesel prices.
Red-dyed diesel is chemically the same product as standard highway diesel, but carries a red dye to mark it as off-road fuel — meaning it is not subject to the 24.4-cent-per-gallon federal excise tax that applies to diesel sold at the pump for road use, such as for tractors and heavy machinery. Using it in highway vehicles has been illegal, carrying penalties for tax evasion, according to CNBC.
According to the White House, the order instructs the Treasury Secretary to hold off on collecting federal excise taxes on highway use of dyed diesel between October 5 and December 31, 2026, and to do so without charging interest or imposing penalties. The Treasury is also directed to direct the Internal Revenue Service not to impose penalties for on-road use of dyed diesel during that period. The order further instructs officials to explore pathways, including legislation, to eliminate the deferred tax obligations entirely.
The White House projected that a trucker who tops off an 18-wheeler's tank with 250 gallons stands to save over $100 on a single fill-up, provided the trucker's state suspends its own diesel tax as well. On top of the federal levy, each state levies its own diesel excise tax, and those state-level taxes average out to 35.5 cents per gallon, according to CNN.
The order also directs the Secretary of Agriculture to coordinate with agricultural cooperatives and rural fuel distributors to ensure adequate dyed diesel distribution in high-demand areas, and the Secretary of Transportation to engage with state governments and industry stakeholders. The White House Office of Intergovernmental Affairs was directed to encourage states to adopt corresponding policies.
#Diesel #federal #House #according
Red-dyed diesel is chemically the same product as standard highway diesel, but carries a red dye to mark it as off-road fuel — meaning it is not subject to the 24.4-cent-per-gallon federal excise tax that applies to diesel sold at the pump for road use, such as for tractors and heavy machinery. Using it in highway vehicles has been illegal, carrying penalties for tax evasion, according to CNBC.
According to the White House, the order instructs the Treasury Secretary to hold off on collecting federal excise taxes on highway use of dyed diesel between October 5 and December 31, 2026, and to do so without charging interest or imposing penalties. The Treasury is also directed to direct the Internal Revenue Service not to impose penalties for on-road use of dyed diesel during that period. The order further instructs officials to explore pathways, including legislation, to eliminate the deferred tax obligations entirely.
The White House projected that a trucker who tops off an 18-wheeler's tank with 250 gallons stands to save over $100 on a single fill-up, provided the trucker's state suspends its own diesel tax as well. On top of the federal levy, each state levies its own diesel excise tax, and those state-level taxes average out to 35.5 cents per gallon, according to CNN.
The order also directs the Secretary of Agriculture to coordinate with agricultural cooperatives and rural fuel distributors to ensure adequate dyed diesel distribution in high-demand areas, and the Secretary of Transportation to engage with state governments and industry stakeholders. The White House Office of Intergovernmental Affairs was directed to encourage states to adopt corresponding policies.
#Diesel #federal #House #according
1 month ago
Updated on: September 17, 2026 / 11:45 PM EDT / CBS News
Matt Bell, 52, has been farming for more than half his life in central North Carolina. He grows soybeans, corn and wheat and raises beef cattle on more than 1,000 acres. But Bell, who voted for President Trump, says soaring prices for fuel, fertilizer, and equipment are hurting his farm and leading some of his fellow farmers to consider calling it quits once this growing season ends.
"I've done this 34 years. I have never worried and stressed like I have the last year," Bell told CBS News in an interview on Wednesday at his farm in Kings Mountain, North Carolina.
Bell has been forced to make significant changes to his operation as a result of the high costs. He's shifting some of his acreage, trying to stretch out the lifespan of his equipment and producing his own fertilizer. His children have also opened up a storefront where visitors can pick pumpkins and take hayrides in the fall. But Bell is still feeling the pinch.
"We've cut everything we can cut," he said. "The last several years in agriculture have been terrible, and we have, you know, just cut the fat anywhere we could. But we're just getting to the point now there's nothing left to cut. You cannot run without fuel. You cannot run without fertilizer. You have to have that."
#bell #fertilizer #fuel #years
Matt Bell, 52, has been farming for more than half his life in central North Carolina. He grows soybeans, corn and wheat and raises beef cattle on more than 1,000 acres. But Bell, who voted for President Trump, says soaring prices for fuel, fertilizer, and equipment are hurting his farm and leading some of his fellow farmers to consider calling it quits once this growing season ends.
"I've done this 34 years. I have never worried and stressed like I have the last year," Bell told CBS News in an interview on Wednesday at his farm in Kings Mountain, North Carolina.
Bell has been forced to make significant changes to his operation as a result of the high costs. He's shifting some of his acreage, trying to stretch out the lifespan of his equipment and producing his own fertilizer. His children have also opened up a storefront where visitors can pick pumpkins and take hayrides in the fall. But Bell is still feeling the pinch.
"We've cut everything we can cut," he said. "The last several years in agriculture have been terrible, and we have, you know, just cut the fat anywhere we could. But we're just getting to the point now there's nothing left to cut. You cannot run without fuel. You cannot run without fertilizer. You have to have that."
#bell #fertilizer #fuel #years
1 month ago
The Trump administration has cut or frozen up to $177 billion in federal grants since the president took office for his second term, according to a tracking tool released Wednesday by a pro-democracy nonprofit and a group of researchers and scientists.
The cuts affected all 50 states and the District of Columbia, with health, nutrition, the environment and disaster relief making up the largest share of cuts, the States United Democracy Center and Grant Witness organization found.
Among the grants that were eliminated, frozen or delayed were ones related to maternal health in Michigan, education research in Mississippi and ***** istance to minority farmers in Iowa, the researchers found. California, Texas, New York, Illinois and North Carolina saw the highest amounts of interrupted grant money. The tracking tool is called Lost Funds.
"By bringing thousands of funding disruptions from the Trump administration together in a publicly accessible, verified database, Lost Funds puts the magnitude of their impact on full display," Scott Delaney, co-founder of Grant Witness, said in a statement.
The $177 billion finding represents nearly 10% of federal discretionary spending, the groups said.
#administration
The cuts affected all 50 states and the District of Columbia, with health, nutrition, the environment and disaster relief making up the largest share of cuts, the States United Democracy Center and Grant Witness organization found.
