John Deere ($DE) podcast mentions
Well, look, a 10% correction is part of what investing in the market's about, especially over the long term. I mean, this comes— we haven't had one, I guess, since you could say the early part of 2026. There was a 10% correction, I think, going back to the the tariff uncertainty back then. But, you know, corrections are just part of long-term market investing, Taylor. And if you're not prepared for your portfolio to fall by 5 or 10%, you might be, as JPMorgan said, a little bit too exposed. Sell down to the sleeping point is what JPMorgan said. So, look, I'm looking for a correction sometime in 2027. And I do think that interest rates could have a lot to do with it. Among those securities on the 52-week low list was the preferred stock ETF. So we're already seeing borrowing costs for corporations go up, borrowing costs for individuals go up. So I can't see how that doesn't necessarily even— not, not just slow the economy, but slow the high-growth stocks that have dominated the market for so long. I mean, this, this market historically in the last 3 or 4 years has one that's been dominated by these high-end AI big tech names. What's recently happened is that the value names are getting some love, you know, Deere, Coca-Cola. Nothing sexy there. But those value-oriented names, I think that's where the market turns its focus. Focus for the next 6 months.
Jonathan Hoenig · The Fox News Rundown · Business Rundown: Is Big Tech Calling For AI Regulation to Crush Competition? · 2026-09-14Yeah, I mean, I think we've sort of hit that plateau in the last 5 years. Actually, the amount of production has shrunk in the last 5 years. So I think that's been a, that's been an absent new technology. That's been part of the shrinking of global supplies. And you can have all the technology, but oftentimes, depending on where you're growing, you're often weather dependent on water. So, you know, that, that, that's an issue that many growing areas of the world face. But I think, yeah, technology has certainly improved. You see companies like John Deere who are really the largest, I think they had the largest booth at the Consumer Electronics Show in the last couple of years because they consider themselves a technology company. They've done a great job with targeted and precision, both sprayers and seeding and many other things that have have allowed production and seed technology has certainly improved to allow yields to reach in certain areas that are maybe hotter than they used to be to maintain the level of yield. So yes, technology has helped a lot. And I think it will, it will continue to help. Where we plateau, I don't know. I think that's going to depend a lot on how you still have to have the land, you still have to have the soil, you still have to have the, the weather, the, the, the water from somewhere to, to grow. So you saw the experiments in hydroponic here in the US that didn't really pan out. It works in other areas of the world, but the idea that we would grow up layers indoors, you don't see that production that maybe during COVID there was a lot of buzz around that. It just had never panned out. Many of those companies are now bankrupt. So, so yeah, so I think we'll, we'll see, we'll see where we end up, but it's certain something than we think about every day.
John Ferris · Monetary Matters with Jack Farley · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland · 2026-09-11So, you know, you're speaking to like the ability of farmers to look at the, you know, Managed Futures Board, maybe looking out, we're, you know, as we enter harvest, you know, most of the farmers have already booked their current crop. But let's, let's look into 2027. And as we start to go lease negotiations for land in 2027, they're able to say, hey, I know that I can book cotton at this price or corn at this price for harvest or some point in '27 or early '28, you know, depending on the futures, future prices. So that then gives them the ability to, to know, to know, you know, a certain— get a certain price. For the commodity, and oftentimes they're very sophisticated in booking out. They then manage that portfolio. So what you saw was in the last couple of years is you saw that, you know, the cure for high prices is high prices, you know, cure for low prices, low prices in the commodity world. So, so we saw rice a couple of years ago due to embargoes in India and Pakistan. And other production issues, rice went to a, you know, multi-decade high, up some 40, 50%. And you saw a lot of farmers in our area of the country book rice and then plant rice and then maybe, you know, got over their skis and maybe was oversupplied. So now you see rice prices come back down. But because they were— they were growing rice and now cotton— not cotton, cotton shot up 20% plus this year, well, actually close to 30% this year. And so now you see a lot of farmers as they plan out to '27, they can look at the cotton futures and plant corn, cotton. So that's, that's the crop rotation and diversification. Soybeans are the, the require the less, fewest inputs. But you can't naturally, if you're a soybean farmer and only soybean farmer, you can't naturally look and and, and switch to cotton, um, even if the ground would allow it, you have to have the equipment. And I think that's why farming families that may have less than 1,000 acres, um, don't necessarily— if a John Deere tractor cost $1 million or a cotton picker costs the same, you know, they can't switch.
John Ferris · Monetary Matters with Jack Farley · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland · 2026-09-11By the way, Deere did have a good quarter. Agco was on yesterday, not as good, but they don't have the same makeup. But I do think that, how, you know, that let's put that price on, let's tack that on. Now, if you have a company like Walmart, which is committed to lower prices, that means they're committed to a lower stock price too.
Jim Cramer · Squawk on the Street · 9AM HOUR: Wholesale Inflation Rises, AI Fears, Apple's Foldable iPhone Debut 9/10/26 · 2026-09-10Yeah. So one thing I learned from your book is there's a connection between drug money and I guess John Deere tractors and other equipment with the Mexican cartels, like essentially trading fentanyl for farming equipment. Can you walk us through that particular example? How does this actually work?
Tracy Alloway · Odd Lots · Why Money Launderers Love $100 Bills · 2026-09-07Well, you can see this. It's just logical that if there is, let's say, $50 billion worth of cocaine arriving in the United States every year— I've just invented that number, but it's a nice round number, so let's say it is that— then there must be $50 billion of something else flowing in the opposite direction for the books of the cartels to balance. You know, they're not in this for charitable reasons. They like to make a living out of moving drugs, so that follows. Now, obviously, A significant amount of that is in the form of money. By best estimates, something like $25 billion worth of cash is smuggled into Mexico every year. But there's still a significant hole in the books that needs to be filled with something. And it has been a traditional, that essentially a way of meeting that hole in the books is just by exporting stuff. What does America make particularly well? Well, I mean, Caterpillar tractors, John Deere tractors, that's useful, everyone wants those. You can send them, South, you can send all kinds of wonderful American financial products. We see this in Europe to a greater degree with luxury goods. There is a huge demand in China for European luxury goods, whether that's Gucci handbags or Burberry anoraks or whatever. And so there is a giant off-the-books, a sort of gray market of designer goods which flow out of Europe into China, and in return we receive criminal goods or drugs in return. So essentially anything that is being made well in one place, whether that's Caterpillar tractors or Gucci handbags, can just be as useful a form of money as anything else. I mean, you need to just think about criminals as being endlessly looking for ways of finding concentrated value in a way that isn't gonna be checked so they can move it around. Obviously the most useful example of that at all would be an expensive watch. If you buy a million-dollar watch, you can fly in from one country to another and sell it at the other end. No one's gonna check it. When you fly across the world, sell it at the other end, and you've just moved $1 million without having to move $1 million. It's as simple as that. And it happens all the time, absolutely everywhere.
Oliver Bulow · Odd Lots · Why Money Launderers Love $100 Bills · 2026-09-07