Author: Ivan

  • Morning Update

    Another new contract high again for wheat overnight. Dryness remains pervasive. Grain markets firmed overnight, with corn, soybeans, and wheat all finding support as managed money continues to rebuild length. The buying is being tied to a broader risk premium that now includes both weather concerns and geopolitical uncertainty. Dryness continues to engulf the heart…

  • Market Quick Take

    If The Bears Only Knew Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1187452009 Wheat Market surged after forecasts removed meaningful Kansas moisture, confirming severe stress in key northern production areas. Crop condition report understated damage, but trade shifted focus to worsening weather outlook overnight. Kansas, eastern Colorado, and parts of Nebraska face significant yield…

  • Hedge Recommendation Fills

    Hedge Recommendation fills: Take the new crop Minneapolis wheat recommendation and SRW hedges to the market on today’s reopening. The orders placed 3 weeks ago, which looked unattainable at the time except for our chart signals, are now filling. Exited the remaining old crop KC wheat at 678 on the May contract. This contract is…

  • Morning Update

    Wheat rips higher in the night session, when GFS pulls rain for this weekend in Kansas. The wheat trade is sharply higher this morning, pulling corn with it, but that’s not how the evening started. The USDA put out a ridiculous crop condition report yesterday, showing the total HRW wheat rating steady with the prior…

  • Market Quick Take

    It’s Become Real Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1185961822 Wheat Kansas City wheat pushes to new multi year highs as drought stress worsens across western Kansas and eastern Colorado. Crop conditions deteriorating with wheat already heading, limiting benefit from any early May rains. Northern Kansas showing severe damage with short crop and…

  • Morning Update

    KC wheat again challenges the annual highs overnight for the fifth time. Grain markets firmed in overnight action, with wheat setting the pace and pulling corn and soybeans along with it. Wheat continues to draw the strongest underlying support. While Russia has increased its production outlook, that improvement is being offset elsewhere. Australia remains a…

  • Morning Update

    July soybeans challenged $12.00 overnight. Grain markets leaned higher overnight, helped along by another strong move in energy. Soybeans made a push toward $12, with processors still enjoying exceptionally rich returns; crush margins are hovering near record territory at roughly $3.45. Corn continues to draw support from a firm interior cash market, while ethanol economics…

  • Market Quick Take

    Are We Breaking Out To The Upside Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1185286572 Corn Corn is holding key retracement levels and pushing into wave three. Strength above recent highs targets 466, then 470 to 476. December eyes 510 on breakout potential with acreage uncertainty supportive. Soybeans Soybeans pushed to six week highs…

  • Morning Update

    Soybeans and corn are firmer to start Tuesday, while wheat softens. The grain trade opened mostly firm overnight and held that tone into the early morning before wheat eased on forecasts calling for moisture in some of the driest areas in the 6-10 day outlook. That limited the market’s reaction to yesterday’s surprisingly price friendly…

  • Market Quick Take

    Kansas Wheat Tour 2026 Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1184982398 Kansas Wheat Tour 720 mile tour shows highly variable crop conditions across western Kansas and eastern Colorado Visual evidence confirms widespread thin stands and early development in stressed areas This was not a yield tour but a real world crop health assessment…