PUKE SELLING, RAIN MAKES GRAIN & FUNDS RECORD SHORT

AUDIO COMMENTARY

  • Horrible day for grains

  • Biggest daily loss in +1 year for corn & beans

  • Funds decided to sell even more

  • Funds record short corn & getting shorter

  • Forecasts rain in the east with heat vanishing

  • Hurricane bringing relief

  • Market trading trendline yield

  • Is this corn crop 180?

  • Crop conditions improving

  • Bean oil shows what short covering can do

  • Farmers too unsold?

  • Is corn building demand?

  • If China is buying you don’t sell

  • We could go a lot lower short term. Plenty of risk

  • Why this price level helps us go much higher 3-9 months from now

  • Basis contracts & DP

  • If you have storage vs do not

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6/10/24

IS USDA OVERSTATING CROP CONDITIONS? DOES IT MATTER?

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6/6/24

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6/4/24

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6/3/24

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5/31/24

4 STRAIGHT DAYS OF LOSSES IN GRAINS

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5/30/24

I DON’T THINK SEASONAL RALLY IS OVER. WHAT IS THE PLAN IF I’M WRONG?

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5/29/24

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5/28/24

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5/24/24

WET SPRINGS DON’T CREATE RECORD YIELDS, DO THEY?

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5/23/24

MANAGE RISK DESPITE STUPID PRICE POTENTIAL IN GRAINS

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5/22/24

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5/21/24

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5/20/24

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5/17/24

WEATHER MARKET VOLATILITY CONTINUES TO HEAT UP

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5/16/24

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5/15/24

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5/14/24

CORRECTIONS ARE HEALTHY

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5/13/24

FUNDS DON’T WANT TO BE SHORT GRAINS

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5/10/24

PRICE ACTION TELLS DIFFERENT STORY FROM USDA REPORT

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5/9/24

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5/8/24

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5/7/24

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5/2/24

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5/1/24

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RAINS, RECORD FUND SELLING & 2014 COMPS

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THIN HOLIDAY TRADE FOR GRAINS