UGLY DAY: BRAZIL, RISKS, & MARKETING STRATEGIES

AUDIO COMMENTARY

  • Brazil got rains and the forecasts show cool/wet

  • Bean estimates dropping, so crop still getting smaller. But is it getting small enough to where it will cause enough demand to ration prices?

  • What Brazil yield is priced into the market?

  • Beans hammered yet spreads firmed, is friendly

  • Need to sell? Here is some strategies

  • Marketing strategies for both bulls & bears

  • New lows in corn, what bulls need

  • Is the Brazil corn situation underrated?

  • Risks this year, particularly in corn

Listen to today’s audio below


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RAINS & BRAZIL ESTIMATES

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SHORT TERM RISK & LONG TERM UPSIDE