@morrisonmkts

Former Editor Morrison On The Markets, 48 years market-experience (physical and derivatives), Credibility is Everything.

 st. louis missouri usa
Joined October 2010
  • Tweets39.4K
  • Following513
  • Followers9.8K
2KMedia
ken morrison retweeted
Chuck Todd
@chucktoddOct 22
The difference between Dems doing well or even just “ok” on Nov. 3 vs doing something historic will depend on how many voters under 30 actually vote. This poll matches every x-tab I’ve seen this cycle. GenZ has shifted sharply against the party in power. The only unknown is the turnout
John Della Volpe
@dellavolpeOct 22
🚨Democrats lead Republicans 63%–26% among likely voters ages 18–29 in our Harvard Youth Poll. 63% of #GenZ say their midterm vote is opposition to Trump and his policies. Young voters are poised to deliver a sharp rebuke. Here’s what’s driving it. 🧵
57
57
17
247
115,233
Direct Payments to Farmers: Trump Administration manages to beat its previous 2020 record this year.
1
2
7
1,283
ken morrison retweeted
Douglas Irwin
@D_A_Irwin22h
When my book came out, everyone asked if Trump was going to change the direction of US trade policy. "Too soon to say" I'd say because of status quo bias. Now Trump made "tariff" one of the most hated words in politics, says @greg_ip wsj.com/economy/trade/how-ta… via @WSJ (1/2)

How Tariffs Became the Most Hated Word in Politics

President Trump’s tariffs collided with public anxiety over the cost of living. Now his trade legacy is at risk.

wsj.com
1
14
2
50
12,088
ken morrison retweeted
Scott MacFarlane
@MacFarlaneNews21h
NEW: House Judiciary Cmte Dems are probing Trump Admin claims about noncitizen voting In memo they note: 1) Dept of Homeland Security initially claimed 15,903 noncitizens registered in Nevada 2) When pressed, agency provided only 185 names 3) All 185 were actually citizens
37
710
27
1,702
37,559
ken morrison retweeted
Breeders' Cup
@BreedersCup22h
Is the real Sovereignty back? 🔥 He continues his prep to the @Longines #BreedersCup Classic!
7
61
10
339
13,068
Breeders' Cup Sprint contender ENGLISHMAN worked at Keeneland early this morning. Per DRF's Mike Welsch, the Cherie DeVaux trainee went four furlongs in 24.51, 47.29 "finishing powerfully to and through wire without any encouragement."
7
38
4
261
4,756
"Irad Ortiz Jr. to miss Breeders' Cup with broken ankle" @DRFGrening has the story. drf.com/news/irad-ortiz-jr-t…

Irad Ortiz Jr. taken to hospital with ankle injury after being unseated

Jockey Irad Ortiz Jr. was taken to University of Kentucky Medical Center to be evaluated for a potential injury to his left ankle after he was unseated leaving the starting gate of Friday’s ninth...

drf.com
5
23
7
56
9,093
Beans: Closed lower 8 consecutive days. Not since January 2020 have they closed lower 9 days in a row. Feeling Lucky?
1
1
5
1,183
ken morrison retweeted
GRAIN on X
@grain_on_XOct 22
🔍 #Cargill's Brian Sikes: global #food production has quadrupled since 1960 while #farmland expanded just 7.6%, producing enough to #feed everyone, yet 670 mn people remain hungry as climate disruption, trade fragmentation and #geopolitical realignment make volatility the norm and complicate supply chains. Farmers operate ~600 mn #farms globally, accounting for 40% of the world’s workforce, but face higher costs, tighter margins and climate shocks, while concentration leaves 70% of food sourced from just 15 countries and nine #crops accounting for 60% of production out of 6,000 cultivated species. Full story: linkedin.com/posts/grainin_c…

#cargill #food #farmland #feed #geopolitical #farms #crops #farmers #rural #ai #agriculture #us...

