“A rapid, meaningful shift is occurring in U.S. ag as extreme weather overshadows the Trade War,” Mircea (Mig) Dobre, RW Baird analyst, wrote in a June 16 note to investors, in which he upgraded prospects for both Titan Machinery and Deere & Co. to “outperform.” Just a little over a month ago, Dobre had downgraded the ag equipment dealership group and the equipment manufacturer to “neutral” based on eroding farmer sentiment, deteriorating grain prices as…