Among the grants that were eliminated, frozen or delayed were ones related to maternal health in Michigan, education research in Mississippi and ***** istance to minority farmers in Iowa, the researchers found. California, Texas, New York, Illinois and North Carolina saw the highest amounts of interrupted grant money. The tracking tool is called Lost Funds.
"By bringing thousands of funding disruptions from the Trump administration together in a publicly accessible, verified database, Lost Funds puts the magnitude of their impact on full display," Scott Delaney, co-founder of Grant Witness, said in a statement.
The $177 billion finding represents nearly 10% of federal discretionary spending, the groups said.
#administration
2 months ago
WASHINGTON (AP) — Canada might seem an unlikely target for a U.S. trade war.
No country on Earth buys as much from the United States as its northern neighbor. For American farmers, Canada is second only to Mexico as an export market.
A North American trade pact — negotiated by President Donald Trump during his first term — means that most American products enter Canada duty-free. Rankings of the world's most open economies usually put Canada near the top.
But when Trump looks at Canada, he says, he sees a predator out to cheat the United States and strangle its industries.
America has been "ripped off for 50 years by Canada," the president declared Saturday when asked if he was considering pulling out of the three-way agreement he signed with the leaders of Canada and Mexico in late 2018.
#Mexico #Trump #washington
No country on Earth buys as much from the United States as its northern neighbor. For American farmers, Canada is second only to Mexico as an export market.
A North American trade pact — negotiated by President Donald Trump during his first term — means that most American products enter Canada duty-free. Rankings of the world's most open economies usually put Canada near the top.
But when Trump looks at Canada, he says, he sees a predator out to cheat the United States and strangle its industries.
America has been "ripped off for 50 years by Canada," the president declared Saturday when asked if he was considering pulling out of the three-way agreement he signed with the leaders of Canada and Mexico in late 2018.
#Mexico #Trump #washington
2 months ago
With a market cap of $56.5 billion, Corteva, Inc. (CTVA) is an agriculture company, serving markets across North America, Latin America, Asia Pacific, Europe, the Middle East, and Africa. The company operates through two main segments: Seed and Crop Protection, developing advanced seed genetics, traits, and crop protection products to help improve farm productivity and resilience.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#protection #billion #company
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#protection #billion #company
2 months ago
IDEXX Laboratories, Inc. (IDXX) is a leading animal-health diagnostics and technology company best known for providing veterinarians with diagnostic testing, laboratory services, software, and imaging solutions. Valued at a market cap of $45.7 billion, the company develops and supplies diagnostic instruments, test kits, software, and laboratory services that help veterinarians, farmers, and laboratories detect diseases and monitor animal health.
Companies worth between $10 billion and $200 billion are typically classified as "large-cap stocks," and IDXX fits the label perfectly. The company is widely recognized as a market leader in veterinary diagnostics, supported by strong brand recognition, a large installed base of diagnostic instruments across veterinary practices, and a recurring revenue model fueled by consumables and testing services. With its solutions used by veterinary practices in more than 175 countries, the company has built a strong global presence and a broad, highly recurring customer base.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Services #Stock #laboratories
Companies worth between $10 billion and $200 billion are typically classified as "large-cap stocks," and IDXX fits the label perfectly. The company is widely recognized as a market leader in veterinary diagnostics, supported by strong brand recognition, a large installed base of diagnostic instruments across veterinary practices, and a recurring revenue model fueled by consumables and testing services. With its solutions used by veterinary practices in more than 175 countries, the company has built a strong global presence and a broad, highly recurring customer base.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Services #Stock #laboratories
2 months ago
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth stocks while capital moved away from more traditional, value-oriented areas. The Fund's Institutional Class returned 0.14% in Q2, compared with 14.49% for the MSCI ACWI ex USA and 14.93% for the MSCI ACWI, while its first-half return stood at 5.37%, versus 13.69% and 11.25%, respectively, for the two benchmarks. The relative underperformance was primarily driven by the Fund's limited exposure to Information Technology as semiconductor and AI-related stocks surged, while its Energy holdings also gave back some earlier gains as oil prices declined; however, the Fund benefited from several energy-related investments during the first half. Looking ahead, Moerus views the extreme gap between expensive AI-focused areas and neglected parts of the market as an opportunity, maintaining its long-term deep-value approach of investing in unpopular businesses and ******* ets at significant discounts to intrinsic value and using market volatility to identify potentially attractive investments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like CNH Industrial N.V. (NYSE:CNH). CNH Industrial N.V. manufactures and sells specialized machines and services for the farming and construction industries. The one-month return of CNH Industrial N.V. (NYSE:CNH) was 30.96% while its shares traded between $9.00 and $14.46 over the last 52 weeks. On September 7, 2026, CNH Industrial N.V. (NYSE:CNH) stock closed at approximately $14.40 per share, with a market capitalization of about $22.02 billion.
Moerus Worldwide Fund stated the following regarding CNH Industrial N.V. (NYSE:CNH) in its Q2 2026 investor letter:
"We also initiated a position in shares of CNH Industrial N.V. (NYSE:CNH) in H1. CNH Industrial manufactures and sells specialized machines and services for the farming and construction industries under the Case IH and New Holland brands. The production of high horsepower agricultural equipment (i.e. tractors, combines, etc.) for professional farmers is an oligopoly, of which CNH is the second largest original equipment manufacturer behind John Deere."
#NYSE #investor #letter
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like CNH Industrial N.V. (NYSE:CNH). CNH Industrial N.V. manufactures and sells specialized machines and services for the farming and construction industries. The one-month return of CNH Industrial N.V. (NYSE:CNH) was 30.96% while its shares traded between $9.00 and $14.46 over the last 52 weeks. On September 7, 2026, CNH Industrial N.V. (NYSE:CNH) stock closed at approximately $14.40 per share, with a market capitalization of about $22.02 billion.
Moerus Worldwide Fund stated the following regarding CNH Industrial N.V. (NYSE:CNH) in its Q2 2026 investor letter:
"We also initiated a position in shares of CNH Industrial N.V. (NYSE:CNH) in H1. CNH Industrial manufactures and sells specialized machines and services for the farming and construction industries under the Case IH and New Holland brands. The production of high horsepower agricultural equipment (i.e. tractors, combines, etc.) for professional farmers is an oligopoly, of which CNH is the second largest original equipment manufacturer behind John Deere."
