Cotton
Theoretical Positions Hedgers: Remaining 2026 production could’ve been sold near the recent weekly close of 86.33 based on both trend and seasonal analysis (see below). If holding 2026 production, additional [...]
Live Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. National average basis remains strong but seasonally volatile (see Basis Analysis). Investors are likely long [...]
Feeder Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures. Investors could’ve gotten long the market during this secondary uptrend. Trend Analysis The November contract extended its secondary [...]
Diesel Fuel
Theoretical Positions End-Users may have gone long the futures market last winter near $2.2180. Investors may have also gone long near $2.2180. Fundamentally, diesel fuel remains bullish (see below). Trend [...]
Soybean Oil
Theoretical Positions End-Users May be buying on an as-needed basis at this time. Investors Have likely moved to the sidelines until a clear trend develops. TrendAnalysis The December futures contract [...]
Soybean Meal
Theoretical Positions End-Users Would still be long the cash market. No additional purchases should be made given the market is in a downtrend (see below). Investors Would’ve gone long Dec [...]
Diesel Fuel
Theoretical Positions End-Users may have gone long the futures market last winter near $2.2180. Investors may have also gone long near $2.2180. Fundamentally, diesel fuel remains bullish (see below). Trend [...]
Live Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. National average basis remains strong but seasonally volatile (see Basis Analysis). Investors are likely long [...]
Feeder Cattle
Theoretical Positions Producers have likely been sellers in both cash and futures. Investors could've gotten long the market during this secondary uptrend. Trend Analysis The November contract extended its secondary [...]
Soybean Oil
Theoretical Positions End-Users May be buying on an as-needed basis at this time. Investors Have likely moved to the sidelines until a clear trend develops. TrendAnalysis The December futures contract [...]