Darin Newsom

PM Commentary: Back on Schedule

Darin Newsom2026-09-08T15:19:37-05:00September 8th, 2026|Commentary, Spoken Commentary|

Back on Schedule

Back on Schedule

Darin Newsom2026-09-08T15:18:00-05:00September 8th, 2026|Afternoon Commentary, Commentary|

Afternoon Summary: It was interesting to watch the commodity complex as the early Manic markets morphed into typical Turnaround Tuesday activity. Recall WTI crude oil rallied as much as $3.25 [...]

Corn

Corn

Darin Newsom2026-09-08T11:26:02-05:00September 8th, 2026|Price Distribution|

When we put the Corn market under the microscope of Price Distribution Analysis, things get interesting. Let's start with December corn futures. The past three Tuesday-to-Tuesday noncommercial positioning weeks, from [...]

Soybean Crush: July 2026

Soybean Crush: July 2026

Darin Newsom2026-09-08T10:34:35-05:00September 8th, 2026|Commentary, Report Commentary|

The June 2026 Oilseed Crushings report from USDA/NASS was released on Monday, August 3. 222 mb (6.66 million tons, just for fun) of soybeans were reportedly crushed during July (31 [...]

AM Commentary: The Last Manic Tuesday

Darin Newsom2026-09-08T05:29:06-05:00September 8th, 2026|Commentary, Spoken Commentary|

The Last Manic Tuesday

The Last Manic Tuesday

Darin Newsom2026-09-08T05:26:24-05:00September 8th, 2026|Commentary, Morning Commentary|

Morning Summary: By my count, the weekend just past is the last US 3-day holiday weekend of 2026 meaning this should be the last Manic Tuesday of the year. That [...]

Monday Night Markets

Monday Night Markets

Darin Newsom2026-09-07T19:10:56-05:00September 7th, 2026|Quick Takes|

The last US 3-day holiday weekend has come and gone, at least for now. Global markets were open Monday, and are trading again Monday night. US Treasury futures are in [...]

DNAI In-House Algorithm Summary

DNAI In-House Algorithm Summary

Darin Newsom2026-09-06T07:05:56-05:00September 6th, 2026|Weekly Analysis|

We created this summary of weekly (intermediate-term) DNAI algorithm readings from what Ben sends me each week, with highlights: Yellow: A change within the same reading (e.g. Long/Neutral to Long/Reduce) [...]

Diesel Fuel

Diesel Fuel

Darin Newsom2026-09-06T06:45:02-05:00September 6th, 2026|Energies, Weekly Analysis|

Theoretical Positions End-Users may have gone long the futures market the futures market last winter near $2.2180. Investors may have also gone long near $2.2180. I do not have a [...]

Cotton

Cotton

Darin Newsom2026-09-06T06:37:23-05:00September 6th, 2026|Softs, Weekly Analysis|

Theoretical Positions Hedgers remaining 2026 production could be sold near last Friday's close based on both trend and seasonal analysis (see below). Investors could sell the December contract near last [...]

Live Cattle

Live Cattle

Darin Newsom2026-09-06T06:16:27-05:00September 6th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. National average basis remains strong, (see Basis Analysis), so cattle should be moved when ready. [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2026-09-06T06:04:30-05:00September 6th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers have likely been sellers in both cash and futures. Investors are likely on the sidelines, waiting for a clear buy signal. Otherwise, they could still be short [...]

Lean Hogs

Lean Hogs

Darin Newsom2026-09-06T05:52:35-05:00September 6th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers Might’ve established short hedges the week of March 9 as the October issue completed a bearish key reversal on its weekly chart. October closed that week at [...]

SRW Wheat

SRW Wheat

Darin Newsom2026-09-06T05:17:07-05:00September 6th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Most of 2026 production has likely been sold. However, if still holding bushels, final sales can be made near last Friday's close based on the completion of [...]

HRW Wheat

HRW Wheat

Darin Newsom2026-09-06T05:08:22-05:00September 6th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Most of 2026 production has likely been sold. However, if still holding bushels, given the market is in the upper percentages of its historic price ranges (1, [...]

HRS Wheat

HRS Wheat

Darin Newsom2026-09-06T04:53:53-05:00September 6th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Can make sales of newly harvested cash bushels. Investors Would’ve gone long the September issue near $6.1875, the close on Thursday, July 2 based on the completion [...]

Soybeans

Soybeans

Darin Newsom2026-09-05T09:04:51-05:00September 5th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions Hedgers Cash sales of expected 2026 and 2o27 production can continue to be made based on historically high Nov26 and Nov27 futures prices (see below). Investors May have [...]

Soybean Oil

Soybean Oil

Darin Newsom2026-09-05T08:43:47-05:00September 5th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions End-Users May be buying on an as-needed basis at this time. Investors Have likely moved to the sidelines until a clear trend develops. TrendAnalysis The December futures contract [...]

Soybean Meal

Soybean Meal

Darin Newsom2026-09-05T08:32:24-05:00September 5th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions End-Users Would still be long the cash market. Investors Would’ve gone long Dec futures near $304.50, the close on Friday, June 26, 2026. Dec completed a bullish spike [...]

Corn

Corn

Darin Newsom2026-09-05T08:11:15-05:00September 5th, 2026|Grain, Weekly Analysis|

Theoretical Positions Producers Cash sales have been made during the ongoing uptrend due to high price distribution Based on seasonal, price distribution, volatility, and long-term technical analysis: December $5.00 calls [...]

Feed Corn

Feed Corn

Darin Newsom2026-09-05T07:18:36-05:00September 5th, 2026|Grain, Weekly Analysis|

Theoretical Positions End Users Cash needs for the 2026-2027 marketing year (September 2026 through August 2027) might’ve been covered when the National Corn Index posted a new 4-week high weekly [...]

Corn

Corn

Darin Newsom2026-09-05T06:15:50-05:00September 5th, 2026|Basis|

Corn national average basis remains weak. Last week’s calculation came in at 44.5 cents under December futures (solid green line). as compared to the previous week’s figure of 48.5 cents [...]

Soybeans

Soybeans

Darin Newsom2026-09-05T05:58:47-05:00September 5th, 2026|Basis|

The soybean national average basis market remains neutral. Last week’s calculation came in at 50.75 cents under the November contract (solid green line) as compared to the previous week’s figure [...]

HRW Wheat

HRW Wheat

Darin Newsom2026-09-05T05:44:05-05:00September 5th, 2026|Basis|

The HRW wheat national average basis market remains neutral-to-weak. Last week’s calculation came in at 69.75 cents under December futures (solid green line) as compared to the previous week’s 73.0 [...]

SRW Wheat

SRW Wheat

Darin Newsom2026-09-05T05:36:29-05:00September 5th, 2026|Basis|

SRW wheat national average basis remains neutral. Last week’s calculation came in at 71.5 cents under December futures (solid green line) as compared to the previous week’s 75.75 cents under [...]

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