BullPfantz

@PRIMEFARM Our best corn the last couple of years was planted in May.

If Iowa goes 1 more week without planting which looks very likely, we are at trend line yields at best.

AI is screwed. What are they going to do with the billions of dollars of chips they are buying when they become obsolete in 24 months? Or when the data centers and the infrastructure is outdated by the time it opens? The most capital intensive business in history.

@magaman Anthropic is the diamond 💎

$VCX and $RVI holding both. Getting awesome exposure to so many great private companies, Anduril, OpenAI, SpaceX, Databrick, Ramp, Oura. But then we get shit companies like Anthropic

@BenMillerise Thx Ben! It’s been incredible ride so far and can’t wait to see what you and the folks have up your sleeve.

In 2011, I pitched a top securities attorney in New York on democratizing investing. After hearing me list all of the ways I believed retail investors were disadvantaged by the financial system, he just looked at me and said: “Why would you bother with the little guy?” Today, 15 later, we’re listing the @fundrise Innovation Fund on the NYSE under the ticker $VCX. The financial system has a structural problem that most people can feel but few can name. The most valuable private technology companies are worth hundreds of billions, even over a trillion dollars, and they’ve never gone public. The wealth creation that used to flow through public markets—enabling everyone to participate—now happens behind a wall that excludes everyday investors. AI compounds the urgency. The companies building the most transformative technology in a generation are growing at rates we’ve never seen before, and the gap between who owns that growth and who benefits from it widens every quarter. We started working on the Fundrise Innovation Fund in 2021 to test whether a public venture capital fund could work. Over 100,000 investors now own a portfolio concentrated in the leading private AI and technology companies, making VCX one of the largest funds of its kind to ever list on a major exchange. No accredited investor requirement. Now available in any brokerage account. When that attorney asked me why I’d bother with the little guy, I told him: because they’re getting screwed! But I believe today marks another step in building a better financial system for the individual investor. Onward

@GrainStats Hell yeah Arlan!

Arlan right now

@Bkitch1Bodie The game is rigged!

Here’s a reminder that agronomy is done in the field not from a satellite imagery. Or driving at 55mph past it. One pic it’s obvious it’s dry. The other 2 pics you’d look at satellites and corn is green and looks good. Your algorithms and formulas don’t predict reality

@Bkitch1Bodie The gane is rigged!

I have hillsides burning up and we didn’t burn up this early here in 2012. But yes tell me about this record crop on record acres.

@AdamSpelhaug Sacrificial lamb.

I wonder what the rating is for how this hybrid handles wet ground

@bl_ag_inc Did that in May of ‘22

Looking back should’ve hedged 5+ years of production in 2021

@ckleene @swksfarmer Umm…the USDA doesn’t pay out claims on insurance. They subsidize the premium for the policy which is paid to the AIP. The AIP then manages the risk(liability) through different avenues such as taking 100% risk, push risk off to reinsurer, etc.

@swksfarmer Here is a different conspiracy theory. . . Why doesn't the USDA inflate numbers just enough not to pay out revenue insurance across a large swath of the US thereby "harvesting" farmer insurance premiums? That seems way more realistic than artificially depressing them.

There is a lot of crow eating in this platform that’s gonna happen when the USDA prints a sub 94 myn corn number.

@GGunthorp I rotationally graze 25 ewes on a solar farm that the local city owns. Grazing is free. Less mowing for city workers. Grass does grow under the panels, but sheep graze it and lay under panels for shade. Win/win in my book.

Just thinking out loud today…. If the big opposition to solar is no farming taking place…… Solar grazing sheep has potential to generate way more agricultural economic activity per acre than corn. 3-5 ewes per acre compared to corn isn’t a contest.

@stoolpresidente Feed it to the dogs.

Ryan Whitney

Encouraging price action in #corn today 🌽 July nearly tested those Feb lows of $4.22 Meanwhile Dec corn broke the Feb lows of $4.46 Both were double digits, yet they rallied back nearly closing green Leaving a strong reversal type candle Perhaps a signal the bottom is in..? Major report Friday.. *** Try our daily grain updates, signals, & 1 on 1 plans free 👉 dailymarketminute.com/freetrial

@gfy_ag Central Iowa 85% done corn and beans. One day next week and we’ll be done. Very optimistic on what’s already seeded. Conditions feel greenhousey.

I don’t remember anything BC (before Covid) weren’t the I states mudding it in, in late June? Today is May 8th. Seems like a long way off? Let’s hear from our Istates farmers? How much time before you have hit the panic button and mud it in.

@MarketMinuteLLC @FearlessGrain Except we’re not below $9 this year. Yet.

What happened the last time Brazil had a drought? Here is a great chart from Shawn Hackett. The 2015 to 2016 growing season they had a historical drought. Soybeans continued lower despite the concerns but eventually found a bottom the last week of February before ramping higher once the market and the funds finally realized how short the Brazil crop was. Of course no years are ever the same. But it’s interesting how long it took them to realize the damage last time. We could be potentially looking at a similar scenario this year if the Brazil crop does indeed wind up being as small as some bulls indicate it is.. *** Try our daily updates free. Become a price maker 🌱 dailymarketminute.com/freetrial

@dmcbride77 I don’t think X is fast enough nor have I really seen him want to engage downhill like Castro.

Crazy idea with the news of DeJean declaring Move Nwankpa to corner Schulte comes back Castro comes back Koen Entringer starter at strong safety

@ChadLeistikow Can’t catch a pass on the numbers. Sad.

Kaleb Brown makes some ridiculous catches in warmups. He really has taken a jump in December, I was told. Expecting a good day from him.

@HawkeyeFootball @dhillsb10 lol

Dialed in. @dhillsb10 x #Hawkeyes

@jcolesimpson Central Iowa 9,000 trees in production with open field to expand.

@jcolesimpson I’ll sell you my tree farm and I’ll work for you one month a year.

I am buying a Christmas tree farm This is a conversation I have with myself every November after Thanksgiving, I can't be the only one, and not because I want my own hallmark movie But because these things have to print cash... This year I finally did a deep dive Turns out one of my dad's fraternity brother's family owned a Christmas tree farm in Mississippi What you need: Christmas trees grow on an 8 year cycle and you can plant around 1500 Christmas trees per acre Assuming we want to sell 3k of our own trees (we will also buy some from other parts of the country) We will need 16 Acres This will allow us to sell 3k homegrown trees a year, and 2k wholesale trees a year Allowing us to sell 5k trees a year The Economics: According to my sources (a few conversations and my own anecdotal experience) the average ticket is around $150 If we sell 5k trees (I spoke to the people where we went today, they said they sell 3-4k easy) then that puts our gross revenue at $750,000 $750,000 for one month of work The Cost: According to my interweb searches I can buy something that fits this description for 500k If I use an SBA loan I can put 100k down and have a payment of 4600 on a 15 year amortization Giving me a debt payment of $55,200 a year Lets assume an upkeep of 5k a month and to run everything in in the high season 40k Putting my operating costs at 95k Operating costs+Debt Payment puts me at 155k a year to run this thing The Profit: If we assume a 30% profit margin (I feel like we could beat that) then gives us a 225k profit minus 155k in operating expenses and debt Our net profit is 70k a year on a 100k investment What do you think @mhp_guy should we buy one?