That’s What Friends are For
Afternoon Summary: While there wasn’t much in the way of market moving news early this morning, a check of the headlines Tuesday afternoon – well – let me start with [...]
December Corn Daily
As I mentioned in the latest Weekly Analysis, the Dec26 minor (short-term) trend was in position to turn up after last Friday's selloff overshot secondary (intermediate-term) technical support. If a [...]
Sunday Night Markets
While I continue to believe the weekly close is more important than the weekly open, given the headlines we saw late Friday (the US president buying diesel fuel from his [...]
Diesel Dos and Don’ts
I’ve started this Column a number of times over the past few weeks but continue to be interrupted by the latest actions and statements by the US president. The flurry [...]
Soybean Meal
The Soybean Meal market started its 2026-27 marketing year when the calendar page turned from September to October. As we see with its seasonal indexes, the first half of the [...]
December Cotton
The December 2026 Cotton contract continues to follow its seasonal tendencies relatively well. This sets the stage for what could be an interesting next couple weeks. Let's take a look [...]
Diesel Fuel
Theoretical Positions End-Users may have gone long the futures market last winter near $2.2180. Investors may have also gone long near $2.2180. Fundamentally, diesel fuel remains bullish (see below). Trend [...]
Live Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. National average basis remains strong but seasonally volatile (see Basis Analysis). Investors are likely long [...]
Feeder Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures. Investors are likely on the sidelines, waiting for a clear buy signal. Trend Analysis The November contract extended [...]
Soybean Oil
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
Theoretical Positions End-Users Would still be long the cash market. No additional purchases should be made given the market looks to have rolled over into a downtrend (see below). Investors [...]
