On Air Wednesday

2023-01-25T04:33:20-06:00January 25th, 2023|Quick Takes|

I have a couple media appearances today. First, I'll be on WIBW Radio's Ag Issues program at 6:00 (CT) to talk about the latest in market developments. Then it's Wednesday, so I'll be on RFD-TV at 8:45 (CT). Possible topics? [...]

On Air Tuesday

2023-01-24T06:58:28-06:00January 24th, 2023|Quick Takes|

You Tuesday reminder I'll be on RFD-TV talking markets at 8:15 (CT). Possible Topics: Turnaround Tuesday activity in a number of markets The South American story The Lunar New Year holiday Boxed Beef boxed out Long-term trends moving back into [...]

On Air Monday

2023-01-23T08:16:34-06:00January 23rd, 2023|Quick Takes|

I will be joining my friend Mike Pearson on the Agriculture of America radio talk show at 9:05 (CT) today. Topics: Overnight selling in grain and oilseeds. Interesting numbers in last Friday's CFTC CoT report Cattle on Feed: As expected [...]

Sunday Night Markets

2023-01-22T19:13:40-06:00January 22nd, 2023|Quick Takes|

Let's take a quick trip of checking the traps Sunday night, ahead of an actual 5-day trading week. Financials The US dollar index is slightly weaker while the euro is showing modest strength. US stock index futures are slightly lower [...]

Back in the Office

2023-01-22T16:13:41-06:00January 22nd, 2023|Quick Takes|

I made it back from Sioux Falls, South Dakota today and generally speaking Mother Nature showed her gentler side for a trip north in late January. A bit of housekeeping as I get things cranked up again: Thank you to [...]

Out of the Office

2023-01-20T12:01:02-06:00January 20th, 2023|Quick Takes|

I will be out of the office until Sunday afternoon. You will still be able to reach me by phone and/or text. Unfortunately this means I won't be doing Afternoon Commentary, written or audio, today or covering the January 1 [...]

On Air Wednesday

2023-01-18T07:19:48-06:00January 18th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Possible Topics Include: The resurgent corn market Continued commercial buying in soybeans Wheat still in dormancy Boxed Beef: Recreating the scene from Rocky Lean Hogs: Something wild this [...]

On Air Tuesday

2023-01-17T06:54:55-06:00January 17th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible Topics: The grain and oilseed sector under pressure to start another holiday-shortened week. What the latest CFTC Commitments of Traders report showed us. Where to next for [...]

Monday Night Markets

2023-01-16T19:15:57-06:00January 16th, 2023|Quick Takes|

The markets are getting going again Monday evening and for some it's the first trades of the week. Financials The US dollar index closed higher Monday, completing the bullish spike reversal on its daily chart I talked about in the [...]

On Air Monday

2023-01-16T07:41:14-06:00January 16th, 2023|Quick Takes|

I will be joining my friend Mike Pearson on the Agriculture of America Talk Show at 9:15 (CT) Monday morning. With most markets closed we will be talking about how I assess markets, why I don't pay much attention to [...]

On Air Wednesday

2023-01-11T07:22:32-06:00January 11th, 2023|Quick Takes|

A couple opportunities to hear my thoughts on markets Wednesday morning. First, I'll be making my regular appearance on RFD-TV at 8:45 (CT). Second, I'll be visiting with my friend Mike Pearson on Agriculture of America Talk at 9:00 (CT). [...]

On Air Tuesday

2023-01-10T07:21:18-06:00January 10th, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) Tuesday morning talking markets. Possible Topics, based on well-known Movies: The Quietness of King Corn (The Madness of King George, 1994) The Beans from Brazil (The Boys from Brazil, 1978) [...]

Sunday Night Markets

2023-01-08T19:14:00-06:00January 8th, 2023|Quick Takes|

We are back into a 5-day per week rotation, at least for one week. Here's what things look like as we get this week rolling: Financials: The US dollar index is under light pressure early, posting an early loss of [...]

A Day of Infamy

2023-01-06T05:29:58-06:00January 6th, 2023|Quick Takes|

Good morning everyone. Before I get going on today's Morning Commentary, I want to repost the opening Summary from Afternoon Commentary on January 6, 2021. It's hard to believe it has been two years. I'll likely have more to say [...]

