GOOD MORNING, The focus continues to be on harvest weather in the US, planting weather in SA, and politics. In the process, funds have covered in a good portion of their corn shorts, while extending bean length. The last of the wheat short is slowly squeezed out as prices edge higher again this morning. Mini-trends include buy wheat and beans/sell corn, and buy soyoil/sell meal, though for the day it appears as though oilshare will correct downward based off the morning's close. On the political front, China declared its intnent to purchase US Ag products, but in fact has been buying Brazilian beans over the last 2 weeks. WEATHER Scattered storms and showers Monday, with locally heavier amounts...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.