Author: Ivan

  • Morning Update

    Grains have stalled after Monday’s gains. Turnaround Tuesday is at hand. Grain Overview The grain trade started out firm overnight, with corn and wheat finding a bid while soybeans struggled. Fund selling pressure continued following the White House’s approval of all small refinery waivers, reducing expectations for renewable fuel demand. China also reacted overnight to the…

  • Morning Update

    Corn futures make new contract highs overnight, while soybeans drift with pressure on soybean oil. Grain Overview Grain markets are starting the week mostly higher, while soybeans remain under pressure. Corn continues to find support from last week’s Pro Farmer Crop Tour, which projected a smaller crop and production potentially falling about 1 billion bushels…

  • Cattle On Feed​

    Cattle Reports Today’s USDA COF report is friendly to pre-report estimates, with placements nearly 5% below average guesses; on-feed numbers are slightly lower than the trade was looking for, and marketing is slightly better. Anticipate a higher start on Monday based on the USDA data, unless we can invent another new Black Swan Story.

  • Holy Cow!

    Holy Cow! What’s Got Cattle Moving Presented by Heartland Investor Capital Management Inc. CTA https://youtube.com/shorts/AE7BLex21Ho?si=7U9LAMCm-I6C6Cye Provided by: Eugene Graner,Heartland Investor Capitol Management, Inc., CTA(A separate entity from Heartland Investor Services) Past performance is not indicative of future results. The information contained in this report is intended for informational purposes only and is the opinion of…

  • Morning Update

    It’s Friday, grains are near monthly highs, and September grain options expire. This makes for a volatility watch. Grain Overview Grain futures are seeing some pressure this morning as traders take profits following a strong week of gains. Corn and soybeans are also approaching overbought territory, which has slowed fresh buying heading into the weekend. Fundamentals…

  • Market Quick Take

    Grains, Trains & Supply Chains Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1219999084/19ed3f769b 🌽 CornPro Farmer Tour findings continue to point toward lower corn yields across much of the country.A national yield near 178–179 bpa is becoming increasingly plausible.Corn pushed above $5 and held firm despite approaching the 5.06 contract high.Technical objectives point toward…

  • Morning Update

    Corn bursts through $5.00 overnight as the PF Tour continues to find disappointment in yield prospects. Grain Overview You can tell by the morning grain trade that things did not go well for the Pro Farmer Tour going through Iowa and Illinois. Corn breaching 5.00 overnight, along with soybeans and wheat making new weekly highs, reveals…

  • Morning Update

    A firmer row crop pricing overnight, as the Pro Farmer tour continues to find disappointing yields. Grain Overview The Pro Farmer Crop Tour rolled into Indiana and Nebraska yesterday as it works toward the center of the Midwest. Again, corn yields and pod counts were disappointing. Both Nebraska and Indiana came in below last year….