On Air Thursday

2023-01-05T09:11:05-06:00January 5th, 2023|Quick Takes|

I will be on AgWeb/Farm Journal YouTube at 10:30 (CT), talking markets with my friend Michelle Rook. Possible topics include: The continued new-year slide in corn and soybeans Wheat harvests around the world Wacky days out in the Barn (livestock [...]

On Air Wednesday

2023-01-04T07:19:18-06:00January 4th, 2023|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV talking markets at 8:45 (CT). Possible Topics: Corn basis takes a hit to start the new year Beans and Bean Meal = Argentina SRW Wheat and the World The unstoppable Boxed Beef market [...]

On Air Tuesday

2023-01-03T07:03:25-06:00January 3rd, 2023|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT), talking markets. Given ag markets were closed for holiday overnight, perhaps we'll talk about what I see in my cracked crystal ball. Long-term trends in corn, soybeans, and wheat The [...]

On Air Wednesday

2022-12-28T07:03:33-06:00December 28th, 2022|Quick Takes|

A couple of media opportunities Wednesday morning. First, I'll be on RFD-TV at 8:45 (CT) talking markets. Possible topics? A bit of corn basis weakness heading toward 2023 (seasonal) Commercial soybean buying overnight? The incredible boxed beef market Second, I'll [...]

On Air Tuesday

2022-12-27T07:19:06-06:00December 27th, 2022|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV talking markets at 8:15 (CT). At least I think I will. We'll see if the holiday has changed the schedule. Given it is pre-market open, some possible topics: Last Friday's CFTC CoT report [...]

On Air Wednesday

2022-12-21T07:08:46-06:00December 21st, 2022|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Possible Topics: Honestly, it will be difficult to come up with something to talk about. But there is always the Three Kings of Commodities Corn Crude Oil Gold [...]

On Air Tuesday

2022-12-20T07:29:54-06:00December 20th, 2022|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible topics: It's cold. I know it's December, but it is still cold King Corn resting quietly Spread activity in soybeans Noncommercial activity in Chicago wheat Boxed-in Live [...]

On Air Monday

2022-12-19T07:51:43-06:00December 19th, 2022|Quick Takes|

I will be discussing markets with my friend Mike Pearson the Agriculture of America talk show at 9:00 (CT). Possible topics: Strong corn basis Possible soybean export sales The CFTC CoT and Chicago wheat Seasonally bullish diesel fuel Cattle and [...]

Sunday Night Markets

2022-12-18T19:17:52-06:00December 18th, 2022|Quick Takes|

Most market sectors are relatively quiet to start the week, with energies the exception (as usual). I was half joking this afternoon when I mentioned on social media it will be interesting to see how soybean meal trades following Argentina [...]

On Air Wednesday

2022-12-14T07:15:13-06:00December 14th, 2022|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV talking about markets at 8:45 (CT). Possible Topics: What the Fed might say later today King Corn and the Knights of the Round Number Sleepy time for soybeans SRW short covering wraps up [...]

On Air Tuesday

2022-12-13T04:52:10-06:00December 13th, 2022|Quick Takes|

Your Tuesday reminder I'll be on RFD-TV at 8:15 (CT) talking markets. Possible topics today? What lies ahead for crude oil? Corn's short-term turnaround The mystery of the live cattle market Volatility Squeals (as in Lean Hogs) Other I hope [...]

Sunday Night Markets

2022-12-11T19:13:27-06:00December 11th, 2022|Quick Takes|

I didn't see a lot of market making news over the weekend meaning it could her difficult for some markets to break out of the seasonal siesta in which they find themselves (e.g. corn). That being said, there has been [...]

USDA December WASDE

2022-12-09T11:03:35-06:00December 9th, 2022|Quick Takes|

I was interested in what USDA's latest WASDE guess was on soybean production in Brazil and Argentina. Again, it's nothing more than a guess. Brazil: 2021-2022 = 127.0 mmt 2022-2023 (Nov) = 152.0 mmt 2022-2023 (Dec) = 152.0 mmt Argentina [...]

