ALL ABOUT TRUMP, CHINA & USDA
AUDIO COMMENTARY
Soybeans end well off the highs
Solid closes for corn & wheat
USDA out tomorrow
Nothing is expected to be super bullish in this USDA report
It’s not likely that the USDA will make “huge” changes, but possible
If you feel oversold or undersold going into the report and these big events
Trump & China meeting this week
The China meeting could be more important than the USDA report
Could Trump say a bold unreasonable number?
Trump is taking the CEO of Cargill, that shows they will be talking about ags
Is there a reason China has been waiting to buy?
Owning cheap calls? Soybean spreads?
Is a 2020-2022 type of market possible?
Your risk isn’t the same as your neighbor's
Being the insurance company
Lottery ticket approach & fear of missing out
Using spreads to lock in a carry
Weather, war, Trump & China all at play here
Trump reduced tariffs on beef imports
Wheat ratings come in at 28% G/E
Be able to pencil in 2027 inputs if you are making sales
Listen to today’s audio below
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