4/11/24

 WASDE

 Inflation

 HPAI in SD

4/10/24

 Unknown bean sale

 Bean report positioning any Brazil changes?

 CPI

 USDA Report out on Thursday

 Running discourse on wheat & weather

 Insurance Day is here

4/9/24

 Market out of sorts

 Heading into Thursday’s report

 Rallies are selling opportunities

 NASS to discontinue July Cattle Report

 Uptick in the livestock trade

4/8/24

*Cattle and HPAI

*Soybeans trade lower

*Wheat

*Quiet market trade day

4/5/24

 Dairy HPAI

 Low level

 Geo political

 Wheat market

4/4/24

 Outside market push…good April?

 Chasing the positive vs. the rumors

 Russia grain investigation

 Mexico buys U.S. beans

 HPAI

4-3-24

• Chasing the headlines

• Cattle market continues to react to HPAI

• Cautious feel to beef demand

• Grain market turn around

4-2-24

 Corn action lower

 Soybeans moved

 What is the macro picture

 Are we still reacting to the Thursday report

 HPAI in dairy

 Hogs make new highs

4/1/24

 Carryover from the Thursday report

 33% increase in corn exports

 Diversification in ag

3-29-24

1. What do you think corn and soybean acres will be in the Planted Acreage report in June?

2. How will the current corn and soybean acreage numbers get used by the market?

3. How would you describe the corn market at this time?

4. What does the corn market look like technically?

5. How does the soybean market look to you?

6. What will it take to keep the corn and soybean markets going higher?

7. Any adjustments in our marketing plan?