Good morning it’s island time for a few weeks, I love the Cayman Islands it’s just so relaxing. Ah it’s just like home there is RBC CIBC TD Scotia all are here.
Market Snapshot (March 20, 2026)
Grain markets are inching up today, with corn, soybeans, and wheat showing modest gains despite some volatility. Oil prices remain elevated (WTI around $95–$96/bbl, Brent pushing higher amid Middle East tensions), which supports commodities but squeezes input costs.
Politics & Leadership
The “flip-flop king” (you know who) has been jetting around the world, making handshake deals and acting tougher than he is. Yesterday’s meetings seem to have backfired—folks realized they need to back Trump and keep oil flowing. Carney apparently had to backpedal, and now Canada is pledging to “help out” on energy.
Pierre Poilievre went on Joe Rogan’s podcast and came across as Prime Minister material. He didn’t bash government spending much but showed real love for Canada, defended our oil as clean and ethical (even if that’s debatable), and connected with everyday people. That episode has racked up around 1.4 million views so far—way more reach than Carney’s praised-but-niche Davos speech to maybe 100 elites. One speaks to working-class Joes; the other to global insiders.
Farming Reality Check
I love hearing about the “new way to farm in Canada”—advisors run everything while you just sign checks. Or renegotiate leases in tough times… except the landlord keeps jacking up rent every renewal. Pure nonsense.
Strong, well-managed 5,000-acre farms can still thrive through anything if run right. Scaling blindly to 100,000 acres while ignoring risks isn’t a strategy. “We’ll do it different” isn’t a plan either.
Land is your biggest asset and should be a strength. If the bank lowballs your collateral (e.g., “It sold next door for $700k, but we value it at $200k”), find a new bank.
Input Challenges Ahead
Fertilizer is going to be a massive headache for any farm without it already locked in. Winter diesel might look like a deal, but you’ll burn way more of it—maybe wait and see.
The Iran situation will end eventually, but the damage (disrupted shipping through the Strait of Hormuz, shuttered plants) will linger for years. Australia already has fuel shortages, yet Ukraine is somehow seeding in wartime? Meanwhile, Brazil, South America, and Europe are desperate for fertilizer too.
We could see huge crop shortfalls in 2026 if key ingredients stay unavailable. To the organic crowd saying fertilizer-free is the future: we’re about to test that theory the hard way.
Provincial & Broader Frustrations
Saskatchewan running a deficit pisses me off, but remember Manitoba’s $2B+ loss and BC’s $15B hole with credit downgrades. Electing NDP keeps proving disastrous.
We need to get back to building things. Trades should win, not degrees in basket weaving. Embrace projects that create real work and leverage what Canada has. Less government meddling in our lives. Stop foreign investment dominating—Canada-first jobs and priorities.
The Liberals need to go.
Ah, time for that Friday drink. If I missed anything or you want to add, fire away
?
Cayman Lemonade
A lighter, refreshing option you’ll find around the islands.
Ingredients:
Top it off with a splash of bitters if you want a Caribbean twist
?
Oh my family in canada went to the new farm show in Regina and really enjoyed it. Found a few things for 2026. Seeding is 42 days away. Almost time to head home in two weeks maybe going to head to Texas and Oklahoma and Nebraska.
Market Snapshot (March 20, 2026)
Grain markets are inching up today, with corn, soybeans, and wheat showing modest gains despite some volatility. Oil prices remain elevated (WTI around $95–$96/bbl, Brent pushing higher amid Middle East tensions), which supports commodities but squeezes input costs.
Politics & Leadership
The “flip-flop king” (you know who) has been jetting around the world, making handshake deals and acting tougher than he is. Yesterday’s meetings seem to have backfired—folks realized they need to back Trump and keep oil flowing. Carney apparently had to backpedal, and now Canada is pledging to “help out” on energy.
Pierre Poilievre went on Joe Rogan’s podcast and came across as Prime Minister material. He didn’t bash government spending much but showed real love for Canada, defended our oil as clean and ethical (even if that’s debatable), and connected with everyday people. That episode has racked up around 1.4 million views so far—way more reach than Carney’s praised-but-niche Davos speech to maybe 100 elites. One speaks to working-class Joes; the other to global insiders.
Farming Reality Check
I love hearing about the “new way to farm in Canada”—advisors run everything while you just sign checks. Or renegotiate leases in tough times… except the landlord keeps jacking up rent every renewal. Pure nonsense.
Strong, well-managed 5,000-acre farms can still thrive through anything if run right. Scaling blindly to 100,000 acres while ignoring risks isn’t a strategy. “We’ll do it different” isn’t a plan either.
Land is your biggest asset and should be a strength. If the bank lowballs your collateral (e.g., “It sold next door for $700k, but we value it at $200k”), find a new bank.
Input Challenges Ahead
Fertilizer is going to be a massive headache for any farm without it already locked in. Winter diesel might look like a deal, but you’ll burn way more of it—maybe wait and see.
The Iran situation will end eventually, but the damage (disrupted shipping through the Strait of Hormuz, shuttered plants) will linger for years. Australia already has fuel shortages, yet Ukraine is somehow seeding in wartime? Meanwhile, Brazil, South America, and Europe are desperate for fertilizer too.
We could see huge crop shortfalls in 2026 if key ingredients stay unavailable. To the organic crowd saying fertilizer-free is the future: we’re about to test that theory the hard way.
Provincial & Broader Frustrations
Saskatchewan running a deficit pisses me off, but remember Manitoba’s $2B+ loss and BC’s $15B hole with credit downgrades. Electing NDP keeps proving disastrous.
We need to get back to building things. Trades should win, not degrees in basket weaving. Embrace projects that create real work and leverage what Canada has. Less government meddling in our lives. Stop foreign investment dominating—Canada-first jobs and priorities.
The Liberals need to go.
Ah, time for that Friday drink. If I missed anything or you want to add, fire away
?
Cayman Lemonade
A lighter, refreshing option you’ll find around the islands.
Ingredients:
- Vodka
- Fresh lemon juice
- Simple syrup
- Soda water
Top it off with a splash of bitters if you want a Caribbean twist
?
Oh my family in canada went to the new farm show in Regina and really enjoyed it. Found a few things for 2026. Seeding is 42 days away. Almost time to head home in two weeks maybe going to head to Texas and Oklahoma and Nebraska.
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