BEAN BASIS RECOMMENDATION TO TAKE BACK CONTROL FROM BIG AG

AUDIO COMMENTARY

  • No fresh news, funds try to peg beans at $13

  • Main story will continue to be Brazil & demand

  • Brazil corn is $6.20 vs our $4.70, will this lead to more US exports?

  • Mexico rail situation looks resolved, supportive

  • 3rd largest Brazil bean producer is giving up on harvest. Preparing to plant cotton

  • Chart breakdowns, bean spread slightly weakens

  • Bean basis contract recommendation

  • Owning futures or pricing before - basis contracts

  • Benefits of futures vs leaving basis and delivering

  • The little things that elevators do to make more money from the producer

  • How to capitalize on a sideways market

Listen to todays audio below


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