I’ll Be Speaking At The High Plains No-Till Conference In Burlington, CO: February 2 & 3–Link Here For Registration:
https://highplainsnotill.com/conference-3/
#1 Closing Audio Commentary w/AOA’s Susan Littlefield
#2 Key Fundamentals That The Market Is Disregarding/Are Being Overshadowed By Macro-Factors In My View: Feed Hedgers Be Ready For Long Recommendation Before Nov. WASDE
#3 There’s No Slow-Down Yet In Southern Brazil Planting Because We’re Not Seeing Excessive Moisture…Yet
#4 Hogs & The FED: Cycles Are Not To Be Solely Relied-Upon…But Other Factors Are Suggesting To Me That If The FED Doesn’t “Feed The Bear” By Raising Rates, Be Prepared For Funds To Cover Shorts In The Hog Complex Given 6-Year Lows Being Made Today
#5 —HEDGE RECOMMENDATIONS/HEDGE TRACKER SLIDE
10.19.26 Rolled Soybean Hedges Down/Profit Recommended: Most Clients Rolled-Down To Jan. $12.60-$12.00 Vertical Put Spread at ~ .20/Cents/Bu. + Costs
9.29.26 Moved 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—
