When you look at The Economist 2026 cover and at 10 o'clock it shows a vessel disguised as a freight ship firing at a cake which says 250 on it and then 11-12 o'clock is missiles.
1 Soybean + 1 Corn + 1 Wheat can be used as a general look at crop values and rests upon the most critical of junctions heading into the weekend.
Yen is f'd
Replying to @Barchart
Monthly continuous Yen developed massive Head & Shoulder top over last 20 years. In textbook fashion, it broke neckline and retested it in January of 2023. This month it broke out of descending wedge. The H&S pattern projects to 0.2626. It's going to get SIGNIFICANTLY worse.
Great to meet you in person @cer_hedge lemme know if you ever need a spot
Downside objective for July corn reached at 100% extension of 487'4 double top through 448'4 April low = 409'4. Lower support line from Aug 2024 to Aug 2025 converges there.
Incredible to see CN26, CZ26, SX26 & KWN26 all at their respective up trends at the same time. Next week it'll either look like we held support and buyers stepped in again where they should, or the whole ag complex will take out uptrend support simultaneously.
Was a pleasure and thanks for the invite!
Each semester, I bring industry experts to my ACE 427 class on Commodity Price Analysis. Last week, we were fortunate to hear from @bjsplitt of AgMarket.net about the practice of technical analysis and the way we talk about price changes in commodity markets.
Brian Ξ© π½π«π₯©π₯ππ retweeted
Banks See Ag "Bull Cycle" + Corn Accumulator Mess youtu.be/WF5u16JaWZ8?si=ck0Z⦠via @YouTube @BJSplitt @kenziej89 @AgMarket_Net
Replying to @patricksjwitts
@SophiaCarter58 It's quite the business model to hack American farmer's X accounts and use them to provide fake testimonials touting bitcoin financial success due to your coaching. Sleaze to the Nth degree. Cat is out of the bag.
Do not click links in DMs, people.
Brian Ξ© π½π«π₯©π₯ππ retweeted
βOur room block closes soon!
βTherefore, let us highlight the all-star lineup of speakers and special guests at the @AgMarket_Net Farming For Profit, Not Price conference in Nashville + why you need to attend.
βGrain Markets and Other Stuff taping
-Attendees will experience a live taping of the popular podcast with Joe Vaclavik and Mackenzie Johnston. @StandardGrain @kenziej89
βDr. David Kohl
-He will speak on tools, techniques and perspectives for ag. lenders in chaotic times.
βJoe Janzen
-Joe will highlight the farm economy in the year ahead. @JosephJanzen
βBrian Burke
-Brian will open the conference with a 10,000 foot view of the ag and renewable energy economy. Additionally, he will cover what key events and drivers we need to look for as βvolatility driversβ in the year to come. @john_stewart76
βKevin Clausen
-Kevin will cover domestic demand outlook for corn and soybeans (with an emphasis on the renewable fuel industry). Insights will be shared in corn demand for ethanol, soybean crush and livestock feed demand.
βEric Snodgrass
-Eric will present on a weather forecast for the United States, South America + locactions which could impact markets. @snodgrss
βErik Norland
-The Executive Director and Senior Economist for the CME Group will provide a presentation on macro events and local impact (with time for Q&A).
βDavid Hula
-David Hula, world corn yield record holder, will present on strategies to achieve the highest yield for your area.
βJosh Linville
-Vice President of Fertilizer at StoneX will cover a global and local input cost forecast + analysis (with an emphasis on fertilizer). @JLinvilleFert
βShay Foulk
-Shay, a consultant and podcast host, will focus on navigating succession planning. @FoulkShay
βMatt Bennett
-Matt plans to present on the importance of a marketing plan in good times and bad. He will have an emphasis on world supply + demand, domestic supply + demand, corn/soy ratio, commodity price outlook, production, stocks-to-use, exports, farm income, strategies and livestock. There will be time for Q&A. @chief321
βBrian Splitt
-Brian will present technical analysis on grains and livestock (with time for Q&A and requests for chart analysis on various commodities). @BJSplitt
βTyler Schau + Ross Baldwin
-Tyler and Ross will give a presentation about shifting the mindset from chasing price to securing profit. They will explore the current fundamentals driving the cattle markets and look at practical, proven strategies that protect your bottom line and give you confidence in any market environment. @SchauTyler
π£οΈPlus, there will be plenty of breaks to network, social hours and a plated dinner. Not to mention, we are steps away from Broadway.
πRegister today here: web.cvent.com/event/327d2477β¦
Understanding fundamentals
Fundamentals are different at different prices. Fundamentals are not constant
The fundamentals of Silver at $70 are not the fundamentals of Silver when at $30
Price is the ultimate arbiter. The price of a commodity either creates demand or brings forth supply. As price of a commodity goes up their becomes new supply and reduced demand
This phenomenon is unknown to novice speculators but well know to veterans




















