Classic case of OTL Out to Lunch

December!

Be careful out there everyone. I had 2 Corn contracts in my car and someone broke in and left 4 more.

10 year back down now...NASDAQ near all time high...Inflation readings softer... Where the doomers at? 🤡

🇧🇷 "The mother of all safrinhas" 🌽 Agroconsult projects a record second #corn crop for Brazil this season of 123.3 million metric tons - up 10.4 mmt from last month's estimate and up 20.2 mmt from last year. Add in a projected record US crop - not friendly for market bulls.

My estimate for planted cotton acres is 8.9 million. Dated 06/2/2025. Based on people I have talked to we are gonna lose some infrastructure in the cotton belt. Not a good time to be a ginner, broker, or anything related to cotton. Hate to be negative but we have to get trade

David Sandow Price price price and cost to grow it.

cotton trash Old saying in commodities. Low prices will fix low prices.

The commentary about NYC Democrats nominating an anarchist-socialist for Mayor omits one point: how unchecked migration fundamentally remade the NYC electorate. Democrats change politics by changing voters. That’s how you turn a city that defined US dominance into what it is now.

Live look at new crop #corn waiting on that summer rally

“Socialism only works in two places: Heaven where they don't need it and hell where they already have it.” — Ronald Reagan

Looking good !

The Brazilian government has approved E30 and B15. The biodiesel blend increase to B15 will take effect on August 1st. There are not enough beans in Brz for everyone. Non-China buyers should be buying US already.

Great day in Eagle Lake. Thanks to all who made it happen!

Herbert Miller OA Cleveland Looking healthy plants excellent. Our cotton crops damage due to extreme weather in pakistan. Bolls volume not good due to lack of carbohydrates status during boll filling. Because heat cut carbohydrates supply.

Are export opportunities being lost due to competition? If not, what is causing the loss of export markets. Thank You.

Did you know - over the past four months funds have dumped the equivalent of 2X the current US #corn carryout, driving nearby futures down ~70 cents during that time? The question remains - how low do we go before someone finds a reason to cover? Full rundown in the HOT Take!

Name one

Wow, a prime number with 420 digits!