COMPLETE THOUGHTS ON MARKETS: BACK & FORTH DISCUSSION

AUDIO & DISCUSSION


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  • Different format today: Back & forth discussion

  • China & Trump canceled call

  • Chart breakdowns below audio*

  • Our complete thoughts on the markets

  • How much upside is in corn?

  • The fundamental story for corn

  • The demand situation for beans & China

  • How tariffs effect demand? (Graph below)*

  • Should you be making 2025 sales?

  • Thoughts on beans moving forward

  • This Brazil harvest “should” pressure the market

  • How to manage your risk moving forward

  • How oversold is the farmer?

Listen to today’s audio below

Want to talk? Text or call anytime:

(605)295-3100

CHARTS

March Corn 🌽

Nothing changed from yesterday

First big resistance is the $5.08 level

If we bust above that, I am looking towards $5.37 as my big picture target still

Weekly Corn 🌽

Here is a good chart showcasing why $5.37 is the bigger picture possible target

Need a weekly close above $5.00 and it opens the door higher

New Crop Corn 🌽

Next target is still $4.72

March Beans 🌱

We just tapped that $10.80 green box

We still have not got a test of that black downward trendline however

That is still the upside objective for now

IF we bust above that black line, the next target is $11.35

New Crop Beans 🌱

Next target is still $10.82 after hitting the $10.54 target

Bigger picture target is $11.50 as that is the potential implied upside move from this head & shoulders pattern we are sitting in

March Wheat 🌾

We exactly topped out at the $5.84 resistance

Bulls need above that

Above that brings more upside

KC Wheat 🌾

We are above the $5.89 resistance

So hopefully this will turn into new support

If not, back in the old range we go

HOW TARIFFS EFFECT DEMAND

🇲🇽 Mexico

Accounts for 40% of corn exports 🌽

🇨🇳 China

Accounts for 47% of bean exports 🌱

🇨🇦 Canada

Accounts for 35% of ethanol exports ⛽️


Generic Cash Sales Tracker

Due to requests here is our generic cash sales trackers.

This does not include any hedge recommendations etc. Simply cash.

This is futures prices.

For old crop there is no percentages as we only recently started tracking our generic sell signals. Future new crop sales will have percentages as we continue to make sales.

This will be included at the bottom of every update.


Past Sell or Protection Signals

We recently incorporated these. Here are our past signals.


Jan 23rd: 🌽 🌱 

Corn & beans old crop sell signal.

CLICK HERE TO VIEW

Jan 15th: 🌽 🌱 

Corn & beans hedge alert/sell signal.

CLICK HERE TO VIEW


Jan 2nd: 🐮 

Cattle hedge alert at new all-time highs & target.

CLICK HERE TO VIEW


Dec 11th: 🌽

Corn sell signal at $4.51 200-day MA

CLICK HERE TO VIEW

Oct 2nd: 🌾 

Wheat sell signal at $6.12 target

CLICK HERE TO VIEW
 

Sep 30th: 🌽 

Corn protection signal at $4.23-26

CLICK HERE TO VIEW
 

Sep 27th: 🌱 

Soybean sell & protection signal at $10.65

CLICK HERE TO VIEW
 

Sep 13th: 🌾 

Wheat sell signal at $5.98

CLICK HERE TO VIEW
 

May 22nd: 🌾 

Wheat sell signal when wheat traded +$7.00

CLICK HERE TO VIEW


Want to Talk?

Our phones are open 24/7 for you guys if you ever need anything or want to discuss your operation.

(605) 295-3100

sfrost@dailymarketminute.com


Hedge Account

Interested in a hedge account? Use the link below to set up an account or shoot Jeremey a call at (605)295-3100.

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Check Out Past Updates

2/4/25

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2/3/25

TARIFFS PUSHED BACK

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1/31/25

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1/30/25

WHEAT BULL ARGUMENT. TRUMP ADDS TARIFFS

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1/29/25

CORN APPROACHES $5.00

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1/28/25

TARIFFS, CORN FUNDS, SOUTH AMERICA & MORE

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1/27/25

HEALTHY CORRECTION WE TALKED ABOUT & TARIFF NEWS

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1/24/25

GRAINS DUE FOR SHORT TERM CORRECTION?

