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Saturday, May 16, 2015

China investment ideas, reality, etc

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May 16th It was an "other worldy" week for me. Events unfolded personally and in the media that had no connection to normalcy or...
285 comments:
Friday, May 1, 2015

May 1 update

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April rains have gone a long way to making the 2nd crop corn. The 2nd crop is going to be much better than I originally thought. The center...
1 comment:
Wednesday, April 22, 2015

Nice rains, dollar stable at 3:1, protests have fizzled

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April 22 Brazil runs on emotion. It is the fuel of daily life. The politicians know this and prey on it during elections and play to it d...
1 comment:
Tuesday, April 7, 2015

Soybean expansion continues - Dollar trumps CBOT

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I am standing in 2nd year soybean field from pasture in NW Goias state. This, historically, is pasture region in Brazil. Rumor has it t...
Saturday, March 7, 2015

Contrary to popular opinion, I am optimistic on Brazil

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March 7 For two to three years now I have been writing blogs and newsletters about what could go wrong with Brazil. All I saw were proble...
Saturday, February 21, 2015

Wet week

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Feb 21 Harvest was slow this past week in Mato Grosso. In some areas it rained everyday. This is normal to have a two week wet spell this...
Sunday, February 8, 2015

Nice rains, Conab, soy crop gets smaller

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The soy crop is getting smaller. The truth is finally coming out. Rains have returned to the Cerrado. In many cases it will be too late. ...