#NYSE #investor #letter
2 months ago
Under IRC Section 77, farmers can elect to report CCC loan proceeds as Schedule F income, triggering Social Security earnings even without selling a crop.
In 2026, net farm profit above $24,480 costs pre-retirement-age farmers $1 in Social Security benefits for every $2 earned over the limit.
The Section 77 election binds future years too, so farmers should compare tax outcomes and review their earnings history before committing.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Picture a Midwestern grain farmer with bins full of corn and prices too weak to tempt him into selling. Storage is already paid for, so he pledges the crop as collateral for a USDA Commodity Credit Corporation loan and keeps the grain in the bin. Cash arrives, but no customer has bought a bushel.
#section #Social #security #future
In 2026, net farm profit above $24,480 costs pre-retirement-age farmers $1 in Social Security benefits for every $2 earned over the limit.
The Section 77 election binds future years too, so farmers should compare tax outcomes and review their earnings history before committing.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Picture a Midwestern grain farmer with bins full of corn and prices too weak to tempt him into selling. Storage is already paid for, so he pledges the crop as collateral for a USDA Commodity Credit Corporation loan and keeps the grain in the bin. Cash arrives, but no customer has bought a bushel.
#section #Social #security #future
2 months ago
Listen
(3 min)
1523 ET – Oil futures rise for a third straight session as strikes between the U.S. and Iran raise concerns about further escalation and oil flows out of the Persian Gulf. The EIA reported a bigger-than-expected 4.5 million barrel draw in U.S. commercial crude oil stocks for last week, while the Department of Energy released another 3.1 million barrels from the Strategic Petroleum Reserve. The withdrawal “keeps attention on the increasingly tight market dynamics,” says David Russell of TradeStation. Diesel stocks are at the lowest on record for the time of year as farmers and truckers enter their high-demand season, he adds. “Supply and demand fundamentals are taking over as government intervention loses effect and the SPR reaches critical levels.” WTI settles up 0.9% at $91.01 a barrel and Brent rises 1% to $95.63. (anthony.harrupwsj.com)
1611 GMT – Oil prices rise in volatile trade, with Brent crude above $95 a barrel after U.S. crude stockpiles saw a larger-than-expected drop last week. Brent is up 0.9% to $95.50 a barrel, while WTI futures rise 0.5% to $90.67 a barrel. Renewed military strikes between the U.S. and Iran are dimming hopes for a near-term resolution of the conflict and reopening of the Strait of Hormuz, keeping the geopolitical risk premium high. Meanwhile, according to the EIA, commercial crude oil stocks excluding the Strategic Petroleum Reserve were down by 4.5 million barrels in the week ended Aug. 28, compared with expectations of a 300,000-barrel fall. “Oil is now more than 30% higher since the conflict began in February, with refined-product markets facing even greater tightness,” says Soojin Kim from MUFG. (giulia.petroniwsj.com)
#crude #week #Iran
(3 min)
1523 ET – Oil futures rise for a third straight session as strikes between the U.S. and Iran raise concerns about further escalation and oil flows out of the Persian Gulf. The EIA reported a bigger-than-expected 4.5 million barrel draw in U.S. commercial crude oil stocks for last week, while the Department of Energy released another 3.1 million barrels from the Strategic Petroleum Reserve. The withdrawal “keeps attention on the increasingly tight market dynamics,” says David Russell of TradeStation. Diesel stocks are at the lowest on record for the time of year as farmers and truckers enter their high-demand season, he adds. “Supply and demand fundamentals are taking over as government intervention loses effect and the SPR reaches critical levels.” WTI settles up 0.9% at $91.01 a barrel and Brent rises 1% to $95.63. (anthony.harrupwsj.com)
1611 GMT – Oil prices rise in volatile trade, with Brent crude above $95 a barrel after U.S. crude stockpiles saw a larger-than-expected drop last week. Brent is up 0.9% to $95.50 a barrel, while WTI futures rise 0.5% to $90.67 a barrel. Renewed military strikes between the U.S. and Iran are dimming hopes for a near-term resolution of the conflict and reopening of the Strait of Hormuz, keeping the geopolitical risk premium high. Meanwhile, according to the EIA, commercial crude oil stocks excluding the Strategic Petroleum Reserve were down by 4.5 million barrels in the week ended Aug. 28, compared with expectations of a 300,000-barrel fall. “Oil is now more than 30% higher since the conflict began in February, with refined-product markets facing even greater tightness,” says Soojin Kim from MUFG. (giulia.petroniwsj.com)
#crude #week #Iran
2 months ago
Investment management company First Pacific Advisors recently released its "FPA Queens Road Small Cap Value Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index's 22.99% gain and the S&P 600 Index's 23.90% return. Small-cap earnings growth also began accelerating relative to large caps, while the small-cap technology sector surged nearly 100% in 26H1. The fund's technology holdings gained 72.39%, contributing 14.87 percentage points, compared with a 95.27% return and 7.10-point contribution from the benchmark's technology sector. Excluding IT and cash, the Fund contributed 12.73% versus 15.89% for the Russell 2000 Value Index; on a fully invested basis, the figures were 16.62% and 17.59%, respectively. The portfolio continued to trim appreciated technology holdings amid the AI-driven rally, while maintaining a bottom-up approach and avoiding beaten-down SaaS stocks due to the widening range of AI-related outcomes. The fund also eliminated about $62 million in capital gains during Q2 and approximately $140 million year-to-date through July, while ending the quarter with 10.2% in cash. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, FPA Queens Road Small Cap Value Fund highlighted stocks like Sprouts Farmers Market (NASDAQ:SFM). Sprouts Farmers Market (NASDAQ:SFM) operates a specialty grocery chain focused on fresh, natural, organic, and health-oriented food products. The one-month return of Sprouts Farmers Market (NASDAQ:SFM) was -2.69% while its shares traded between $64.75 and $141.24 over the last 52 weeks. On August 31, 2026, Sprouts Farmers Market (NASDAQ:SFM) stock closed at approximately $82.04 per share, with a market capitalization of about $7.82 billion.
