09/18/25 Afternoon CommStock Report – Have You Been Reading What They Are Saying About Us?

Don’t know how your algorithm is performing but mine is presenting me with story after story about how poor the farm economy has become and how many farmers are going to go broke. The major media finally caught on and thought they just stumbled upon the story. The farm economy is in the tank and according to the general narrative many farmers will drown before getting out. There are nuances. The damage varies regionally. It appears worse in the South. One article says that a third of farmers in Arkansas could fail. They are now lobbying for financial aid. They can grow a larger assortment of crops in the South such as cotton, rice, peanuts, soybeans and corn but none of them are profitable. Typically, something makes money and this time none currently do. Farms are also not as value-added in the South. Less livestock. They have cotton gins but that doesn’t help much. They raise chickens but Tyson/Integrators own them and are benefiting from cheap feed. Some places may grow wheat or milo but that is not profitable either. Much demand for cotton, corn and soybeans is export related and exports are generally poor and basis levels are too….