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#1 Video Conversation On Market-Talk: Why Interest Rates & Bond Yields Really Do Matter For Commodities
I’ll Be Doing Some Serious & Significant Analysis Related To Commodities & Interest Rates In The Coming Weeks, Culminating w/A Client-Only Webinar On Some Of My New Research. Here’s A Small Sample Of The “Big Picture” of Our Continuing To Go “Back To The Future”.
#2 Updated 5-Day Forecast Plots For What Is Likely To Become Hurricane Isaias: Models Are Not Turning The System Hard Right/East As Much In Recent Models…Could Be A Bigger Impact On Eastern Corn-Soy Belt This Weekend
As Expected, We’re Starting To See Nat-Gas Move Higher Here In The U.S. As The Trade Kept Too Little Risk-Premium In It For Uncertain Fundamentals In My View.
#3 Here Is A Great Graphic Evidence Supporting The Idea That China Is The New Japan Now Vs. The 1980s: The Weaker Currency Drives Increased Wages, Which Then Drives Increased Consumption.
#4 The Trump Administration Trade-Economic-Foreign Policy: Still Confused? Take A Look At This Really Good Article In The USTR’s Own Words From June
#5 —HEDGE RECOMMENDATIONS/HEDGE TRACKER SLIDE
9.29.26 NEW Recommendation: Move From 60% To 80% Hedged In 2026 Soybeans w/Recommended Nov. $13 Bought Put or Jan. $13-12 Soybean Put Vertical Spread…As Laid-Out In The Special Report From 9.20.26
9.25.26 Recommendation To Lock-In Cash Propane-NatGas-LP For Fall & Winter Drying Needs. Prices Locked-In Near Last Year’s ~$1.40 Per Clients/Subscribers
#6 —2026/27 U.S. Supply-Demand Matrix & Break-Even Levels— Table Below Reflects My September S/D Expectations While USDA’s Sep. Numbers Are Not Updated. In The Next Week, I’ll Update For My October S/D Expectations & Update USDA w/Their Sep. WASDE
