Weekly Analysis – Page 13 – Darin Newsom Analysis

HRW Wheat

HRW Wheat

Darin Newsom2025-09-06T09:00:32-05:00September 6th, 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 Newsom2025-09-06T08:50:51-05:00September 6th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: 2025 production should be sold at this point. If reownership was put in place with long Dec25 futures, then sell stops would be below this past week's low [...]

HRS Wheat

HRS Wheat

Darin Newsom2025-09-06T08:36:27-05:00September 6th, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Cash sales have likely been made during harvest. Producers could wait to see if a seasonal uptrend develops, though increasingly bearish fundamentals may keep this from happening. Seasonal [...]

Soybeans

Soybeans

Darin Newsom2025-09-06T08:10:30-05:00September 6th, 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 Newsom2025-09-06T06:40:43-05:00September 6th, 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 Newsom2025-09-06T06:28:20-05:00September 6th, 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 Newsom2025-09-06T08:12:05-05:00September 6th, 2025|Softs, Weekly Analysis|

Theoretical Positions: Producers: Dec tends rally from the third weekly close of July through the last weekly close of August (see below) Some expected 2025 production could’ve been locked in [...]

Corn: Futures

Corn: Futures

Darin Newsom2025-09-06T08:12:33-05:00September 6th, 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 Newsom2025-09-06T05:29:35-05:00September 6th, 2025|Grain, Weekly Analysis|

Theoretical Positions: End-users: Cash needs can continue to be covered more aggressively based on the bullish seasonal turn. Seasonal Analysis: Mixed Seasonally, the Index tends to trend down from the [...]

Corn: New-Crop (Update)

Corn: New-Crop (Update)

Darin Newsom2025-09-03T13:32:05-05:00September 3rd, 2025|Grain, Weekly Analysis|

I just had an interesting conversation with a friend from Minnesota regarding possible reownership strategies for 2025 corn. Here was the latest Theoretical Positions for Hedgers (posted Saturday, August 30): [...]

WTI Crude Oil

WTI Crude Oil

Darin Newsom2025-09-01T06:57:17-05:00September 1st, 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 Newsom2025-09-01T06:51:34-05:00September 1st, 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 Newsom2025-09-01T06:39:45-05:00September 1st, 2025|Metals, Weekly Analysis|

Theoretical Positions: Traders are likely still long cash, futures, and Exchange Traded Funds (ETFs) for reasons other than technical or fundamental. Seasonal Analysis: Bullish Seasonally, the Index tends to trend [...]

Live Cattle

Live Cattle

Darin Newsom2025-09-01T06:31:03-05:00September 1st, 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 post a short-term high weekly close the first week of August [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-09-01T06:22:10-05:00September 1st, 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 Newsom2025-09-01T06:12:19-05:00September 1st, 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. Short hedges of deferred contracts may have been [...]

HRW Wheat

HRW Wheat

Darin Newsom2025-09-01T05:39:13-05:00September 1st, 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 Newsom2025-09-01T05:27:05-05:00September 1st, 2025|Weekly Analysis, Wheat|

Theoretical Positions: The July issue could’ve been sold near the weekly close of $6.17 (February 21) based on a bearish spike reversal on the contract’s weekly chart. Newly harvested cash [...]

HRS Wheat

HRS Wheat

Darin Newsom2025-09-01T05:12:36-05:00September 1st, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Cash sales have likely been made during harvest. However, if the Index posts a new 4-week high, these sales could be put on hold as the market begins [...]

Soybean Meal

Soybean Meal

Darin Newsom2025-09-01T04:58:18-05:00September 1st, 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 Newsom2025-09-01T04:44:36-05:00September 1st, 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 Newsom2025-09-01T04:26:52-05:00September 1st, 2025|Softs, Weekly Analysis|

Theoretical Positions: Producers: Dec tends rally from the third weekly close of July through the last weekly close of August (see below) Some expected 2025 production could’ve been locked in [...]

Soybeans

Soybeans

Darin Newsom2025-08-30T06:52:40-05:00August 30th, 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. Trend: Sideways [...]

Corn: New-Crop

Corn: New-Crop

Darin Newsom2025-08-30T06:24:20-05:00August 30th, 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: Old-Crop

Corn: Old-Crop

Darin Newsom2025-08-30T06:01:42-05:00August 30th, 2025|Grain, Weekly Analysis|

Theoretical Positions: End-users: Cash needs can continue to be covered more aggressively based on the bullish seasonal turn. Seasonal Analysis: Bearish Seasonally, the Index tends to trend down from the [...]