FPA Queens Road Small Cap Value Fund stated the following regarding Sprouts Farmers Market (NASDAQ:SFM) in its Q2 2026 investor letter:
Sprouts Farmers Market (NASDAQ:SFM) is a supermarket chain focusing on fresh, natural, and organic products. The company has strong operating margins, attractive returns on capital, and excellent new store economics. Through April 2025, SFM's stock performed extremely well in concert with strong revenue growth and rising earnings estimates. As SFM's valuation increased, we trimmed our position in late 2024 and early 2025. Then, when growth slowed in the second half of 2025, SFM's share price collapsed. Today, SFM trades at a low-teens multiple of forward earnings and we are comfortable holding a mid-sized position.
#sprouts #farmers #fund #road
In its second-quarter 2026 investor letter, FPA Queens Road Small Cap Value Fund highlighted stocks like Sprouts Farmers Market (NASDAQ:SFM). Sprouts Farmers Market (NASDAQ:SFM) operates a specialty grocery chain focused on fresh, natural, organic, and health-oriented food products. The one-month return of Sprouts Farmers Market (NASDAQ:SFM) was -2.69% while its shares traded between $64.75 and $141.24 over the last 52 weeks. On August 31, 2026, Sprouts Farmers Market (NASDAQ:SFM) stock closed at approximately $82.04 per share, with a market capitalization of about $7.82 billion.
FPA Queens Road Small Cap Value Fund stated the following regarding Sprouts Farmers Market (NASDAQ:SFM) in its Q2 2026 investor letter:
Sprouts Farmers Market (NASDAQ:SFM) is a supermarket chain focusing on fresh, natural, and organic products. The company has strong operating margins, attractive returns on capital, and excellent new store economics. Through April 2025, SFM's stock performed extremely well in concert with strong revenue growth and rising earnings estimates. As SFM's valuation increased, we trimmed our position in late 2024 and early 2025. Then, when growth slowed in the second half of 2025, SFM's share price collapsed. Today, SFM trades at a low-teens multiple of forward earnings and we are comfortable holding a mid-sized position.
#sprouts #farmers #fund #road
2 months ago
On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report. The upgrade is based on an expected improvement in North American agricultural fundamentals in 2027.
Baird expects mid-2027 corn futures to move above farmer breakeven levels, while soybean economics are also improving. Deteriorating crop conditions and tighter projected stocks-to-use ratios could support higher crop prices and improve per-acre farmer margins.
That matters for Deere because stronger farm profitability typically gives farmers more room to purchase large tractors, combines, planters, and other equipment. The timing is important because Deere's management has previously indicated that 2026 should represent the bottom of the current agricultural equipment cycle. At the same time, the company's Production & Precision Agriculture business remains under pressure, showing that the expected recovery has not fully reached its results yet.
Photo by Sebastian Gómez on Unsplash
The biggest bullish argument is that higher corn and soybean prices could signal the start of a new agricultural equipment replacement cycle. Farmers have delayed major machinery purchases during the downturn, so sustained improvement in crop economics could unlock pent-up demand.
#baird
Baird expects mid-2027 corn futures to move above farmer breakeven levels, while soybean economics are also improving. Deteriorating crop conditions and tighter projected stocks-to-use ratios could support higher crop prices and improve per-acre farmer margins.
That matters for Deere because stronger farm profitability typically gives farmers more room to purchase large tractors, combines, planters, and other equipment. The timing is important because Deere's management has previously indicated that 2026 should represent the bottom of the current agricultural equipment cycle. At the same time, the company's Production & Precision Agriculture business remains under pressure, showing that the expected recovery has not fully reached its results yet.
Photo by Sebastian Gómez on Unsplash
The biggest bullish argument is that higher corn and soybean prices could signal the start of a new agricultural equipment replacement cycle. Farmers have delayed major machinery purchases during the downturn, so sustained improvement in crop economics could unlock pent-up demand.
#baird
2 months ago
Corn futures gains flow through Schedule F for farmers, triggering Social Security's earnings test, while the same trade by a retired investor does not.
Hedge tax treatment requires identifying the position as a hedge at trade entry. Retroactive reclassification after seeing tax outcomes is not allowed.
Benefits withheld under the earnings test are credited back at full retirement age as a higher monthly payment, making it a timing issue rather than a permanent loss.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Two people take the same corn futures position during the same season. Both collect Social Security after claiming before full retirement age (FRA). When the trade closes with a $50,000 gain, one keeps receiving every monthly check. The other can have thousands of dollars in benefits withheld. The difference has nothing to do with the futures contract.
#earnings #test
Hedge tax treatment requires identifying the position as a hedge at trade entry. Retroactive reclassification after seeing tax outcomes is not allowed.
Benefits withheld under the earnings test are credited back at full retirement age as a higher monthly payment, making it a timing issue rather than a permanent loss.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Two people take the same corn futures position during the same season. Both collect Social Security after claiming before full retirement age (FRA). When the trade closes with a $50,000 gain, one keeps receiving every monthly check. The other can have thousands of dollars in benefits withheld. The difference has nothing to do with the futures contract.
#earnings #test
2 months ago
October live cattle (LEV26) futures on Friday fell $1.20 to $211.725 and for the week were down $6.20. November feeder cattle (GFX26) futures lost $1.55 to $309.925 and on the week lost $6.325. The cattle futures markets have seen steady technical selling over the past four weeks as both markets remain trapped in price downtrends on the daily bar charts.
Cattle traders this week will digest the implications of President Donald Trump's administration trying to bring down the price of beef at the meat counter. Trump Friday said on social media that his administration will seek changes to allow farmers and ranchers to slaughter and process their own products in response to calls to loosen the grip of the big companies that dominate U.S. meat processing. "I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD," Trump said in a post on Truth Social. "This should move quickly." The southern U.S. border reopening and Trump's move to allow tariff-free beef imports aimed at lowering beef prices have weighed on cattle markets recently, pushing live and feeder futures near nine-month lows.
Was the Commodity Complex a Case of More of the Same Monday?
Arabica Coffee Consolidates Recent Losses
Rip-Roaring Bull Markets Are Taking Corn, Soybean, and Wheat Prices Higher
#cattle
Cattle traders this week will digest the implications of President Donald Trump's administration trying to bring down the price of beef at the meat counter. Trump Friday said on social media that his administration will seek changes to allow farmers and ranchers to slaughter and process their own products in response to calls to loosen the grip of the big companies that dominate U.S. meat processing. "I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD," Trump said in a post on Truth Social. "This should move quickly." The southern U.S. border reopening and Trump's move to allow tariff-free beef imports aimed at lowering beef prices have weighed on cattle markets recently, pushing live and feeder futures near nine-month lows.
