Weekly Analysis – Page 9 – Darin Newsom Analysis

Cotton

Cotton

Darin Newsom2025-11-08T08:37:41-06:00November 8th, 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 based on the technical uptrend in the March futures contract [...]

Corn: Futures

Corn: Futures

Darin Newsom2025-11-08T08:24:45-06:00November 8th, 2025|Grain, Weekly Analysis|

Theoretical Positions: Investors (see Monthly Analysis) Dec25 $4.20 calls bought for 20.0 cents could be sold for 10 cents or more Based on the move to a minor (short-term) downtrend [...]

Corn: Cash

Corn: Cash

Darin Newsom2025-11-08T08:08:17-06:00November 8th, 2025|Grain, Weekly Analysis|

Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on the bullish seasonal tendency of the National Corn Index (national average cash price) through [...]

Live Cattle

Live Cattle

Darin Newsom2025-11-02T06:59:00-06:00November 2nd, 2025|Livestock and Dairy, Weekly Analysis|

There isn’t much one can say or do when the government, even if that means one person, takes control of a market. Theoretical Positions: Cash cattle can continue to be [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-11-02T06:52:40-06:00November 2nd, 2025|Livestock and Dairy, Weekly Analysis|

There isn’t much one can say or do when the government, even if that means one person, takes control of a market. Theoretical Positions: Cash sales can be made when [...]

Lean Hogs

Lean Hogs

Darin Newsom2025-11-02T06:44:54-06:00November 2nd, 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 Newsom2025-11-02T06:39:13-06:00November 2nd, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Investment Traders: Dec25 (or March26) could’ve been bought near the recent weekly close of $4.9150 ($5.11) With stops below the previous 4-week lows of $4.7725 ($4.9875) Trend: Up [...]

SRW Wheat

SRW Wheat

Darin Newsom2025-11-02T06:32:50-06:00November 2nd, 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’ve been bought near the recent [...]

HRS Wheat

HRS Wheat

Darin Newsom2025-11-02T06:27:48-06:00November 2nd, 2025|Weekly Analysis, Wheat|

Theoretical Positions: Cash sales have likely been made during harvest. If new longs are established near last Friday's closes (Dec at $5.53, March at $5.73) then sell stops would be [...]

Soybeans

Soybeans

Darin Newsom2025-11-02T06:21:30-06:00November 2nd, 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 Newsom2025-11-02T06:14:01-06:00November 2nd, 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 Newsom2025-11-02T06:08:31-06:00November 2nd, 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 Newsom2025-11-02T05:57:51-06:00November 2nd, 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 Newsom2025-11-02T05:49:42-06:00November 2nd, 2025|Grain, Weekly Analysis|

Theoretical Positions: Investors (see Monthly Analysis) Hedgers If cash is sold and short hedges lifted, producers could look at buying March or May futures or call options May in-the-money $4.40 [...]

Corn: Cash

Corn: Cash

Darin Newsom2025-11-02T05:37:05-06:00November 2nd, 2025|Grain, Weekly Analysis|

Theoretical Positions: End-users: Cash needs through the 2026 summer quarter (June-July-August) should be covered, based on the bullish seasonal tendency of the National Corn Index (national average cash price) through [...]

Live Cattle

Live Cattle

Darin Newsom2025-10-25T06:40:44-05:00October 25th, 2025|Livestock and Dairy, Weekly Analysis|

There isn’t much one can say or do when the government, even if that means one person, takes control of a market. Theoretical Positions: Cash cattle can continue to be [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2025-10-25T06:32:21-05:00October 25th, 2025|Livestock and Dairy, Weekly Analysis|

There isn't much one can say or do when the government, even if that means one person, takes control of a market. Theoretical Positions: Cash sales can be made when [...]

Lean Hogs

Lean Hogs

Darin Newsom2025-10-25T06:24:59-05:00October 25th, 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 Newsom2025-10-25T06:19:07-05:00October 25th, 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 Newsom2025-10-25T06:11:45-05:00October 25th, 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've been bought near the previous [...]

HRS Wheat

HRS Wheat

Darin Newsom2025-10-25T06:02:52-05:00October 25th, 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: Up After extending its secondary (intermediate-term) [...]

Soybeans

Soybeans

Darin Newsom2025-10-25T05:55:35-05:00October 25th, 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 Newsom2025-10-25T05:46:33-05:00October 25th, 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 Newsom2025-10-25T05:38:16-05:00October 25th, 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 Newsom2025-10-25T05:32:57-05:00October 25th, 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 [...]