On Air Friday

2022-12-09T04:31:57-06:00December 9th, 2022|Quick Takes|

I will be doing a couple of media appearances Friday morning. I'll be the guest on WIBW Radio (Topeka, KS) Ag Issues program at 6:00 (CT) I'm joining my friend Michelle Rook on Markets Now at 8:30 (CT) As always, [...]

On Air Wednesday

2022-12-07T06:56:02-06:00December 7th, 2022|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 (CT) talking markets. Today's Topics: Continued commercial buying in the oilseed complex Bean oil's overreaction Global energy markets Natural gas rockets higher overnight Boxed beef continues to fall Still an economic [...]

On Air Tuesday

2022-12-06T07:18:58-06:00December 6th, 2022|Quick Takes|

Your Tuesday reminder I will be on RFD-TV at 8:15 (CT) talking markets. Possible Topics: The meltdown in boxed beef The Bearishness that is Chicago Wheat Energy sector takes center stage this week Is cash corn a buy? The supernova [...]

On Air Monday

2022-12-05T07:37:24-06:00December 5th, 2022|Quick Takes|

I will be talking markets on the Agriculture of America talk show at 9:00 (CT) Monday morning. Possible topics include: Global Crude Oil markets The other Kings of Commodities (Corn and Gold) Latest CFTC numbers for SRW Wheat and maybe, [...]

Sunday Night Markets

2022-12-04T19:13:47-06:00December 4th, 2022|Quick Takes|

It was another busy weekend for market news. Domestically, a former US president called for the termination of the US Constitution. I wish I was kidding. I'll be talking more about this in my next Weekly Column. OPEC+ kept its [...]

On Air Wednesday

2022-11-30T04:49:11-06:00November 30th, 2022|Quick Takes|

Your Wednesday reminder I will be on RFD-TV at 8:45. As always, there is plenty to talk about. The end of another month is upon us. OPEC canceling its meeting, though I need to find out more about this. Continued [...]

On Air Tuesday

2022-11-29T06:49:34-06:00November 29th, 2022|Quick Takes|

Your Tuesday reminder I will be on RFD-TV at 8:15 (CT) talking markets. A lot to talk about again including: Noncommercial long liquidation in grains and oilseeds Yet basis continues to strengthen in corn and soybeans Lackluster livestock markets US [...]

On the Air Monday

2022-11-28T08:18:32-06:00November 28th, 2022|Quick Takes|

I have a couple of media opportunities that have come up this morning. I will be talking with Michelle Rook on Markets Now at 8:40 (CT) and my good friend Mike Pearson on Agriculture of America at 9:00 (CT) A [...]

Sunday Night Markets

2022-11-27T19:16:35-06:00November 27th, 2022|Quick Takes|

We have officially entered the holiday season between the extended US Thanksgiving Holiday week and New Year. This time of year has a few seasonal characteristics, most notably lower trade volume and what is called a Santa Claus rally in [...]

Sunday Night Markets

2022-11-20T19:12:51-06:00November 20th, 2022|Quick Takes|

A quick scan of market news doesn't show me much Sunday evening. While this isn't to say major news won't develop, it seems all anyone wants to talk about is Thanksgiving 2022 inflation. Your's truly will be doing the same [...]

RFD-TV Reminder

2022-11-16T07:15:32-06:00November 16th, 2022|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV talking markets at 8:45 (CT). Today's topics could include: Missile Markets Corn and Soybean basis continues to rocket higher Boxed Beef has been shot down The US dollar index free falling out of [...]

RFD-TV Reminder

2022-11-15T07:02:54-06:00November 15th, 2022|Quick Takes|

Your Tuesday Reminder I'll be on RFD-TV at 8:15 (CT) talking markets. A few big questions this morning: How can both the US dollar index and wheat move lower at the same time? How can corn go down when it [...]

Sunday Night Markets

2022-11-13T19:13:23-06:00November 13th, 2022|Quick Takes|

A scan of market-related headlines for the weekend shows me a number of reruns: FTX bankruptcy, the fallout and subsequent ripple effects are still unknown. Though it is humorous that some of the “famous” investor pitchmen on financial television who [...]