Was the Commodity Complex a Case of More of the Same Monday?
Arabica Coffee Consolidates Recent Losses
Rip-Roaring Bull Markets Are Taking Corn, Soybean, and Wheat Prices Higher
#cattle
2 months ago
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) provides advanced seeds, crop protection products, and agricultural technologies designed to improve farm productivity and resilience. The one-month return of Corteva, Inc. (NYSE:CTVA) was 4.69% while its shares traded between $60.54 and $90.97 over the last 52 weeks. On August 27, 2026, Corteva, Inc. (NYSE:CTVA) stock closed at approximately $82.88 per share, with a market capitalization of about $54.98 billion.
Aristotle Value Equity Fund stated the following regarding Corteva, Inc. (NYSE:CTVA) in its Q2 2026 investor letter:
Corteva, Inc. (NYSE:CTVA), the seed and crop protection company, was one of the largest detractors during the period. While fundamentals remained healthy, with first-quarter FREE cash flow supported by strength in both Seed and Crop Protection, the stock lagged a sharply rising market as investors focused on Corteva's more tempered outlook for the balance of the year. The management team cited potential second-half headwinds from tariffs, higher oil-related input costs, farmer fuel expenses, and competitive crop protection pricing in Latin America and Asia. We believe the market also weighed the near-term complexity of Corteva's planned fourth-quarter separation into New Corteva and Vylor, including potential dis-synergies from operating two public companies. Nevertheless, our investment thesis remains intact. Farmers continue to adopt Corteva's latest hybrids, varieties, and premium crop protection technologies, supporting Corteva's margin expansion. Meanwhile, the company's R&D-led innovation, disciplined cost management, and path toward net royalty income sho
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) provides advanced seeds, crop protection products, and agricultural technologies designed to improve farm productivity and resilience. The one-month return of Corteva, Inc. (NYSE:CTVA) was 4.69% while its shares traded between $60.54 and $90.97 over the last 52 weeks. On August 27, 2026, Corteva, Inc. (NYSE:CTVA) stock closed at approximately $82.88 per share, with a market capitalization of about $54.98 billion.
Aristotle Value Equity Fund stated the following regarding Corteva, Inc. (NYSE:CTVA) in its Q2 2026 investor letter:
Corteva, Inc. (NYSE:CTVA), the seed and crop protection company, was one of the largest detractors during the period. While fundamentals remained healthy, with first-quarter FREE cash flow supported by strength in both Seed and Crop Protection, the stock lagged a sharply rising market as investors focused on Corteva's more tempered outlook for the balance of the year. The management team cited potential second-half headwinds from tariffs, higher oil-related input costs, farmer fuel expenses, and competitive crop protection pricing in Latin America and Asia. We believe the market also weighed the near-term complexity of Corteva's planned fourth-quarter separation into New Corteva and Vylor, including potential dis-synergies from operating two public companies. Nevertheless, our investment thesis remains intact. Farmers continue to adopt Corteva's latest hybrids, varieties, and premium crop protection technologies, supporting Corteva's margin expansion. Meanwhile, the company's R&D-led innovation, disciplined cost management, and path toward net royalty income sho
2 months ago
It's taken me a couple days to figure out what I want to say about Mark Walter, Guggenheim Baseball Management, and the ownership of the LA Dodgers. There's plenty of people, including Jeff Passan, who have breakdowns of the facts and the allegations of the case. What we think we know is that Walter and Co., already enjoying an exemption in their TV deal following a bankruptcy judgement under previous ownership, further financialized themselves by taking loans from insurance companies also owned by W&C, then used the interest on repaying those loans to write off even more of their revenue sharing obligations, which are based around local TV revenue minus certain expenses.
In short, it seems the Dodgers borrowed money from themselves to lower the amount of money they owed the subsidized teams around the sport. They are under federal investigation but not really for anything baseball related, rather more inquiries into specific classifications of the various businesses Guggenheim controls. There isn't even anything the Dodgers did that specifically goes against the Collective Bargaining Agreement — they seemed to have hired an army of accountants to find every gap in the rulebook and slip another $20 bill through it. It's the same playbook that's led the Ford Motor Company to be a lending service more than a car manufacturer.
At best it seems Bob Nutting might have been shorted a couple million dollars a year, but the object lesson you should be taking out of this is one of solidarity. Bob Nutting doesn't care if Mark Walter cost him a couple million a year, if it means that together they can lower all MLB payrolls by a couple hundred million dollars.
I actually don't think this is something that George Steinbrenner would have done. Capitalism has changed — you always bought an MLB team to make money off it, of course. But it used to be that you had to put a good product on the field to sell tickets and in-stadium ad dollars, or be the St. Louis Cardinals and take advantage of the country's most powerful radio transmitter to reach farmers in 1960s Nebraska, or take on all the foreign currency risk of the Blue Jays and weigh it against the payoff of being the only game in the entire country.
Now, you inherit a court-ordered exemption from paying your fair share, and further financialize every element of the off-field operations to continually lower every possible obligation you have to the rest of baseball, and because those efforts will help champion the case for a salary cap, the 29 other men in your cohort will go along with it. Maybe, in March or May or August 2027, the knives will come out for Walter, but until the billionaire class has exacted every ounce of control they can over a new CBA, they'll stand beside each other. What's a few million when there's a billion on the line?
#couple
In short, it seems the Dodgers borrowed money from themselves to lower the amount of money they owed the subsidized teams around the sport. They are under federal investigation but not really for anything baseball related, rather more inquiries into specific classifications of the various businesses Guggenheim controls. There isn't even anything the Dodgers did that specifically goes against the Collective Bargaining Agreement — they seemed to have hired an army of accountants to find every gap in the rulebook and slip another $20 bill through it. It's the same playbook that's led the Ford Motor Company to be a lending service more than a car manufacturer.
