Group 1: Company Highlights - Village Farms International (VFF) has seen a 75% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Seanergy Maritime Holdings (SHIP) has experienced a 72.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Two Harbors Investments Corp (TWO) has had a 10.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - BHP Group Limited (BHP) has seen a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] - Fox (FOX) has experienced a 7.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] Group 2: Investment Recommendations - The companies mentioned have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong investment potential [1][2][3][4]

Core Viewpoint - The article discusses the current sentiment in the precious metals market, particularly focusing on gold and silver, in light of recent CFTC data and the potential for interest rate changes by the Federal Reserve [2][26]. Group 1: Market Sentiment and CFTC Data - Due to the U.S. government shutdown, CFTC data on futures market positions was only updated until October 28, showing a significant increase in both gold and silver net long positions, with gold up 14.7% and silver up 22.4% [2][6]. - The gold-silver ratio has decreased from over 80 to 72, marking the lowest level since August 2021, with a cumulative decline of 20.7% this year [2][21]. - The market sentiment is influenced by expectations of interest rate cuts by the Federal Reserve, with the probability of a rate cut in December rising to nearly 90% [2][24]. Group 2: Investment Strategies and Future Outlook - Investors are advised to consider their strategies for the period between potential rate cuts in December and April, as the market anticipates a 50% chance of another cut in April [2][26]. - The article suggests that if Trump were to regain influence over the Federal Reserve, it could lead to further rate cuts, thereby supporting gold prices [26][29]. - The current market dynamics indicate a strong demand for physical gold, which may not be fully reflected in futures market positions, suggesting a potential for price increases [16][30]. Group 3: Performance of Precious Metals - Year-to-date, net long positions in gold futures have decreased by 42%, while silver has seen a 35% increase [7][8]. - Platinum and copper have also shown significant changes, with copper net positions turning positive for the first time this year [10][13]. - The article highlights that the gold price has remained high despite a reduction in long positions, indicating strong physical demand [16][19]. Group 4: Broader Economic Context - The article notes that the global economic outlook remains uncertain, with expectations of continued inflationary pressures and potential stagflation, which typically favors investments in commodities [29][30]. - The relationship between U.S. interest rates and gold prices is emphasized, suggesting that a decline in rates could lead to higher gold prices, especially if inflation persists [30][32].

As promised, joining me now is Kentucky Governor and chair of the Democratic Governor's Association, Andy Basher. Governor Basher, I you are a busy man. I hope you did not watch that hour and a half long speech, but you probably got the gist of it. Um, but let me give you just a sense of some of the things he said. And for our audience, too, who who hopefully didn't watch an hour and a half long speech, he claimed he was bringing prices down, that wages are higher, that things are better now than a year ago ...

Financial Data and Key Metrics Changes - The company reported record-breaking performance in fiscal 2025, with significant increases in net sales, gross profit, and net income [21][13] - Net sales per ton grew by 6% over a 23-year period, while gross profit per ton increased by 7.6% annually [17][18] - The diluted earnings per share for Q1 of fiscal 2026 was $1.06, compared to $3.70 for the full year of fiscal 2025 [26] Business Line Data and Key Metrics Changes - The Fluids Purification Division experienced nearly 20% growth from fiscal 2024 to 2025, driven by new business in renewable diesel and vegetable oil sectors [42][40] - The Consumer Products Division saw a 10% CAGR in the domestic cat litter business over the past five years, with a significant milestone being the acquisition of UltraPET [46][47] - The Agriculture segment, particularly Amlin, is focusing on natural solutions as customers move away from therapeutic antibiotics, with strong growth prospects in the poultry and dairy industries [66][69] Market Data and Key Metrics Changes - The lightweight litter segment has shown explosive 10% volume growth, significantly outperforming the overall litter category [48][49] - The renewable diesel market is expected to grow due to recent EPA rulings, positioning the company well for increased sales in this sector [43][40] Company Strategy and Development Direction - The company is committed to a "Moneyball" strategy, focusing on data analytics to enhance decision-making and improve profitability [13][19] - Continued investment in manufacturing infrastructure is a priority to support long-term growth and operational efficiency [20][30] - The company plans to execute opportunistic share repurchases and maintain a strong balance sheet to support future investments [29][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the potential for profit gains in the second half of the fiscal year, despite a tough comparison to the previous year [78] - The company is optimistic about the growth in the renewable diesel and vegetable oil markets, anticipating increased demand due to regulatory changes [43][40] Other Important Information - The company has raised its annual dividend increase from $0.04 to $0.10 per share, reflecting its commitment to returning value to shareholders [22] - The company maintains a strong balance sheet, with net cash position as of the end of Q1 fiscal 2026 [28] Q&A Session Summary Question: Are you more or less confident of recovery in the second half? - Management indicated that while the first half faced tough comparisons, they are ahead of their plan and see a realistic possibility of profit gains for the year as a whole [78] Question: Are Oil-Dri's bleaching clays being used to filter sustainable aviation fuel? - Yes, the sustainable aviation fuel market is growing, and the company expects increased sales of bleaching clay products in this sector [79] Question: What are the headwinds for Amlin this year? - Key issues include tariffs causing customer uncertainty, but orders have resumed, particularly in Brazil [81][82] Question: Will we see new products this year? - The company continues to invest in R&D and innovation, with new and improved crystal solutions being launched [83]

President Trump holds a roundtable with farmers impacted by tariffs. After the announcement of $12 billion in aid, Trump took questions from the press. He was pressed on the September 2nd “double tap” on the boat, revealing he “saw” the video. He was also asked about his GOP health care plan, Alina Habba resigning and the affordability issue he recently called a “con job.” MS NOW: My Source for News, Opinion, and the World. Same mission. New name. » Subscribe to MS NOW: https://www.youtube.com/@msnow MS NOW ...

Up to $11 billion of the funds will be reserved for farmers of row crops, including soybeans, who were hit hard during a tariff dispute earlier this year. https://t.co/3iTNCP60Xl (Photo: Getty Images) https://t.co/kjpVMBeFqF ...

President Trump is expected to announce $12 billion in aid to farmers hit by tariff policies. Farmers, as well as Treasury Secretary Scott Bessent and Agriculture Secretary Brooke Rollins, are expected to attend the roundtable event. » Subscribe to MS NOW: https://www.youtube.com/@msnow MS NOW is the go-to destination for domestic and international breaking news, and best-in-class opinion journalism. For more context and news coverage of the most important stories of our day click here: https://www.ms.now/ ...

Group 1: Company Highlights - Village Farms International (VFF) has seen a 75% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - CorMedix (CRMD) has experienced a 56.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Aercap (AER) has had a 14% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - General Motors (GM) has seen a 10.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Five Below (FIVE) has experienced a 7.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4]

J P M O R G A N Global Markets Strategy 03 December 2025 Global Commodities 2026 Outlook Supply-driven crocodile cycle—tight metals continue to beat glutted energy. G9 old remains a fourth-year buy Key Takeaways Figure 1: BCOM Energy vs All Metals ER indices and JPM forecast Index level (dashed is forecast) Source: Bloomberg Finance L.P., J.P. Morgan Commodities Research Global Commodities Research Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorgan Chase Bank NA Gregory C. Shearer (44-20) ...

RT Agnieszka de Sousa 🍒 (@AggieDeSousa)The discovery of African swine fever is threatening the world’s second-largest pork exporter - and a large chunk of global trade.Read the latest Business of Food newsletter from @ElThorn22 and @SabrinaNelsongGift link here: https://t.co/CLn6iryKq4 ...