BECOMING COMFORTABLE IN THE MARKETS

Written By Sebastian Frost

AUDIO COMMENTARY

  • Harvest getting started. Some early results disappointing but still too early

  • We held lows from the bottom of the reversals

  • There is potential to see some pressure short term

  • Harvest is the time of most supply, so it’s not easy to rally here

  • NOPA numbers disappointing

  • Barge freight & river levels

  • Wheat lows still look like they are in

  • World wheat situation long-term friendly

  • Not being forced to sell

  • Lot of long term bullish factors in beans

  • Corn needs demand. I think we will see some

  • Getting away from delayed price

Listen to today’s audio below

GET 50% OFF BEFORE YOUR TRIAL ENDS

Subscribe now to save over $400 a year. You don’t want to miss all out future updates. Become a price maker today.

Sebastian Frost
Previous

HARVEST PRESSURE
Next

YIELDS, DROUGHT, & CHINESE APPETITE