Author: Jeff Kaprelian

Afternoon Grain and Cattle Recap

Grains – Jeff Kaprelian  One announcement before we begin: markets will close early tomorrow for the 4th of July holiday. CBOT grains close at 12:05 central time with Minneapolis wheat and livestock markets at 12:15. There will be no overnight trade on Thursday, and markets will re-open at 8:30 Friday…

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Afternoon Grain and Cattle Recap

Grains – Jeff Kaprelian Grains finished lower and near their daily lows in continuation from Friday’s reports. That, coupled with technical action and an improved weather forecast pressured the markets all day. Of course, we did have a brief jump higher in soybeans after the weekend news that trade negotiations…

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Commitments of Traders Analysis

By: Jeff Kaprelian Corn Commercials jumped out of 47,112 longs and added 1,477 new shorts. The net selling of 48,589 isn’t a great sign. Look at the table above and see how much open interest is stacked on the short side for commercials vs. funds. It’s nearly 7 to 1….

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Afternoon Grain and Cattle Recap

Grains – Jeff Kaprelian Grains finished mixed with corn and beans setting back on technical selling and a warmer forecast, and wheat gaining on lower than expected Canadian plantings. The ten day forecast calls for less rain and a fair amount of heat, which will help with drying. Seasonal outlooks…

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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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