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1/23/25

OUR ENTIRE NEW CROP SALES THOUGHTS & OLD CROP SELL SIGNAL

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1/22/25

GRAINS TAKE A BREATHER. IS CORN IN A BULL OR BEAR MARKET?

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1/21/25

HUGE DAY IN GRAINS. WHAT TO DO WITH OLD CROP VS NEW CROP

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1/20/25

VIDEO CHART UPDATE

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1/17/25

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1/16/25

OLD CROP LEADS US LOWER. MARKETING THOUGHTS

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1/15/25

SIGNAL & HEDGE ALERT QUESTIONS EXPLAINED. IS $6 CORN EVEN POSSIBLE?

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1/14/25

MORE DETAILS ON TODAYS HEDGE ALERT & SELL SIGNAL

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1/14/25

CORN & SOYBEANS HEDGE ALERT/SELL SIGNAL

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1/13/25

USDA GAME CHANGER OR NOT?

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1/10/25

BULLISH USDA FOR CORN & BEANS

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1/9/25

USDA OUT TOMORROW

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1/8/25

2 DAYS UNTIL USDA. BE PREPARED

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1/7/25

THE HISTORY OF THE JAN USDA & MORE

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1/6/25

MAJOR USDA REPORT FRIDAY

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1/3/25

UGLY DAY ACROSS THE GRAINS

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1/2/25

LONG TERM CORN UPTREND? JANUARY DROP OFF IN BEANS? LONG TERM WHEAT FACTORS

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1/2/25

CATTLE HEDGE ALERT

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12/31/24

MASSIVE DAY FOR GRAINS. FLOORS? 2025 SALES? GAME PLAN? CHART BREAKDOWNS

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12/30/24

GRAINS FADE EARLY HIGHS

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12/27/24

STILL LONG TERM UPSIDE POTENTIAL, BUT TAKE ADVANTAGE OF 6 MONTH CORN HIGH

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12/26/24

CORN ABOVE 200-DAY MA. ARGY DRY. BEANS +44 CENTS OFF LOWS

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12/23/24

CORN & BEANS TALE OF 2 STORIES. BEANS REJECT OLD SUPPORT

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12/20/24

PERFECT BOUNCE IN CORN. SIMPLE BEAN BACKTEST BEFORE LOWER?

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12/19/24

THE SOYBEAN PROBLEM. NEW WHEAT LOWS. CORN UPTREND

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12/18/24

BEANS BREAK SUPPORT & OPEN FLOOD GATES

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12/17/24

SINK OR SWIM TIME FOR SOYBEANS

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12/16/24

SOYBEANS & WHEAT FIGHTING LOWS. WILL CORN DEMAND CONTINUE

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12/13/24

POST USDA COOL OFF

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12/12/24

CORN CORRECTION. WHY WE ALERTED SELL SIGNAL YESTERDAY

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12/11/24

USDA PRICED IN? FAIR VALUE OF CORN? BEAN BREAKOUT?

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12/11/24

CORN SELL SIGNAL

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12/10/24

USDA BREAKDOWN

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12/9/24

USDA TOMORROW

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12/6/24

CORN TRYING TO BREAKOUT. MAKING MARKETING DECISIONS

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12/5/24

OPTIMISTIC BOUNCE IN GRAINS

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12/4/24

WHEAT UNDERVALUED? MOST RISK IN BEANS. HAVE A GAME PLAN

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12/3/24

BEANS HOLDING DESPITE LACK OF BULLISH STORY

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12/2/24

TRUMP & BRAZIL HURDLES

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11/27/24

CORN SPREADS, CRUCIAL SPOT FOR BEANS, SEASONALITY SAYS BUY

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11/26/24

TARIFF TALK PRESSURE

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USDA TOMORROW. LONG TERM PATH FOR SUB 10% CORN STOCKS TO USE?

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STRONG JANUARY LEAD TO STRONG YEAR? TARIFFS, CHARTS & MORE