CHINA, DROUGHT, FUNDS & RISK
AUDIO COMMENTARY
New crop corn targets for managing risk
feel the bottom is in, but here is what needs to happen for confirmation
Funds massive short
China finally buying grain
Levels could be selling
Store corn & sell beans if have to decide
Using inverse & carry
Corn has carry built into late 2026
Hot & dry weather in western corn belt
Soybeans yield could see big swing either way
+180 yield corn is very possible
Definitely risk of high corn yield
Who should have massive amount of puts
How we “could” start a multi year bull market come September and October
Protect your crop insurance payment
If you have to sell off the combine. Puts and play the basis game
There is push on basis. Take your price
Have a plan not using DP
WEATHER
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Check Out Past Updates
7/24/24
BEANS LOWER DESPITE DROUGHT TALK
7/23/24
BACK TO BACK GREEN DAYS FOR CORN & BEANS: MARKETING DECISIONS
7/22/24
BEST DAY FOR GRAINS IN A LONG TIME
7/19/24
DULL MARKETS: STRATEGIES TO USE IN GRAIN MARKETING
7/18/24
DEMAND, CHINA, POLITICAL PRESSURE, & TECHNICALS
7/17/24
DIFFERENT GRAIN MARKETING SCENARIOS YOU MIGHT BE IN
7/16/24
RELIEF BOUNCE FOR GRAINS
7/15/24
GRAINS HAMMERED. TRADE WAR FEAR
7/12/24
USDA REPORT: LOW PRICES CREATING DEMAND
7/11/24
USDA TOMORROW
7/10/24
GRAINS CONTINUE TO GET HAMMERED
7/9/24
RAINS, RECORD FUND SELLING & 2014 COMPS
7/8/24
PUKE SELLING, RAIN MAKES GRAIN & FUNDS RECORD SHORT
7/3/24
THIN HOLIDAY TRADE FOR GRAINS
7/2/24
BEARISH WEATHER, RECORD SHORTS, & CHINA
7/1/24
SUPPLY WILL BE THERE, BUT CAN DEMAND LEAD US HIGHER?
6/28/24
GARBAGE USDA REPORT
6/27/24
BIGGEST USDA REPORT OF YEAR TOMORROW
6/26/24
USDA PREVIEW & COUNTER SEASONAL RALLIES?
6/25/24
POSSIBLE RISKS & OUTCOMES THIS USDA REPORT COULD HAVE
6/24/24
VERY STRONG PRICE ACTION: RAINS & USDA KEY
6/21/24
DON’T PUKE SELL. ARE YOU COMFORTABLE RIDING THIS STORM?
6/20/24
RAIN OR NO RAIN FOR EAST CORN BELT?
6/18/24
WEATHER MARKET ENTERING FULL SWING
6/17/24
SELL OFF CONTINUES DESPITE FRIENDLY FORECASTS
6/15/24
EXACT GRAIN MARKETING SITUATION BREAKDOWNS & WHAT YOU SHOULD BE DOING
6/12/24
USDA SNOOZE: WHAT’S NEXT?
6/11/24
USDA TOMORROW
6/10/24
IS USDA OVERSTATING CROP CONDITIONS? DOES IT MATTER?
6/7/24
WEATHER & USDA NEXT WEEK
6/6/24
ARE GRAIN SPREADS TELLING US SOMETHING?
6/5/24
GRAINS NEARING BOTTOM? 7 DAYS OF RED
Read More
6/4/24
HIGH CORN RATINGS, SCORCHING SUMMER, & RUSSIA CONCERNS
Read More
6/3/24
5TH DAY OF THE SELL OFF. ARE YOU COMFORTABLE?
5/31/24
4 STRAIGHT DAYS OF LOSSES IN GRAINS
5/30/24
I DON’T THINK SEASONAL RALLY IS OVER. WHAT IS THE PLAN IF I’M WRONG?
5/29/24
PLANTING DELAY STORY VANISHES. BUT IS REAL STORY OVER?
5/28/24
GETTING COMFORTABLE WITH GRAIN MARKET VOLATILITY
5/24/24
WET SPRINGS DON’T CREATE RECORD YIELDS, DO THEY?
5/23/24
MANAGE RISK DESPITE STUPID PRICE POTENTIAL IN GRAINS
5/22/24
BEANS NEAR NEW HIGHS. WHAT TO DO WITH WHEAT?
5/21/24
BIG MONEY KEEPS DRIVING WHEAT HIGHER
Read More
5/20/24
ALGOS & BIG MONEY CONTINUE TO MOVE GRAIN PRICES
5/17/24
WEATHER MARKET VOLATILITY CONTINUES TO HEAT UP
5/16/24
SITUATIONAL GRAIN MARKETING
5/15/24
HEDGING VS GUESSING
5/14/24
CORRECTIONS ARE HEALTHY
5/13/24
FUNDS DON’T WANT TO BE SHORT GRAINS
5/10/24
PRICE ACTION TELLS DIFFERENT STORY FROM USDA REPORT
Read More
5/9/24
MARKET PRICING IN NEGATIVE REPORT. WHAT TO EXPECT FROM USDA
5/8/24
USDA IN 2 DAYS
5/7/24
WHO SHOULD WAIT FOR TRIGGERS NOT TARGETS
Read More
5/6/24
GRAINS HIGHEST IN 4 MONTHS
Read More
5/3/24
SEASONAL RALLY JUST BEGINNING OR BULL TRAP?
5/2/24
ARE THE TIDES STARTING TO TURN?
5/1/24