𝗔𝗴𝗿𝗶𝗰𝗼𝗺𝗽 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝗶𝗲𝘀

🇧🇷 #Soybeans yield #oatt ~ 62,5 sc/ha. ~ 3,750Kg/ha. ~ 55,79bpa

Somebody's getting desperate.

Back to shorting beannies baby! #Soybeans #oatt

So China confirms they are willing to buy NON-SOYBEAN Ag products from the US if prices make sense yet now you have everyone saying and believing china will buy beans again. I’m calling everyone out not. We have the largest trapped long in July beans and NX beans I’ve ever seen. Having brokers put out info about the possibilities of China buying old crop beans. Cash says not a chance. China says no thanks. Yet here we are rallying on fake news so every large player involved in beans can try to get out of bad spec longs. Headlines are fake news. Brokers are liars. We have record long’s that are dead money positions.

@agtradertalk 17y ago, I got my 2nd divorce, we´re both happy today, Congratulations Garret, my man!! Cheers!!

17 years ago tonight I proposed to my wife on top of the Empire State Building. Brought her along as I visited clients on Wall St. Amazing how fast 17 years can go.

Agroconsult called the Brazilian #soybeans crop 184.7MMT, up from 183.1MMT in their previous forecast. Conab called Brazilian soybeans 68% harvested, against 66% average. #oatt

What can you expect from Donald?

@ckleene @agtradertalk

Off the desk for a few days contributing to the GDP of Orlando with the family. @agtradertalk you have the conn…

"Traders"

@FT "Traders"

Traders placed $580mn oil bet ahead of Trump post on Iran talks ft.trib.al/NEZRdqC

This is not a market anomaly. This is a crime scene. Let’s be precise about what we’re looking at. The 14-minute gap between those trades and Trump’s Truth Social post is not a coincidence any serious analyst can dismiss. $580 million in oil futures and $1.5 billion in S&P 500 notional value, executed in a single 60-second window, followed 14 minutes later by a presidential statement that moved global markets by trillions. Someone knew. The question is not whether this was insider trading. The question is who the source was and how far up the chain it goes. The scale rules out a lucky retail trader. 6,200 Brent and WTI contracts in 60 seconds, coordinated simultaneously with an equivalent S&P 500 position, requires institutional-grade execution, pre-positioned capital, and foreknowledge of a market-moving event. You don’t accidentally stumble into that trade. You build it deliberately because you know what’s coming. The $100 million profit in 20 minutes is the visible tip. The reputational and legal exposure beneath it is existential for whoever is behind this, because if this traces back to anyone with proximity to the White House, the NSC, or the negotiating back-channel, you are no longer looking at securities fraud. You are looking at potential violations of the Trading with the Enemy Act, national security law, and criminal statutes that carry sentences measured in decades, not years. The FT publishing this changes the calculus. The SEC and CFTC now have no political cover to sit on it. If they don’t investigate, that itself becomes the story. The bond market is already at 4.44% and climbing toward the threshold that ended Trump’s tariff war. Add a market manipulation scandal layered on top of an active war, and you have the kind of cascading institutional crisis that no press conference can contain. Whoever made those trades believed the peace announcement was coming with enough certainty to deploy nearly $2 billion in coordinated positions. That is not a bet. That is a collection.

@KobeissiLetter It was him and he should go to jail for.

BREAKING: Traders placed $580 million worth of oil trades 15 minutes prior to President Trump’s post about a potential peace deal with Iran this morning, per FT. Details include: 1. 6,200 Brent and WTI futures contracts were traded between 6:49 AM ET and 6:50 AM ET today 2. $1.5 billion in notional value worth of S&P 500 futures were traded at the same exact time 3. It is not known whether one entity or several entities were behind these trades These trades likely generated over $100 million worth of profit in ~20 minutes.

2nd crop, Campo 9 🇵🇾 #Soybeans #oatt

🔴 IEA chief Birol: This crisis is worse than the two oil crises of the 1970s combined.

Rough week ahead, brace for impact. #oatt

Oil prices are no longer the biggest threat to markets. It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War. The 10Y Note Yield is now up ~45 basis points since the war began on February 28th. This is in-line with the rapid surge seen around "Liberation Day" in April 2025. As the 10Y Note Yield surged above 4.50% in April 2025, President Trump began floating a potential tariff "pause." And, once the 10Y Yield broke above 4.60%, President Trump officially implemented a 90-day pause on his reciprocal tariffs on April 9th, 2025. With the 10Y Note Yield now up to 4.40%, we believe the 4.50% to 4.60% range will be the "line in the sand" again. The US economy cannot handle a 5% 10Y Note Yield.

🚨 COLHEITA 20 de março de 2026. A colheita de soja em Mato Grosso alcançou 99,06% da área semeada, com avanço semanal de 2,64 p.p., entrando praticamente em sua reta final. 📊 Confira o relatório completo no nosso site. #colheita #safra #Imea #soja

Closing vol-run J-16.1% K-18.2% M-18.2% N-18.1% Q-18.7% U-18.7% X-17.6% F-15.8% H-14.5% K-13.2% #soybeans #corn K-25.2% N-27.0% #wheat K-32.5% N-32.7%

BREAKING: An oil tanker operator paid Iran a $2 million fee for safe passage through the Strait of Hormuz on Wednesday, per FT. Iran is now charging "favored" countries millions per oil tanker for safe passage through Hormuz.

@Badgerswimr @SoybeanTrader88 This is bearish..

@SoybeanTrader88 This won’t help keep that meeting date with Trump

#China #terrorism #soybeans #oatt 🇨🇳🌱😱