🔍 #Cargill's Brian Sikes: global #food production has quadrupled since 1960 while #farmland expanded just 7.6%, producing enough to #feed everyone, yet 670 mn people remain hungry as climate...

linkedin.com
1
7
871
Trump's tax-exempt diesel draws skepticism from farmers, eludes others reuters.com/business/energy/…

Trump's tax-exempt diesel draws skepticism from farmers, eludes others

US President Donald Trump signed an executive order this month to expand access to tax-exempt diesel as soaring prices frustrate voters ahead of midterm elections. But farmers say ​it is too risky to...

reuters.com
1
1,512
Valero kicks off refiner results with record quarterly profit on higher margins reuters.com/business/energy/…

Valero kicks off refiner results with record quarterly profit on higher margins

Refiner Valero Energy posted its highest-ever quarterly profit on ​Thursday, beating Wall Street expectations, as disruptions ‌caused by the Middle East conflict sent refining margins soaring during...

reuters.com
6
3
3
1,701
ken morrison retweeted
Jonathan Martin
@jmartOct 21
There's Christie ... xitter.cf/merica/status/21130084…
Dan Merica@mericaOct 21
I asked Chris Christie, former New Jersey governor and Vivek Ramaswamy's fiercest critic during the 2024 nomination fight, about the attack ad and Vance's defense. "For the last decade, our party has been infected by a corrupted moral center," he said. Full comment here:
6
18
3
169
29,832
Omg I’d forgotten how hard @GovChristie dragged Vivek 😭😭😭
Justin Barasky@JustinBaraskyOct 20
Chris Christie knew who Vivek Ramaswamy was from the jump.
1
505
13
5,274
378,508
ken morrison retweeted
Karen Braun
@kannbwxOct 21
🇨🇳China's forecast implies a 14% drop in soybean imports in 2026/27, even steeper than the decline during the 2018/19 trade war and African swine fever outbreak. What's going on, and what do actual demand indicators suggest? More in my Wednesday newsletter (linked in profile).
3
14
2
74
11,845
ken morrison retweeted
Fred Wellman
@FPWellmanOct 21
If you’ve been waiting for your sign to donate to a race in Missouri that will flip a seat held by Republicans for 34 years…here is your sign. @WellmanForMO
11
186
3
637
10,010
Interesting read on this thread
Jonathan Martin
@jmartOct 20
NEW: I did eggs, grits and biscuits at the Carolina Family Restaurant in Charlotte w @ThomTillis I won’t bury the lede: Tillis has a countdown clock on his phone leading up to “whoop-ass.” No, seriously the app is counting down the days to the party’s reckoning on Nov. 3. My new ON THE ROAD: youtube.com/watch?v=P69Dw9_q…

Retiring Republican Senator warns GOP: Trump's coalition may not last

Sen. Thom Tillis (R-N.C.) joins POLITICO’s Jonathan Martin at a Cha...

youtube.com
404
Corn, Beans, & Wheat: Various shades of ugly
3
840
Refining Margins: Based on Tuesday's futures closes, margins on Diesel set a new record at $2.60/gallon. Interesting it occurred on the same day Trump announced $8 Bil for U.S. farmers for 'diesel relief'. Maybe refiners assume more $ in farmer's pockets mean they can afford it
1
2
1,007
ken morrison retweeted
Aaron Fritschner@FritschnerOct 21
Trump says that if Republicans lose in North Carolina he will use the power of his office to deny US Marine Corps veterans’ claims for medical treatment for cancer and other life threatening diseases resulting from decades of water contamination by toxic chemicals at Camp Lejeune
Aaron Rupar
@atruparOct 21
Trump on Camp Lejeune water contamination claims: "If we win the House and Senate, I am directing the Department of Justice to settle all remaining legitimate claims as soon as possible ... if we don't win, there's no money."
440
3,358
347
7,483
463,732
ken morrison retweeted
Eduardo Vanin
@EduardoVanin4Oct 21
Sino announced another sb auction for next week, 512k t. If demand remains close to 60%, cumulative sales will reach ~2.9 Mi t (11 auctions). China has bought 105 USG cargoes for SON shipment,~7 Mi t. Assuming 100% of USG beans as commercial crush, the ttl sb close supply will be ~10 Mi t for this window. That would still not fully close the gap left by lower purchases from SAM for this same window compared to LY (12.5 Mi t). More auctions.
7
16
2,351
Load more