Jonathan Bottiger

@Farm4ProfitLLC Saying NO

What’s one thing you stopped doing that made your farm more profitable?

@GrainsGorilla PLC …. Mentioned that The largest vol trades dominating price.

Would be covering May corn shorts here! We have seen enough liquidation and cash is firming! Farmer has shutoff.

@JerodMcDaniel @swksfarmer Probably using a PGR!

@swksfarmer You mean 8.4 bpa? 😂

Less than 12 inch wheat headed out in NC Ok. 84 bpa 80mph wheat tour

@traderchicago7 Farmers own them in mega mega mega size. Fact Do what with you as you choose , but the same trade is bigger y/y

Everyone just needs to selll collars .. win win .. will make the market move .. corn almost unchanged on year ..

@SoybeanTrader88 The numbers changed about 2 semi loads of beans too!!

#soybeans #oatt. Riddle me this…when was the last time beans had a 3.5c or less 5 min bar reaction to a WASDE? How about NEVER! NEVER! NEVER!

@SawyerWhisler The avg hourly workweek is around 33 hours. Yep - google the avg hourly workweek trend for 50/60/70 years.

If you didn’t know already, nobody's coming to save the middle class. It has to save itself.

@traderchicago7 You are on to something. 😊

“Take the year-to-date median price—we’re not moving much off it. The giant algo is just out there collecting ticks on everything.”

@GrainsGorilla @gemoscatelli PLC ARC ECO SCO

The $150-200 crude oil price commodity portfolios have finally realized that a Recession is now our greatest fear and products like Ags which have a global surplus are seeing demand destruction already. Market is extremely Long Ags and is tired of trading Iran war conflict. We saw the same thing during the Russia/Ukriane invasion. Ags are a supply/demand market. Can only pump so much macro money into them until the buying makes no sense. Corn and wheat are barely hanging on by a trend line and beans with a massive bear flag. Next round of liquidation opens up massive downside and liquidation in our markets. BRZ and ARG crop estimates in beans and corn are being raised weekly and you have an undersold farmer in South America. Things are about to get real ugly!

@sellis1994 You must be running them big floaters this year …. Nice upgrade.

Planted through 3 acres that never gets planted for standing water I hope it isnt an omen I do a lot better when that 3 acres is drowned out

@DonMiami3 @redbull @MacroEdgeRes @RESightsbyME @MacroEdgeVision Red Bull has a hedge fund …. You have them as a client ?

Hard to top the southwest for saying mentally sharp. I love the silence.

@DDFalpha @ISU145 Anyone have an opinion on how the rains came for wheat ? The market is not trading rains on the corn belt …..

@ISU145 Use as you see fit my friend! We’re all in this together.

My breakfast mullings: With much of the US Midwest receiving 1 to 4 inches of rain this past week, the drought narrative is beginning to dwindle. Granted, more rain is needed, however historically once widespread rains begin they rarely shutoff. I'm sure some will try to argue planting delays. My takeaway is this, the last pillar holding together the grains is crude oil, but the grains have started decoupling from crude. If crude oil collapses, I would be terrified by the prospect of the funds liquidating their large longs in soybeans and corn, especially with grains already beginning a downward trajectory. Shoutout to @DDFalpha, I borrowed 2 of your past 7 day precip maps. Yours were nicer than the ones I found and more revealing.

@GrainsGorilla Thank you !!

@CBKimbrell @MdMcLean1 @apasztor82 But his last name is mCLEAN 😂

@MdMcLean1 @apasztor82 Without a doubt. Andy's bolts are painted.

I dunno.. @apasztor82 tractor is nice… but I think ours might be Nicererer … #AndyCleanWars

@traderchicago7 @SamuelBHudson They regulate volume for corporate buyback programs. Strict rules

@SamuelBHudson We just freeze markets algo .. look at daily volume if someone is taking up 10 percent disclose it like insider trader in stocks who it is..

I still don’t understand how regulators allow a single algorithm to dominate such a large percentage of daily trading volume in commodities. I track algos, and it’s obvious — in grain markets, one algo can easily take 20-30%+ of the daily volume. This should not be allowed. No single algo should exceed 5% of daily volume. Thoughts?

@traderchicago7 You are buying corn tonight

I’m watching guys who grow corn complain about gas prices. That’s exactly why I like trading corn—you can’t make this up ..

@KirillTalai @Citrini7 Sounds like loading up on airlines !!

If this is your first foray into the “geopolitical commodity disruption” trade - look at this chart and realize that you need to have one foot out the door at all times. These are not secular moves, do not believe anyone who - once the cycle sets itself up - tells you a smart sounding story about how they are. The moves contain within them the seeds of their own destruction. They are trades.

@traderchicago7 Yeah - Should have , but didn’t. I made a plan on Thursday and wait until Sunday. Beans - they seem to be the finding trade going forward

@jonbottiger It’s on such steroids hard not to see

Order flow algos on steroids this week—suppressing vol hard. Feels wrong; should’ve been much higher. Was going to play did not like volatility something is off …

@traderchicago7 Bessent and the NY Fed. Look up the head of NY Fed open market committee. AKA head trader. Someone already knows ….

@traderchicago7 @ErickFarmer73 We had 18 plus months of low vol in grains. Now it’s time to embrace the animal spirits !!

@ErickFarmer73 Have not done this in a while but I’m buying vol

“I’ve never seen this level of confluence before: so many major markets are simultaneously parked right at critical pivot levels. This setup screams high-probability action—price will either turn sharply (reversal/bounce) or snap through decisively (breakout/breakdown). Volatility could spike fast from here.”