11/24/25 Afternoon CommStock Report – Here is Pretty Much Everything that You Need to Know

How deep into an Ag Crisis farmers think they have fallen depends on a number of things. First off would be how long they have been draining equity and their depletion of working capital. For a slice of farmers it has already gone on too long and has cut too deep. They have not made money and are bleeding equity. Their operations are in a terminal stage and they can see buzzards circling overhead. USDA financial aid will save some but not all. They have structural problems that either they cannot or will not make the changes necessary to overcome them. There was really no good crop choice this year even in places where they have more choices about what to plant than we do here in NW IA. Loss projections for Ag crops in general show they were all losers. Our critics often say we lose money because we just grow corn/soybeans. They cannot make suggestions however of alternative crops because nothing has been profitable and if there was a profitable niche, its margin too would be quickly crushed when enough farmers shifted to it. The solution is not so simple as to just grow different crops. I have…