7-28-21

• Feds statement-did markets react or will they from today

• Spring wheat tour is underway

• Markets for corn & beans are having processing the good & the bad

• How do we get direction going in these markets?

• More crop rating declines-next week will show hot & dry

• Could cash cattle ask for higher prices this week?

7-7-21

*Where are the markets on the fence?

*Warmer drier weather pattern

*Weekly crop progress

*What's the demand for grain?

*What if demand doesn't hold up?

*Ethanol mandate-what would that mean to corn?

*A lot can happen with the markets between now & harvest

*What does this all mean for livestock?

7-26-21

• Weather-nerves with warm weather

• Balance sheets

• Struggle

• Charts with 4th waves

• Traders market both bulls & bears are getting beat up

• Look how much has changed in 6 months

• Will basis have any changes considering current weather/crop feels?

7-23-21

Markets seem to bring a slow day

Weather will be a factor for both grains & livestock

Front end on the near future looks lower

Demand is understated

South American weather

Long term demand will be bullish

Cattle market is stuck in a range

Supplies will tighten

Will COVID reign people in?

Cold storage kind of friendly

7-22-21

Why did we see the big pull back in corn and soybean prices earlier today?

What is causing the big ranges in trade?

Are there factors that could get more attention going forward?

How is the best way to compare supply and demand info from one year to the next?

Do you think corn and soybean prices are undervalued or overvalued according to supply and demand information?

What do you think crop condition ratings will do in the report on Monday?

How do our current soil moisture and crop conditions compare to past years?

How does the basis levels look for old crop and new crop corn and soybeans?

If you had unsold old crop bushels, would you sell here or would you wait?

7-20-21

• Weather

• Crop ratings

• Corn & bean production

• How tight inventory is

• Carryout

• How is this crop supply different from the past 7 years?

• Global pressure on our production

• Strategy vs. the outlook on cattle prices

• How does the producer handle pricing on feed stuffs in the current market?

7-16-21

Weather

Crop conditions going into Monday

Smallest demand numbers on the year

Canada crops

Brazil booking corn from Argentina

Russia is dry

Wheat in Minneapolis was the market leader

Seasonal downturn coming for wheat-but will it work?

More up in hogs before we could sell them

Cattle are struggling to get out of their own way

Charts are not spiffy on cattle

7-15-21

Markets pricing in weather concerns

Early week report didn't set up much in the market trade

ECB weather & crops

ND Crop has had issues

Corn & bean basis

Soft tone to the exports

Feeder cattle adjust to what corn is doing

Live cattle is caught in the middle

7-14-21

• China buying U.S. beans

• Primary reason for higher grains, is the weather next 10 days hot & dry

• More detrition in corn & bean crop conditions

• Update on Brazil on their crops

• La Nina talks

• China happenings

• Hogs & China

• Why is Texas so deep in the cattle?

7-13-21

Crop report was neutral

Tight stocks in canola 3 days of limit up

What is happening in Brazil with the corn crop

What does the weather look like?

Seasonal in corn

Looking to the August report