Weekly Analysis – Page 10 – Darin Newsom Analysis

Corn: Futures

Corn: Futures

Darin Newsom2025-10-25T05:23:57-05:00October 25th, 2025|Grain, Weekly Analysis|

Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]

Corn: Cash

Corn: Cash

Darin Newsom2025-10-25T05:16:07-05:00October 25th, 2025|Grain, Weekly Analysis|

Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]

Live Cattle

Live Cattle

Darin Newsom2025-10-18T07:56:48-05:00October 18th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash cattle can continue to be sold when ready. Additional sell orders could also be placed below previous 4-week lows weekly closes for the various contracts. Trend: Up [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-10-18T07:44:35-05:00October 18th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash sales can be made when cattle are ready. Trend: Up While the November futures contract closed lower last week (green line), I'm going to apply the One [...]

Lean Hogs

Lean Hogs

Darin Newsom2025-10-18T07:32:34-05:00October 18th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Producers can be more aggressive in selling cash hogs based on the move by futures to secondary downtrends (see below). Investment traders are likely short the market. Trend: [...]

HRW Wheat

HRW Wheat

Darin Newsom2025-10-18T06:58:12-05:00October 18th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: 2025 Harvest: Newly harvested bushels could’ve been sold across the scales given the Cash Index seasonal downtrend Producers might’ve locked in a small part of expected 2025 production [...]

SRW Wheat

SRW Wheat

Darin Newsom2025-10-18T06:49:44-05:00October 18th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: 2025 Harvest: Newly harvested bushels could’ve been sold across the scales given the Cash Index seasonal downtrend Investment Traders: Dec25 (or March26) could be bought near Friday's close [...]

HRS Wheat

HRS Wheat

Darin Newsom2025-10-18T06:36:37-05:00October 18th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Cash sales have likely been made during harvest. There is no need to look at a reownership strategy at this time. Trend: Down The December futures contract extended [...]

Soybeans

Soybeans

Darin Newsom2025-10-18T06:23:53-05:00October 18th, 2025|Oilseeds, Weekly Analysis|

Theoretical Positions: Unhedged bushels can be sold at harvest. Short November futures hedges could've been rolled to January covering 70% or more calculated full commercial carry. Basis tends to firm [...]

Soybean Meal

Soybean Meal

Darin Newsom2025-10-18T06:10:52-05:00October 18th, 2025|Oilseeds, Weekly Analysis|

Theoretical Positions: The balance of summer needs as well as fall and winter needs could’ve been covered when the December futures contract moved above the previous 4-week high of $290.50 [...]

Canola

Canola

Darin Newsom2025-10-18T06:02:51-05:00October 18th, 2025|Oilseeds, Weekly Analysis|

Theoretical Positions: Initial sales of new-crop might’ve been made near the weekly close of $641.50 based on the completion of a bearish 2-week reversal. Additional sales could’ve been made near [...]

Cotton

Cotton

Darin Newsom2025-10-18T04:58:55-05:00October 18th, 2025|Softs, Weekly Analysis|

Theoretical Positions: Producers: Some expected 2025 production could’ve been locked in near 70.0 cents Newly harvested supplies could be held given the uptrend in Dec25 futures and the Dec-March futures [...]

Corn: Futures

Corn: Futures

Darin Newsom2025-10-18T04:43:26-05:00October 18th, 2025|Grain, Weekly Analysis|

Theoretical Positions: Investors Short Dec25 positions at roughly $4.60 were covered near $4.01 (Friday, August 15) Short options added roughly 40 cents with 20 cents used to buy Dec25 $4.20 [...]

Corn: Cash

Corn: Cash

Darin Newsom2025-10-18T04:32:01-05:00October 18th, 2025|Grain, Weekly Analysis|

Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on bullish seasonal tendency through the end of May. Producers: Unhedged or Unpriced bushels can [...]

Gold

Gold

Darin Newsom2025-10-04T08:26:19-05:00October 4th, 2025|Metals, Weekly Analysis|

Theoretical Positions: Traders are likely still long cash, futures, and/or Exchange Traded Funds (ETFs) based on Market Rule #1: Don’t get crossways with the trend. Why do central banks and [...]

WTI Crude Oil

WTI Crude Oil

Darin Newsom2025-10-04T08:18:30-05:00October 4th, 2025|Energies, Weekly Analysis|

Theoretical Positions: Traders are likely on the sidelines with the market to low to sell but facing a bearish seasonal turn. Seasonal Analysis: Bearish Seasonally, the market tends to trend [...]

Diesel Fuel

Diesel Fuel

Darin Newsom2025-10-04T08:11:28-05:00October 4th, 2025|Energies, Weekly Analysis|

Theoretical Positions: Traders are likely on the sidelines for now. Cash needs can still be bought on an as needed basis. Seasonal Analysis: Bullish, then Bearish The spot-month contract tends [...]

Live Cattle

Live Cattle

Darin Newsom2025-10-04T07:51:41-05:00October 4th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash cattle can continue to be sold when ready. Additional sell orders could also be placed below previous 4-week lows for the various futures contracts. Seasonal Analysis: Neutral [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-10-04T07:37:46-05:00October 4th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash sales can be made more aggressively given both seasonal and technical analysis. Seasonal Analysis: Bearish (based on 5-year and 10-year seasonal indexes) The November futures contract tends [...]

Lean Hogs

Lean Hogs

Darin Newsom2025-10-04T07:12:08-05:00October 4th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Producers can be more aggressive in selling cash hogs based on the move by futures to secondary downtrends (see below). Seasonal Analysis: Bullish (based on 5-year and 10-year [...]

SRW Wheat

SRW Wheat

Darin Newsom2025-10-04T06:59:31-05:00October 4th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: 2025 production should be sold at this point. Seasonal Analysis: Bullish (based on 5-year and 10-year seasonal indexes) While the 5-year index (red line) shows a normal seasonal [...]

HRW Wheat

HRW Wheat

Darin Newsom2025-10-04T06:49:09-05:00October 4th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: 2025 Harvest: Newly harvested bushels could’ve been sold across the scales given the Cash Index seasonal downtrend Producers might’ve locked in a small part of expected 2025 production [...]

HRS Wheat

HRS Wheat

Darin Newsom2025-10-04T06:34:59-05:00October 4th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Cash sales have likely been made during harvest. Additional sales could be postponed based on the seasonal uptrend in the National HRS Index. Seasonal Analysis: Bullish The National [...]

Soybeans

Soybeans

Darin Newsom2025-10-04T06:22:08-05:00October 4th, 2025|Oilseeds, Weekly Analysis|

Theoretical Positions: Unhedged bushels can be sold at harvest. Short November futures hedges can be rolled to January covering 70% or more calculated full commercial carry. Seasonal Analysis: Neutral November [...]

Soybean Meal

Soybean Meal

Darin Newsom2025-10-04T06:10:32-05:00October 4th, 2025|Oilseeds, Weekly Analysis|

Theoretical Positions: The balance of summer needs as well as fall and winter needs could’ve been covered when the December futures contract moved above the previous 4-week high of $290.50 [...]