Weekly Analysis – Page 12 – Darin Newsom Analysis

Soybean Meal

Soybean Meal

Darin Newsom2025-09-27T02:25:47-05:00September 27th, 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 [...]

Cotton

Cotton

Darin Newsom2025-09-27T02:01:14-05:00September 27th, 2025|Softs, Weekly Analysis|

Theoretical Positions: Producers: Some expected 2025 production could’ve been locked in near 70.0 cents Traders: Investment traders are likely on the sidelines at this time Seasonal Analysis: Bearish The December [...]

Corn: Futures

Corn: Futures

Darin Newsom2025-09-27T01:47:01-05:00September 27th, 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 Newsom2025-09-27T01:32:28-05:00September 27th, 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 [...]

WTI Crude Oil

WTI Crude Oil

Darin Newsom2025-09-13T10:21:16-05:00September 13th, 2025|Energies, Weekly Analysis|

Theoretical Positions: Traders are likely on the sidelines, though keeping an eye on what looks to be a building seasonal turn (see below). Seasonal Analysis: Bullish Seasonally, the market tends [...]

Diesel Fuel

Diesel Fuel

Darin Newsom2025-09-13T10:16:41-05:00September 13th, 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 The spot-month contract tends to rally [...]

Gold

Gold

Darin Newsom2025-09-13T10:08:22-05:00September 13th, 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. Trend: Up All we need [...]

Live Cattle

Live Cattle

Darin Newsom2025-09-13T09:56:52-05:00September 13th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash cattle can continue to be sold when ready. Seasonal Analysis: Bullish The October issue tends to rally from the first weekly close of September through the last [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-09-13T09:47:26-05:00September 13th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash sales can continue to be made when cattle are ready. Seasonal Analysis: Neutral The October issue tends to post a move sideways from the last weekly close [...]

Lean Hogs

Lean Hogs

Darin Newsom2025-09-13T09:36:03-05:00September 13th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Producers can continue to sell cash hogs when ready to take advantage of the high Cash Index and futures prices. Seasonal Analysis: Bullish The December contract tends to [...]

SRW Wheat

SRW Wheat

Darin Newsom2025-09-13T08:19:46-05:00September 13th, 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 [...]

HRW Wheat

HRW Wheat

Darin Newsom2025-09-13T08:08:15-05:00September 13th, 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 Newsom2025-09-13T07:53:48-05:00September 13th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Cash sales have likely been made during harvest. Additional sales could be postponed given the National HRS Index looks to have moved into a seasonal uptrend. Seasonal Analysis: [...]

Soybeans

Soybeans

Darin Newsom2025-09-13T07:41:26-05:00September 13th, 2025|Oilseeds, Weekly Analysis|

Theoretical Positions: Unhedged bushels can be sold at harvest. If hedged in the November futures contract, we can look for opportunities to roll forward to January or March. For further [...]

Soybean Meal

Soybean Meal

Darin Newsom2025-09-13T07:27:59-05:00September 13th, 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 Newsom2025-09-13T07:21:11-05:00September 13th, 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 Newsom2025-09-13T05:57:37-05:00September 13th, 2025|Softs, Weekly Analysis|

Theoretical Positions: Producers: Some expected 2025 production could’ve been locked in near 70.0 cents Traders: Investment traders are likely on the sidelines at this time Seasonal Analysis: Bearish The December [...]

Corn: Futures

Corn: Futures

Darin Newsom2025-09-13T05:35:10-05:00September 13th, 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 Newsom2025-09-13T05:18:17-05:00September 13th, 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 [...]

WTI Crude Oil

WTI Crude Oil

Darin Newsom2025-09-06T11:09:00-05:00September 6th, 2025|Energies, Weekly Analysis|

Theoretical Positions: Traders are likely on the sidelines, though keeping an eye on what looks to be a building seasonal turn (see below). Seasonal Analysis: Bullish Seasonally, the market tends [...]

Diesel Fuel

Diesel Fuel

Darin Newsom2025-09-06T11:01:37-05:00September 6th, 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 The spot-month contract tends to rally [...]

Gold

Gold

Darin Newsom2025-09-06T10:53:13-05:00September 6th, 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. Trend: Up All we need [...]

Live Cattle

Live Cattle

Darin Newsom2025-09-06T10:41:40-05:00September 6th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash cattle can continue to be sold when ready. Seasonal Analysis: Bullish The October issue tends to rally from the first weekly close of September (last week) through [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-09-06T10:30:50-05:00September 6th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Cash sales can continue to be made when cattle are ready. Seasonal Analysis: Bearish The October issue tends to post a high weekly close the first week of [...]

Lean Hogs

Lean Hogs

Darin Newsom2025-09-06T09:35:23-05:00September 6th, 2025|Livestock and Dairy, Weekly Analysis|

Theoretical Positions: Producers can continue to sell cash hogs when ready to take advantage of the high Cash Index and futures prices. Seasonal Analysis: Bullish The October contract tends to [...]