FTX: The Basics

2022-11-11T15:32:59-06:00November 11th, 2022|Quick Takes|

A good friend called me this afternoon, wanting to know if I could explain what was happening with FTX. I couldn't. My friend suggested I contact my son Ben, knowing he was likely tracking what was happened. As always, thank [...]

On the Air

2022-11-09T06:53:00-06:00November 9th, 2022|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV talking markets at 8:45 (CT). I have to admit, I'm not looking forward to today's topics: Post election markets Pre report markets We'll see what happens though. I hope you will join us.

On the Air

2022-11-08T06:54:44-06:00November 8th, 2022|Quick Takes|

Your Tuesday reminder I will be on RFD-TV this morning at 8:15 (CT). Topics? I will need a stiff drink to get through some of these possibilities: Tuesday's US mid-term elections Wednesday's USDA Supply and Demand nonsense What I'd rather [...]

On Air

2022-11-07T08:28:06-06:00November 7th, 2022|Quick Takes|

I will be joining my friend Mike Pearson on this morning's edition of Agriculture of America at 9:05 (CT). Mike sent me a list of topics that included much of what I talked about in my latest Column. I hope [...]

Sunday Night Markets

2022-11-06T19:14:23-06:00November 6th, 2022|Quick Takes|

A scroll through the news doesn't show me much happening this weekend, with most of the attention on Hollywood celebrities changing their Twitter names to "Elon Musk" in an ongoing battle over blue check marks. So yes, it was a [...]

On Air Thursday

2022-11-03T08:12:54-05:00November 3rd, 2022|Quick Takes|

I will be joining my friend Michelle Rook for AgWeb's Market Now opening markets segment this morning at 8:30 (CT). I will repost a link as soon as one becomes available. Topics will be much the same as the rest [...]

RFD-TV Reminder

2022-11-02T06:37:50-05:00November 2nd, 2022|Quick Takes|

I will be on RFD-TV this morning at 8:45. As always there is a lot to talk about. The Black Sea corridor reopening for grain shipments. Wednesday's expected US FOMC interest rate hike. All this happening on a Wednesday, the [...]

On Air Today

2022-11-01T04:08:11-05:00November 1st, 2022|Quick Takes|

Good morning everyone. I will be On Air a couple times today: First, I'm the guest on WIBW Radio (Topeka, KS) Ag Issues program at 6:00 (CT). You can listen live online. Second, it's a Tuesday, so I'll be on [...]

Sunday Night Markets

2022-10-30T19:19:54-05:00October 30th, 2022|Quick Takes|

There were three big stories that could possibly move markets over the weekend: There are differing reports coming out of Ukraine, with initial headlines saying Russia was closing the grain shipment corridor out of Ukrainian Black Sea ports. Later stories [...]

RFD-TV Reminder

2022-10-26T06:52:59-05:00October 26th, 2022|Quick Takes|

Your Wednesday reminder I'll be on RFD-TV at 8:45 talking markets. Possible topics include: Big picture items like the potential for a changing flow of global investment money What the explosion in boxed beef markets is telling us about the [...]

RFD-TV Reminder

2022-10-19T06:31:20-05:00October 19th, 2022|Quick Takes|

Your Wednesday reminder I will be on RFD-TV talking markets at 8:45 (CT). Possible topics: More discussions about basis, possibly soybeans this time around. Follow-up to Tuesday's discussion of corn basis, more tales of desperation. Stock Markets The Benjamin Franklin [...]

Media Update

2022-10-18T05:19:33-05:00October 18th, 2022|Quick Takes|

Good morning everyone. You will have a couple chances to catch me On Air today. First, I will be making my regular 8:15 (CT) appearance on RFD-TV. As always there should be a lot to talk about. Second, I will [...]

Sunday Night Markets

2022-10-16T19:15:56-05:00October 16th, 2022|Quick Takes|

Good evening everyone. I'm not seeing much in the way of news Sunday evening, with most of the chatter having to do with Chinese President Xi's speech at the opening ceremony of the Communist Party National Congress. What he said [...]

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