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Jerod McDaniel
8.8K posts

Jerod McDaniel
@JerodMcDaniel
Some dude from nowhere.
Oklahoma, USA Beigetreten Kasım 2024
2.8K Folgt5K Follower

@taylorcmoyer @jasonmauck1 Electric fence building is a modern day right of passage
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@JerodMcDaniel @jasonmauck1 I've been working on him hard to graze that wheat with critters in his system and make even more $/acre....he has sons! He probably won't even have to yeehaw them
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An old barn once sat here. In the 1950’s it was the Stockport livestock auction. We bought the farm in 86’ at the land price bottom for $1200/ac … they were asking $2500 the year before with no takers.
In the 80’s and 90’s we finished pigs in the barn and had cattle in the pasture
You can still feel and see that fertility 2 generations later.
We’re following 250 bu 100 day corn with strips of early wheat and group IV soybeans hoping to build some Organic matter so someone can feel grateful for it 40 years from now

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@JerodMcDaniel Well, not sure what the incentive for manipulation would be…
Guess it’s just hard to make a forecast, especially when it’s about the future ;)
But markets are not retarded. You saw it last year where markets priced in the oversupply well before the USDA.
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Grain's oversupply continues to grow.
Macro tourists get burned big time with their long wheat, long corn bets based on the idea that grain prices have to catch-up with the diesel & fertilizer rally.
Global ending stocks got raised further in yesterday's USDA report. This was driven by both corn and wheat.
In the US numbers were unchanged.
Oilseeds are less bearish with global stocks getting lowered slightly.
We are in that time of the year though were the focus starts to shift from the supply & demand of the old year to the new year. Farmers used the rally to sell their big old crop stocks (to funds) and now the big question is:
Do farmers get burned by selling too early when the annual weather market is just ahead?
Or is it the macro tourists this time that, an historic very rare occasion, are left as the bag holder learning the hard way that grain markets are not a meme stock that goes up parabolic?

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@silagechopper @frez777 And one more thing, some people kinda do this, but to hell with trying to AI every cow, it’s a waste & doesn’t do anything but keep bad momma cows in the system
Shit gotta be done as natural as possible with good mommas or the system fails from lack of decent animals.
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@silagechopper @frez777 So in summary, you’ve got to be a cow/calf minded producer, who feeds and manages like a feedyard operator and leverages multiple farming, forage, and ranching ideas into one big bundle.
So to answer it’s around 5000 acres, give or take a few depending on capacity to irrigate.
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Somebody should have said something…
Oh, that’s right, we did.
Repeatedly, for years.
Israel’s government is the real enemy.
Darth Powell@VladTheInflator
Damn Tucker is pulling off the gloves. "a storied history of blackmailing U.S. Presidents." This is the type of stuff that should drive revolutions.
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@Glen_Ring @Farm4ProfitLLC Agreed, watching folks deal with higher cattle prices definitely shows that.
In reality high cattle and even $10 corn is just reality catching up with a system designed to prioritize efficiency over equity, now the producers coffers must be refilled to allow them to continue.
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@JerodMcDaniel @Farm4ProfitLLC I meant how many bushels would it take to get $10 for corn? But if it gets to 10, you know we have to hang on - as it must be worth more!?!
Majority of humans don't know how to handle prosperity or providence when they come along.
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