A Look in the Rearview Mirror
Afternoon Summary: I closed last Friday’s Afternoon Commentary by looking through the windshield and seeing this, “Money is flowing out of equities and into Treasuries as a safe-haven…ahead of next [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, November 03 (Legacy, Futures Only) Corn: Net-long 137,595 contracts (a decrease of 63,677 contracts) HRW Wheat: Net-short 8,176 contracts (an increase of 3,315 contracts) Soybeans: [...]
Breakfast Conversation
Morning Summary: I like the 1983 Eddie Murphy/Dan Akroyd/Jamie Lee Curtis movie Trading Places for a number of reasons. The movie makes a couple good points about commodity trading: The [...]
Have You Met This Guy?
Afternoon Summary: I shouldn’t have, but I laughed often while watching US stock indexes Thursday. I know there are some Main Street investors who are likely losing a large part [...]
Corn Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. Corn at 438 mb (blue column) through Thursday, October 29, a point in the [...]
Soybean Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybeans at 442 mb (blue column) through Thursday, October 29, a point in the [...]
Soybean Meal Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybean meal at 1,462.70 (1,000 st) (blue column) through Thursday, October 29, a point [...]
Soybean Oil Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybean oil at 8.5 (1,000 mt) (blue column) through Thursday, October 29, a point [...]
Cotton Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. upland cotton at 2,164.1 (1,000 running bales) (blue column) through Thursday, October 29, a [...]
Sorghum Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. sorghum at 2 mb (blue column) through Thursday, October 29, a point in the [...]
Wheat Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of all U.S. Wheat at 287 mb (blue column) through Thursday, October 29, a point in [...]
Beef Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. beef at 548.0 1,000 MT (blue column) through Thursday, October 29, a point in the [...]
Pork Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. pork at 1,462.9 1,000 MT (blue column) through Thursday, October 29, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, November 3 (slide 1) showed readings improved a bit over the Northern Plains and Northern Midwest (slide 2). [...]
Blue Bayou
Morning Summary: Wednesday’s post-midterm election theme of “Blue Tsunami”[i] had me thinking all day about the classic Roy Orbison song, and beautifully haunting Linda Ronstadt version, “Blue Bayou”[ii]. What’s a [...]
Four Letter Words
Afternoon Summary: As I watched markets play out Wednesday, the first word that came to mind was a 4-letter word, one that I don’t like to say when discussing markets [...]
A Blue Tsunami
Morning Summary: I turned in early last night, thinking the US mid-term election would take days, if not weeks, to be decided. But I had trouble sleeping, so got up [...]
I Guess He’d Rather Be in Colorado
Afternoon Summary: I debated what title and picture to use for today’s Afternoon Commentary, the choices being “Find a Happy Place” and using one of my pictures from a local [...]