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 Video Interview w/AOA’s Susan Littlefield–Why 1986 Keeps Me Going “Back To The Future”
I felt as though my Choice-Select Beef Spread video comments needed some further clarification: my major point now that we’re in Q4 is that I think packers should move more aggressively toward buying-up cattle at theoretically higher prices especially when Select prices gain on Choice. It’s about the wholesale-packer demand signals, not final retail-consumer demand signals. And from what I can see at this point, because consumers at the retail level are pushing-back on the cost at the Choice level of cuts, it’s more important for Select prices–not Choice–to move higher to induce increase packer buying (with Select likely bringing them a higher margin of profit?) in order for producer cattle prices to go higher. Hopefully, the research below done about 25 years ago helps clarify my point better.
#2 Another Great Headline From The Day After The 1986 Mid-Terms From The NYT–Recall That During This Time Was The Peak of Concern Regarding The Soviet Union…And Then By November 9, 1986, The Berlin Wall Fell
I Had Mentioned In Today’s Video About The Reagan, Thatcher, Pope John Paul II Relationship In Helping Bring About The Fall of The USSR–Here Is A Nice Video From The Hoover Institution on Reagan’s & The Pope’s Relationship.
#3–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—
