HOPE ISN’T A MARKETING PLAN BUT HISTORY REPEATS ITSELF

Written By Sebastian Frost

AUDIO COMMENTARY

  • Key reversal in Chicago wheat

  • Who should be selling vs holding wheat

  • A lot of puke selling sitting over the markets

  • Spreading out risk in your basis contracts

  • Decent signs of bottoming action

  • What is possible in these markets? They tend to do what no one thinks can happen

  • Funds sitting at record shorts. Stages set for a “possible” rally

  • How China is playing us like a fiddle

  • Warmest winter on record

  • Using courage calls now. Do not chase

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Sebastian Frost
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