At best it seems Bob Nutting might have been shorted a couple million dollars a year, but the object lesson you should be taking out of this is one of solidarity. Bob Nutting doesn't care if Mark Walter cost him a couple million a year, if it means that together they can lower all MLB payrolls by a couple hundred million dollars.
I actually don't think this is something that George Steinbrenner would have done. Capitalism has changed — you always bought an MLB team to make money off it, of course. But it used to be that you had to put a good product on the field to sell tickets and in-stadium ad dollars, or be the St. Louis Cardinals and take advantage of the country's most powerful radio transmitter to reach farmers in 1960s Nebraska, or take on all the foreign currency risk of the Blue Jays and weigh it against the payoff of being the only game in the entire country.
Now, you inherit a court-ordered exemption from paying your fair share, and further financialize every element of the off-field operations to continually lower every possible obligation you have to the rest of baseball, and because those efforts will help champion the case for a salary cap, the 29 other men in your cohort will go along with it. Maybe, in March or May or August 2027, the knives will come out for Walter, but until the billionaire class has exacted every ounce of control they can over a new CBA, they'll stand beside each other. What's a few million when there's a billion on the line?
#couple
2 months ago
Deere & Company (NYSE:DE) delivered a stronger-than-expected third quarter, with the company benefiting from a surprising source: the construction boom linked to AI data centers and infrastructure spending. Construction & Forestry sales increased 18% year over year, making it the company's fastest-growing major segment. Deere also reported a 7% increase in quarterly net income to $1.38 billion, while EPS rose to $5.10 from $4.75 a year earlier.
The improvement was enough for Deere to raise its 2026 net income outlook to $4.75 billion-$5 billion, up from the previous lower end of $4.5 billion. The company also continues to believe that 2026 will mark the bottom of the current agricultural equipment cycle.
Still, Deere & Company (NYSE:DE)'s core farm-equipment business remains under pressure. Production & Precision Agriculture sales fell 6% in the quarter as farmers continue to deal with weak commodity prices and difficult farm economics. At the same time, Small Agriculture & Turf sales increased 12%, helped by better milk and beef prices.
The biggest reason to be bullish on Deere & Company (NYSE:DE) is the growing strength of its construction business. The 18% increase in Construction & Forestry sales shows that the company is benefiting from spending that has little to do with the current farm cycle. AI data-center construction, infrastructure projects, and other large-scale development are creating demand for Deere's equipment. The company says customer backlogs now extend well into fiscal 2027, giving it strong visibility into future demand.
This diversification could become particularly valuable if the agricultural market takes longer to recover. Deere does not need its farm-equipment business to rebound immediately for the company to continue generating solid earnings. Construction is currently helping fill that gap, while the 12% increase in Small Agriculture & Turf sales provides another source of support.
#deere #sales #farm #agriculture
The improvement was enough for Deere to raise its 2026 net income outlook to $4.75 billion-$5 billion, up from the previous lower end of $4.5 billion. The company also continues to believe that 2026 will mark the bottom of the current agricultural equipment cycle.
Still, Deere & Company (NYSE:DE)'s core farm-equipment business remains under pressure. Production & Precision Agriculture sales fell 6% in the quarter as farmers continue to deal with weak commodity prices and difficult farm economics. At the same time, Small Agriculture & Turf sales increased 12%, helped by better milk and beef prices.
The biggest reason to be bullish on Deere & Company (NYSE:DE) is the growing strength of its construction business. The 18% increase in Construction & Forestry sales shows that the company is benefiting from spending that has little to do with the current farm cycle. AI data-center construction, infrastructure projects, and other large-scale development are creating demand for Deere's equipment. The company says customer backlogs now extend well into fiscal 2027, giving it strong visibility into future demand.
This diversification could become particularly valuable if the agricultural market takes longer to recover. Deere does not need its farm-equipment business to rebound immediately for the company to continue generating solid earnings. Construction is currently helping fill that gap, while the 12% increase in Small Agriculture & Turf sales provides another source of support.
#deere #sales #farm #agriculture
2 months ago
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter.
Constellation Brands will invest $100 million over five years to boost U.S. farmer profitability in states that produce hops, barley and other ingredients in the Modelo and Corona maker's beers.
The investment will include additional purchases from farmers in Idaho, Montana and North Dakota, plus initiatives to improve market access and economic resiliency.
The beer maker will also establish a farmer-led advisory committee that will provide insight on how the investments can best support growers in the company's agricultural supply chain.
The farm economy is facing a "generational downturn," according to the American Farm Bureau Federation, as increased production costs and sustained weather challenges strain financials.
#farmer
Constellation Brands will invest $100 million over five years to boost U.S. farmer profitability in states that produce hops, barley and other ingredients in the Modelo and Corona maker's beers.
The investment will include additional purchases from farmers in Idaho, Montana and North Dakota, plus initiatives to improve market access and economic resiliency.
The beer maker will also establish a farmer-led advisory committee that will provide insight on how the investments can best support growers in the company's agricultural supply chain.
The farm economy is facing a "generational downturn," according to the American Farm Bureau Federation, as increased production costs and sustained weather challenges strain financials.
#farmer
2 months ago
A new top-end combine harvester for farmers in the U.S. now lists for as much as $1 million — more than what most Americans will ever spend on a house.
Dennis Kellogg, a farmer in Ithaca, Michigan, farms soybeans on a land his family has worked for six generations. His old combine dates to the 1970s, and he's planning to run it on his field again this fall, rather than spend down the cash the farm needs to operate.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#dennis #kellogg #jeff #dave
Dennis Kellogg, a farmer in Ithaca, Michigan, farms soybeans on a land his family has worked for six generations. His old combine dates to the 1970s, and he's planning to run it on his field again this fall, rather than spend down the cash the farm needs to operate.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#dennis #kellogg #jeff #dave
2 months ago
TORONTO (AP) — Ontario Premier Doug Ford said Monday that Ronald Reagan would be "throwing up" over President Donald Trump's trade policies and threatened to cut off electricity and critical minerals to the United States as Trump escalated the trade fight.
Ford, speaking in an interview with The ******* ociated Press, said Trump has underestimated Canadians' willingness to endure economic pain rather than give in to U.S. pressure.
"He underestimates Canada. We're all in," Ford said. "Up here, we're at a fever pitch, everyone's in for an economic war. They know they're going to have to sacrifice."
