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

AUDIO COMMENTARY

  • Failures on charts led to technical selling

  • Have protection on here

  • Why I think this is a head fake

  • No weather story in the US

  • Main difference between this year & last

  • Not all of this crop got put in perfect

  • Summer outlook hot but doesn’t matter here

  • Less than 10% chance we lower yields in June

  • There is plenty of downside risk

  • I think the seasonals are going to work

  • A negative USDA report could be the turning point

  • Whether you should be patient or not depends on your situation

  • Options got cheap again. Protecting isn’t expensive

  • What you do NOT want to do

  • Get yourself comfortable

  • With volatility comes opportunities

  • What to do for guys that made sales vs didn’t make sales

  • Funds still too short to not want to cover?

Listen to today’s audio below


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Next


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Previous

4 STRAIGHT DAYS OF LOSSES IN GRAINS

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PLANTING DELAY STORY VANISHES. BUT IS REAL STORY OVER?