Audio Commentary


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6.30.22 KRVN MIDDAY COMMENTARY

maY 5, 2022 UNIV. OF IL COMMODITY WEEK PROGRAM

https://globalcommresearch.com/wp-content/uploads/2022/05/cw220505_1.mp3

Hypothetical Disclosure—HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS. General Risk Disclosure—There is substantial risk of loss in trading futures and options, therefore you should carefully consider whether trading is appropriate for you in light of your experience, objectives, financial resources and other relevant circumstances. The information above is not meant to be advice to buy or sell futures and options. Options Risk Disclosure—The purchaser of options should be aware that he could lose all premium paid for such options as well as any commissions and fees. Further, purchasing deep-out-of-the-money options have a remote chance of becoming profitable. The writer or seller of options should be aware that there is unlimited risk and could result in such seller being required to maintain a futures position with any associated liabilities for margin. Past performance is not necessarily indicative of future results. Information Disclaimer—The information and data contained herein was obtained from sources deemed reliable. Their accuracy and completeness is not guaranteed. Any decision to purchase or sell based upon such information is the responsibility of the person authorizing the transaction. Prices could already have factored-into them the seasonality or cycles of the market. Copyright, 2022 Global Commodity Analytics & Consulting LLC

march 21, 2022 fontanelle final bell audio–2 parts

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Fontanelle Final Bell Part 1
https://globalcommresearch.com/wp-content/uploads/2022/03/032122_FinalBellPart2.mp3
Fontanelle Final Bell Part 2

FEBRUARY 15, 2022 RFD PROFITWATCH AUDIO PODCAST W/DELOSS JANCKE

https://globalcommresearch.com/wp-content/uploads/2022/02/Feb152022_RFD_Profitwatch.mp3

Hypothetical Disclosure—HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS. General Risk Disclosure—There is substantial risk of loss in trading futures and options, therefore you should carefully consider whether trading is appropriate for you in light of your experience, objectives, financial resources and other relevant circumstances. The information above is not meant to be advice to buy or sell futures and options. Options Risk Disclosure—The purchaser of options should be aware that he could lose all premium paid for such options as well as any commissions and fees. Further, purchasing deep-out-of-the-money options have a remote chance of becoming profitable. The writer or seller of options should be aware that there is unlimited risk and could result in such seller being required to maintain a futures position with any associated liabilities for margin. Past performance is not necessarily indicative of future results. Information Disclaimer—The information and data contained herein was obtained from sources deemed reliable. Their accuracy and completeness is not guaranteed. Any decision to purchase or sell based upon such information is the responsibility of the person authorizing the transaction. Prices could already have factored-into them the seasonality or cycles of the market. Copyright, 2022 Global Commodity Analytics & Consulting LLC

july 22, 2021 daily audio podcast: let the crop tour begin & riding the volatility “bull”! ALSO, COLD STORAGE NUMBERS ANALYZED

Denton, KS
Near Bendena, KS
Samples From Above Field in Denton, KS

Comments: As I start my tour tomorrow morning, remember that I will be available intermittently via my cell-phone, as I will be call-forwarding my toll-free line to my cell: 765 637-6680. If you need to reach someone with an order, or you can’t get through to me, feel free to use the above numbers and talk to Tom or Lee (Steve’s partners). Kim, their receptionist, may answer depending upon how busy they are.

As for my expectations on the Tour: First and foremost, if you compare and contrast the 2020 State Yield Map & the 2021 Current Vegetation Growth Map–both above–it should be fairly clear that, for both IL & MO, last year’s yields should be a “lock” in terms of meeting those numbers. Looking deeper at IL, and using the FarmDoc Chart for Trendline Yields in IL, we see that at 193.4 bu/acre, last year’s yield was 1.4 bu/acre below trend. Again, given the rainfall pattern and lack of heat stress, we should be able to reach this number for the State of IL. I’m hopeful that I will have some solid foundations for suggesting to you after the crop tour is complete that, “yes” or “no” these levels of yield are expected. As I see each week progress, I think it will be IL, IN, OH, KY, TN, MO, and KS which need to come in and rescue below-average yields in MN, ND, SD, MI, and WI. Meanwhile, I’m assuming right now average yields for IA & NE.

