Corn: Cash

2025-10-18T04:32:01-05:00October 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

2025-10-04T08:26:19-05:00October 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 [...]

Diesel Fuel

2025-10-04T08:11:28-05:00October 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 [...]

SRW Wheat

2025-10-04T06:59:31-05:00October 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

2025-10-04T06:49:09-05:00October 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

2025-10-04T06:34:59-05:00October 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

2025-10-04T06:22:08-05:00October 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 [...]

Canola

2025-10-04T04:48:42-05:00October 4th, 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

2025-10-04T04:26:55-05:00October 4th, 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 sold given Dec25 moved to a new 4-week low last week, [...]

Corn: Cash

2025-10-04T03:57:22-05:00October 4th, 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 [...]

HRW Wheat

2025-09-27T03:07:02-05:00September 27th, 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

2025-09-27T02:58:01-05:00September 27th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: 2025 production should be sold at this point. Seasonal Analysis: Bullish While the 5-year index (red line) shows a normal seasonal low the fourth week of August, fitting [...]

HRS Wheat

2025-09-27T02:51:02-05:00September 27th, 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

2025-09-27T02:33:52-05:00September 27th, 2025|Oilseeds, Weekly Analysis|

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

Canola

2025-09-27T05:22:42-05:00September 27th, 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 [...]

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