STILL POTENTIAL OR OVER FOR GRAINS?

Nov 4

Soybeans lower with crude and bean oil
Crude tanks with the elections
Elections shouldn’t make major impact in grains
How to play the broken system
No answers from the USDA
StoneX put out some huge yields
What yield is priced in?
Corn feels smaller in corn. Better in beans
Yields have been decent in soybeans
South America is still the big wild card
I could see the El Niño being a big factor
Soybean demand is there
America doesn’t like the war
Market overdone. Doesn’t mean has to go up
Have to hold the summer lows
What if StoneX is right?
Why I don’t think funds get mega short
Your timeline should play a huge role in your marketing plan
No two operations should have the same plan
Are you comfortable if yield is massive?
Will you be forced to sell at the bottom?
What is your plan for your bushels?
Basis contracts, DP, storage, and options
What should you do if you have a lot of bushels in an elevator that you will have to price?
Timing cycles for price reversals?
Do these markets still have potential?
Is a bull market even still possible?
Call options and cheap volatility