Market Commentary

Daily Comments

We had one pleasant surprise in last week’s export sales, which comes via wheat.  For the week ending the 7th of July, we sold 1,017,200 MT or 37.4 million bushels.  China was the top purchaser with 265.3k MT, followed by South Korea taking 148.4k and Mexico stepping in for 91.3k. …

Read More

Read More

Daily Comments

Outside of the fact that ending stocks estimates, both domestic and global, were a bit higher than trade estimates, you would be hard pressed to really suggest much of anything in the reports issued by Uncle Sam yesterday were negative. Still, of course, the market reaction would have indicated otherwise….

Read More

Read More

Daily Comments

My-oh-my, Monday turned out to be a rather disheartening day for bulls in the grain and soy markets.  After having gapped higher in several different commodities and reaching up to the highest levels traded in a couple of weeks, we made an abrupt about-face for the close, finishing towards the…

Read More

Read More

Daily Comments

Just in case anyone thought that the volatility in the grain/soy markets had subsided, the 10% to 20% swings we have witnessed in the past week should pretty well dispel that notion.  Seasonally, this is the time of year that volatility in options does peak, but that by no means…

Read More

Read More

Weekly Commentary

JULY 8, 2022 Anyone who has read this letter for any length of time has undoubtedly recognized that I am a proponent of charting and technical analysis.  Understandably, not everyone shares this view; many think it will do little more than show you where you have been, not where you…

Read More

Read More