if @beefmaps wasn't a bunch of AI, algo-driven slop BS about the cattle industry, you wouldn't post a hog carcass for a beef plant post.... Or it's not AI and you are just dumb.
100%. I would argue less that 1/20 people can do this.
Funny how Idaho is being labeled as "far right" for preventing men from winning women's athletic competitions and for protecting unborn children.
WSJ’s Robbie Gramer returns home to Idaho to talk to residents ahead of the midterm elections. wsj.com/politics/i-went-back… via @WSJ
I've been kind of bearish the kills in #cattle, but this is getting wild... Makes the prior cycle lows look robust. h/t @MPagrilytics
On the bright side, Canadian COF only up 15% year over year in September vs. 18% in August... unfortunately with small kills up there it will keep growing. Gonna need Joslin back...
...add more lists getting carried...
I am the crazy guy, but getting set and carrying showlists is not usually a recipe for a healthy cash #cattle market.
I am the crazy guy, but getting set and carrying showlists is not usually a recipe for a healthy cash #cattle market.
Is China going to super promise a big ag purchase deal??
...Just like the last 4 times... Why does the market fall for it every time?
who's doing the short covering today in the #cattle? one hell of a p-shaped profile.
Anyone know if Nogales is in fact opening after Santa Teresa for feeder #cattle? I had heard it was potentially going to consolidate with Douglas, but now rumors it will re-open?
Backwardated retweeted
When will the short puts packer pay 230 in order to recreate his end of 2025 dance here in 2026?
Replying to @amandaa_fuller
@amandaa_fuller in all seriousness... kudos to you for taking this on. Giving them a baseline understanding of the x's and o's of risk management and futures trading is wonderful. With that said, if they are serious about jumping into the water: 1/n
10) Outrights are HARD. Learn to trade spreads and crushes, which are more conducive to gaining an edge vs. large market participants/institutions.
11) Options? Just start with reading @nntaleb 's Anti-Fragile. You'll avoid the allure of being short vol and save yourself an almost guaranteed short gamma blow up in the future 😂







