Ag Markets..a Black Swan?
The black swan theory or theory of black swan events is a metaphor that describes an event that comes as a surprise, has a major effect,...
Bullish Phase in Grains is over
In the May issue of World Grain Magazine the headline above caught my attention and should catch yours. An article in that edition...
Exploring Short-Dated New Crop Options
Options on Ag Futures have been around since the 1970’s. There are many components that go into option pricing and I’ve explained most...
Links to GMO Research
Links to GMO research: Scientific American Web MD University of Nebraska Forbes; Trillion Meal Study Washington Post Naional Center for...
Current May/Dec Corn Techs
May Corn Dec Corn
Corn Seasonality and the Spec Short
In February I did a piece entitled Seasonality of Grain Marketing. In that piece I asked producers to pay attention to three distinct...
The COT and the Corn Trade: Revisited
In my March 26 newsletter contribution I talked about the idea that corn futures could rally on Non Commercial Spec position short...
Go You Chicken Fat Go
I’m beginning to think that every generation believes that they grew up in the best of times. When Apple recently aired its new iPhone...