For the State of KS, from what I’ve seen in NE Kansas to-date, we are likely to have the best yields since I’ve lived here going on 8 years…AT THIS TIME. And this yield potential is likely to bring-up a drier central, southern, and western KS…especially where there is no irrigation. But my crop tour last evening also showed me that, while 75% of the corn and soy were the best I’d ever seen, there is about 10% that could go down very quickly in the next 10 days. We are still seeing a lot of green silks, a lot of Japanese beetles, and a lot of heat. That 10% of the corn I’m talking about is firing 1-2 leaves up at this time, and temps. are expected to only get hotter. Once again, like so many years in recent memory, the threat of tip-back in the WCB is significant given this current weather pattern in my view. That’s it for now.

BE SURE TO CHECK BACK ON THIS WEBSITE UNDER THE ’21 CROP TOUR TAB IF YOU DON’T SEE ANY SUBSTACK MESSAGES COME YOUR WAY. And don’t forget that the Password for this Audio and the ’21 Crop Tour will be “CropTour21”.

I’d call this report very supportive for prices and the supply-side of the market: let’s see if we can build upon these numbers with Friday’s Cattle-on-Feed & the semi-annual Cattle Inventory Report. I’d expect the hogs to find support off of this especially, given the big draw-down in the Picnics last month, and given the surge in Bellies…which I think is the BLT Seasonal Kicking-In.

Hypothetical Disclosure—HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS. General Risk Disclosure—There is substantial risk of loss in trading futures and options, therefore you should carefully consider whether trading is appropriate for you in light of your experience, objectives, financial resources and other relevant circumstances. The information above is not meant to be advice to buy or sell futures and options. Options Risk Disclosure—The purchaser of options should be aware that he could lose all premium paid for such options as well as any commissions and fees. Further, purchasing deep-out-of-the-money options have a remote chance of becoming profitable. The writer or seller of options should be aware that there is unlimited risk and could result in such seller being required to maintain a futures position with any associated liabilities for margin. Past performance is not necessarily indicative of future results. Information Disclaimer—The information and data contained herein was obtained from sources deemed reliable. Their accuracy and completeness is not guaranteed. Any decision to purchase or sell based upon such information is the responsibility of the person authorizing the transaction. Prices could already have factored-into them the seasonality or cycles of the market. Copyright, 2019 Global Commodity Analytics & Consulting LLC

june 10, 2021 commodity week audio podcast

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JANUARY 11, 2021 FONTANELLE FINAL BELL W/CHARTS

https://globalcommresearch.com/wp-content/uploads/2021/01/011121_FinalBell_Part1.mp3
Final Bell Part 1
https://globalcommresearch.com/wp-content/uploads/2021/01/011121_FinalBell_Part2.mp3
Final Bell Part 2
This is a key chart for me to watch tomorrow–did the corn go high enough to ration usage or not? I think the US Ending Stocks & Quarterly Grain Stocks are most important for the corn market (with S.A. production #3).
Note The 2 Gaps Below The Market, Sub-$100/CWT. I’d recommend getting hedges caught-up on Fats at 100% for Q2 in April if you haven’t already done so–especially with the Stochastics suggesting a “sell” signal potentially.

Hypothetical Disclosure—HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS. General Risk Disclosure—There is substantial risk of loss in trading futures and options, therefore you should carefully consider whether trading is appropriate for you in light of your experience, objectives, financial resources and other relevant circumstances. The information above is not meant to be advice to buy or sell futures and options. Options Risk Disclosure—The purchaser of options should be aware that he could lose all premium paid for such options as well as any commissions and fees. Further, purchasing deep-out-of-the-money options have a remote chance of becoming profitable. The writer or seller of options should be aware that there is unlimited risk and could result in such seller being required to maintain a futures position with any associated liabilities for margin. Past performance is not necessarily indicative of future results. Information Disclaimer—The information and data contained herein was obtained from sources deemed reliable. Their accuracy and completeness is not guaranteed. Any decision to purchase or sell based upon such information is the responsibility of the person authorizing the transaction. Prices could already have factored-into them the seasonality or cycles of the market. Copyright, 2019 Global Commodity Analytics & Consulting LLC

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