Author: Jeff Kaprelian

Afternoon Grain and Cattle Recap

Grains – Jeff Kaprelian Grains finished mostly lower today with wheat being the only thing able to squeeze out a slightly higher close. Weather and export sales were the drivers of the day, and Dan covered that well this morning. So this afternoon I’m going to talk about the USDA’s…

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Risk Management Update

No new updates this week Corn 2020/2021 Sell 20% of expected production at 415’0 (Filled 4/12/19) 2019/20 Sell 10% of expected production at 420’4 (Filled 5/1/18) Buy 420’0 CZ9 calls on 50% of expected production at 21’0 (Filled 10/17/18) Sold 50% of expected production at 420’0 futures/HTA (Filled 5/24/19) 2018/19 We have been…

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Afternoon Grain Market Recap

By: Jeff Kaprelian Grains slid today as cooler weather made its way into the Midwest after last week’s intense heat. Without a significant number of fund shorts in the corn market we’ll need bullish news every day to sustain the market. Otherwise the longs will get stale and exit. Should…

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Commitments of Traders Analysis

By: Jeff Kaprelian Corn Commercials were net sellers on the week after adding 12,072 new longs and 24,641 new shorts. Funds were net buyers after getting out of 532 longs and 15,547 shorts. The commercial net short is now quite large, though funds still have room to buy if they…

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Afternoon Grain Market Recap

By: Jeff Kaprelian – Grains finished higher across the board as traders lost interest in the selloff. We were trading into weak support, and the market finally came to terms that it’s awfully hot out there with a fair amount of corn tasseling. Perhaps the biggest news of the day…

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