Trump said Monday that the new 50% tariffs on Canadian automobiles, auto parts and steel would begin next year.
"Canada has been ripping off the United States of America for years," Trump wrote on social media, criticizing what he called Canada's "ridiculously high tariffs" on American farmers.
#Monday #we 're
Ford, speaking in an interview with The ******* ociated Press, said Trump has underestimated Canadians' willingness to endure economic pain rather than give in to U.S. pressure.
"He underestimates Canada. We're all in," Ford said. "Up here, we're at a fever pitch, everyone's in for an economic war. They know they're going to have to sacrifice."
Trump said Monday that the new 50% tariffs on Canadian automobiles, auto parts and steel would begin next year.
"Canada has been ripping off the United States of America for years," Trump wrote on social media, criticizing what he called Canada's "ridiculously high tariffs" on American farmers.
#Monday #we 're
2 months ago
MEXICO CITY, Aug 19 (Reuters) - The Mexican government expressed its "serious concern" after learning of a preliminary ruling by the U.S. Department of Commerce that found dumping in Mexican strawberry exports throughout the winter.
The Mexican Ministry of Economy said on Tuesday night in a statement that the Commerce Department found Mexico was selling the product at a price between 3.37% and 5.28% below the normal value, depending on the company, and that it had set the average dumping margin at 4.83%.
The case originated on December 31, 2025, when Florida producers filed a petition with Commerce and the International Trade Commission requesting antidumping duties.
The move could affect nearly 5,000 Mexican strawberry growers — 97% of whom are small- or medium-scale farmers with up to 10 hectares (25 acres) of land — and 151,000 jobs linked to strawberry cultivation. In 2025, Mexico exported 263,000 metric tons of strawberries to the U.S., worth $1 billion.
Mexico said it will monitor the process alongside producers and exporters until the ITC's final ruling, expected in early 2027, and argued the criteria used by Commerce are inconsistent with the World Trade Organization's Anti-Dumping Agreement and with provisions of the United States-Mexico-Canada Agreement.
#strawberry #department
The Mexican Ministry of Economy said on Tuesday night in a statement that the Commerce Department found Mexico was selling the product at a price between 3.37% and 5.28% below the normal value, depending on the company, and that it had set the average dumping margin at 4.83%.
The case originated on December 31, 2025, when Florida producers filed a petition with Commerce and the International Trade Commission requesting antidumping duties.
The move could affect nearly 5,000 Mexican strawberry growers — 97% of whom are small- or medium-scale farmers with up to 10 hectares (25 acres) of land — and 151,000 jobs linked to strawberry cultivation. In 2025, Mexico exported 263,000 metric tons of strawberries to the U.S., worth $1 billion.
Mexico said it will monitor the process alongside producers and exporters until the ITC's final ruling, expected in early 2027, and argued the criteria used by Commerce are inconsistent with the World Trade Organization's Anti-Dumping Agreement and with provisions of the United States-Mexico-Canada Agreement.
#strawberry #department
2 months ago
A teenager from County Down hopes an app he has developed will revolutionise how farms are run, giving hard-pressed farmers more time.
Ben O'Connor, 16, was inspired when his family's farm near Castlewellan moved from beef to a dairy operation.
That meant longer hours, strict routine and more tasks to schedule, all of which reduced the time his family had together.
The entrepreneur had previously developed a mail order gift business at the age of 13. After selling that last year, he turned his talents to managing farm tasks.
FarmFlow is now being trialled on several farms across the UK and Ireland. He hopes to roll out the app, which targets the farm paperwork burden, alongside his studies.
#developed #time
Ben O'Connor, 16, was inspired when his family's farm near Castlewellan moved from beef to a dairy operation.
That meant longer hours, strict routine and more tasks to schedule, all of which reduced the time his family had together.
The entrepreneur had previously developed a mail order gift business at the age of 13. After selling that last year, he turned his talents to managing farm tasks.
FarmFlow is now being trialled on several farms across the UK and Ireland. He hopes to roll out the app, which targets the farm paperwork burden, alongside his studies.
#developed #time
2 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
A JPMorgan warning is racing across social media (1): Fertilizer shortages could trigger a total global food supply crisis in 2027.
However, the threat may take months to reach grocery stores. Farmers facing scarce or expensive fertilizer can absorb the cost, use less of it or switch crops. Each choice would reduce supply or raise food prices after the next harvest.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Food #supply #moneywise #however
A JPMorgan warning is racing across social media (1): Fertilizer shortages could trigger a total global food supply crisis in 2027.
However, the threat may take months to reach grocery stores. Farmers facing scarce or expensive fertilizer can absorb the cost, use less of it or switch crops. Each choice would reduce supply or raise food prices after the next harvest.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Food #supply #moneywise #however
2 months ago
On August 7, AdvanSix (NYSE:ASIX) reported second-quarter sales of $421 million, up about 3% from a year earlier, while adjusted EBITDA fell $24 million to $32 million and adjusted EPS dropped $1.50 to $0.19. Behind those numbers sits a story of two forces pulling in opposite directions: a $72 million year-over-year jump in raw material costs, and a fertilizer season where farmers spent less than the company expected. What stands out is how completely AdvanSix priced its way through the cost spike, even as volume told a rougher story.
The quarter's 3% sales growth broke down into 18% favorable pricing against a 15% volume decline. Raw material pass-through pricing rose 13% as benzene and propylene costs climbed, while market-based pricing improved 5%, largely on higher plant nutrient pricing tied to sulfur input costs. That combination fully offset the $72 million raw material headwind for the quarter, and the swing looked even sharper sequentially: a $10 million net price/cost headwind in the first quarter flipped into a $39 million tailwind in the second. AdvanSix also closed out the full fertilizer year near a record for domestic granular ammonium sulfate volume, supported by progress toward a 75% ammonium sulfate granular conversion mix, with its sustained growth program generating returns above 30%.
Looking ahead, the company plans to grow ammonia sales volume 30% in 2026 against 2025's already record year, and it is applying for a USDA grant to expand ammonia capacity further. Management also pointed to a stronger cash flow picture in the back half of 2026, citing a lower capital spending run rate, working capital tailwinds from the fourth quarter fertilizer pre-buy program, and 45Q carbon capture tax credits.
