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Riley
4.9K posts
Riley
@AgDaddy63
Servant of Jesus Christ, Grain Farmer, professional precision farming technician, and husband, Dad to Henry
cayuga, IN Katılım Mayıs 2020
625 Takip Edilen830 Takipçiler
Headline hubris doesn't reduce stocks
Riley@AgDaddy63
Book new crop. It's getting spooky out here
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CNBC's first segment after the opening bell is on grain and livestock markets, don't see that, like ever........I don't know what it means yet, but I'm sure it means something.
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What Safe Haven's are you considering right now?
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1. Cost of Production
2. Target Margin (%)
3. Working Capital
4. Boat Payment
Farm4Profit Podcast@Farm4ProfitLLC
The farms that survive the next 10 years won’t be the biggest. They’ll be the ones that know their numbers better than anyone else. What’s one number every farmer should know daily?
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@brianmarple17 @Storm5farms Sad to say 12b is nothing in today's infrastructure
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@AgDaddy63 @Storm5farms Yeah let’s get that 12b together to build that plant. You first.
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U look at the algo domino trade
We have chance of going tits up .. looks like to me .. if gap lower tomorrow..
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grains must be starting to go into a sustained bull market as you’re seeing AI-powered slop analysts come out of the woodwork all of a sudden
just an observation
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Just absolutely love to see it! First bin almost emptied. It’s been a huge learning experience for never having bins but I’m glad we did it. Corn is moving smoothly today and that makes ya feel better
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"The Age of Influence" ™️ waxes on
x.com/agdaddy63/stat…
USDA Animal and Plant Health Inspection Service@USDA_APHIS
🚨 FALSE ALERT: There is a FALSE and BASELESS article claiming a “mystery respiratory virus” is devastating Texas Panhandle feedlots. No credible sources report any such outbreak. Trust verified updates from USDA APHIS - don’t spread rumors.
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@sanegrain They like to make these posts then you inquire and they can't seem to get to you
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@_TheMizzouTiger @GoddessofGrain We’ll see.
No follow-through and soy oil reversed doesn’t look like a confirmed breakdown yet
If it is, market will prove it.
BTC’s been fine, added at 63k
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@AgDaddy63 @GoddessofGrain Also who said sell everything. Old crop beans is all I am mentioning. You know hence the July 26 chart. New crop no rush. How’s BTC working out
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I was an active seller the last two weeks as well but.... The Xi meeting is just delayed not canceled, I still believe there's right tail risk...
Limit down beans and now everyone’s a forced seller?
soy oil fails a breakdown < $64
I just don't have the sell everything sirens going off yet
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@AgDaddy63 @GoddessofGrain Chart. Old crop bean bulls needed fed everyday. They had a lot of feed but that pile is about gone.
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@Flagpole_Canada Yes, not financially attractive at the moment but my main point is that.. There is no underlying supply risk
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@AgDaddy63 LNG trade has generally had better margins with less work.
Easier pivot too as US has historically had lots of LNG infra, just in the wrong direction.
Maybe when heat pumps, nuclear and solar take over.
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@AgDaddy63 You see that red line I drew back a few months ago. That was the turn I got long on. $2 rip from there. O and ask @GoddessofGrain About my 1220 and 1260 targets going back months ago. I’ve been very transparent on my thoughts on beans.
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