The same quarter that showed pricing discipline also showed real demand strain. Plant nutrient volume came in below expectations as rising grower input costs met steady, lower crop and grain prices, squeezing farmer profitability enough to cut overall fertilizer consumption and drive a $17 million unfavorable volume impact. A planned ammonia plant turnaround, shifted into the quarter to align with a supplier's pipeline inspection, added another $4 million operational hit. Sulfur costs have been a bigger problem still. The Tampa sulfur marker closed at a record $705 per long ton in the third quarter, up from $655 in the second, and AdvanSix estimates every $100 per long ton move costs it roughly $35 million a year.
#quarter #year #pricing #sulfur
The quarter's 3% sales growth broke down into 18% favorable pricing against a 15% volume decline. Raw material pass-through pricing rose 13% as benzene and propylene costs climbed, while market-based pricing improved 5%, largely on higher plant nutrient pricing tied to sulfur input costs. That combination fully offset the $72 million raw material headwind for the quarter, and the swing looked even sharper sequentially: a $10 million net price/cost headwind in the first quarter flipped into a $39 million tailwind in the second. AdvanSix also closed out the full fertilizer year near a record for domestic granular ammonium sulfate volume, supported by progress toward a 75% ammonium sulfate granular conversion mix, with its sustained growth program generating returns above 30%.
Looking ahead, the company plans to grow ammonia sales volume 30% in 2026 against 2025's already record year, and it is applying for a USDA grant to expand ammonia capacity further. Management also pointed to a stronger cash flow picture in the back half of 2026, citing a lower capital spending run rate, working capital tailwinds from the fourth quarter fertilizer pre-buy program, and 45Q carbon capture tax credits.
The same quarter that showed pricing discipline also showed real demand strain. Plant nutrient volume came in below expectations as rising grower input costs met steady, lower crop and grain prices, squeezing farmer profitability enough to cut overall fertilizer consumption and drive a $17 million unfavorable volume impact. A planned ammonia plant turnaround, shifted into the quarter to align with a supplier's pipeline inspection, added another $4 million operational hit. Sulfur costs have been a bigger problem still. The Tampa sulfur marker closed at a record $705 per long ton in the third quarter, up from $655 in the second, and AdvanSix estimates every $100 per long ton move costs it roughly $35 million a year.
#quarter #year #pricing #sulfur
3 months ago
October live cattle futures (LEV26) on Friday rose $0.35 to $225.275. For the week, they were down $1.975. September feeder cattle futures (GFU26) rose $3.65 to $345.225, near the daily high, and for the week up $3.125. The cattle futures markets in late Friday trading saw short covering to allow prices to finish unchanged, after both markets earlier saw some follow-through technical selling from Thursday's solid losses. October live cattle futures late last week saw a price uptrend on the daily chart negated.
The USDA at midday Friday reported active cash cattle trading, with steers averaging $235.22 and heifers $235.07. The agency last Monday reported average cash cattle trading the week prior at $233.06. Cash cattle and wholesale beef fundamentals have recently supported futures. However, both cash and boxed beef prices, along with overall production, continue to lag year-ago levels.
What Was Driving Markets Early Monday Morning?
Coffee Prices Turn Lower on Drier Brazil Weather
Chinese Diplomat Calls Out 'Tortuous' Trump Trade Policy on Soybeans: 'American Farmers Became a Victim'
#week
The USDA at midday Friday reported active cash cattle trading, with steers averaging $235.22 and heifers $235.07. The agency last Monday reported average cash cattle trading the week prior at $233.06. Cash cattle and wholesale beef fundamentals have recently supported futures. However, both cash and boxed beef prices, along with overall production, continue to lag year-ago levels.
What Was Driving Markets Early Monday Morning?
Coffee Prices Turn Lower on Drier Brazil Weather
Chinese Diplomat Calls Out 'Tortuous' Trump Trade Policy on Soybeans: 'American Farmers Became a Victim'
#week
3 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
For millions of Americans, the weekly grocery trip has become an exercise in sticker shock.
Beef prices have climbed sharply in recent years, forcing many families to swap steaks for cheaper cuts, or abandon beef altogether. Now Rep. Thomas Massie, R-KY., says one of the bills he's spent the most time championing could help bring those prices back down.
"Groceries are too high!" Massie wrote on X (1) on Aug. 4, responding to right-wing commentator Matt Walsh. "The bill I've spent the most effort on since I've been in office is the PRIME Act… to lower beef & pork prices while giving farmers more opportunity."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
#spent #thomas #groceries
For millions of Americans, the weekly grocery trip has become an exercise in sticker shock.
Beef prices have climbed sharply in recent years, forcing many families to swap steaks for cheaper cuts, or abandon beef altogether. Now Rep. Thomas Massie, R-KY., says one of the bills he's spent the most time championing could help bring those prices back down.
"Groceries are too high!" Massie wrote on X (1) on Aug. 4, responding to right-wing commentator Matt Walsh. "The bill I've spent the most effort on since I've been in office is the PRIME Act… to lower beef & pork prices while giving farmers more opportunity."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
#spent #thomas #groceries
3 months ago
With a market cap of $51.3 billion, Corteva, Inc. (CTVA) is a global pure-play agriculture company providing innovative seed, crop protection, and digital solutions to address the world's most pressing agricultural challenges. Through its strong brands, advanced technology pipeline, and customer-focused approach, the company helps farmers maximize productivity while supporting sustainable progress across the food system.
Shares of the agriscience company have underperformed the broader market over the past 52 weeks. CTVA stock has risen 8.6% over this time frame, while the broader S&P 500 Index ($SPX) has gained 22.4%. However, the stock has increased 14.9% on a YTD basis, outpacing SPX's 13.3% return.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Why Didn't a $100 Billion Lockup Expiration Crash ******* eX Stock? 3 Numbers That Explain Its 10% Rally.
#market #corteva
Shares of the agriscience company have underperformed the broader market over the past 52 weeks. CTVA stock has risen 8.6% over this time frame, while the broader S&P 500 Index ($SPX) has gained 22.4%. However, the stock has increased 14.9% on a YTD basis, outpacing SPX's 13.3% return.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Why Didn't a $100 Billion Lockup Expiration Crash ******* eX Stock? 3 Numbers That Explain Its 10% Rally.
#market #corteva
