Darin D. Fessler ✝️
91.5K posts

Darin D. Fessler ✝️
@DDFalpha
Fut/Opt Trader | SVP - Market Strategist | Founder of the Alpha Trade | Futures trading involves substantial risk of loss & is not suitable for every investor
Lincoln, NE Katılım Mart 2011
2.7K Takip Edilen40.6K Takipçiler

@DDFalpha @LakefrontFuture That rain map is not bearish. Misses the majority of the corn belt. Market doesnt care about nebraska and rain.
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⛈️ Storms line up for the heart of pollination week.
🟡 SPC has an enhanced risk (level 3) parked over WI and eastern IA Monday into Tuesday, hail & wind biggest threat.
🔵 ECMWF ensemble follows through: a 1.25–1.57” corridor from the SD/NE line through portions of IA and northern MO over the next 7 days.
🟢 Eastern belt catches 0.3–0.7” not a soaker.
🔴 Rain during pollination is how weather premium dies. The market knows it. This map isn’t exactly uber bearish especially if one considers the geopolitical risk factors. IA needs a lot more rain than this after this week’s heat.
📊 Watch how Sept corn handles 446’0–450’4 with this on the board + Iran. Geopolitical events lean commodities friendly at open?


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As we focus today’s prayer on 1 John 1, “Walking in the Light” a deeper understanding of what John is saying is probably worth talking about.
🔸John wrote this letter late in his life, likely between 85–95 AD from Ephesus, where he pastored after the other apostles had died. He’s the last living eyewitness of Jesus, writing to churches under threat from an early form of “Gnosticism”… a false teaching claiming that the physical world was evil and only “secret spiritual knowledge” mattered. Some of these type of teachers denied Jesus actually came in the flesh, and others claimed that since the body didn’t matter, sin committed in the body didn’t matter either. You could claim fellowship with God while living however you pleased. John writes to demolish both lies. That’s why he opens the way he does: “That which we have heard, which we have seen with our eyes, which we have looked at and our hands have touched.” John isn’t offering philosophy, it’s HIS (John’s) actual testimony. He ate with Jesus, leaned against him at the last supper, watched him die, touched his risen body. The Word of life is not an idea, he is a person who entered history. Against teachers selling secret knowledge, John says the truth was public, physical, and touchable.
🔸Starting in verse 5 John explains his thoughts deeper. His first main point is the nature of God. “God is light; in him there is no darkness at all.” Light in Scripture means holiness, truth, and self-revelation. God is morally pure and he makes himself known. And here’s the confrontation, you cannot claim fellowship with a God of pure light while walking in darkness. John calls that lying, not merely being mistaken. Fellowship with God always shows up in how we actually live. Relationship produces resemblance.
🔸His second main point starting verse 6 is the honest path to that fellowship and this is where the chapter turns pastoral. John doesn’t say walking in the light means sinlessness. In fact, he says the opposite: “If we claim to be without sin, we deceive ourselves.” Walking in the light isn’t perfection; it’s honesty. It’s living exposed before God rather than hidden. The person in the light is the one who confesses. The person in darkness is the one who pretends. And when we confess, God is “faithful and just” to forgive, faithful to his promise, just because the blood of Jesus already paid for it. Forgiveness isn’t God bending the rules, it’s God honoring the cross.
🔹For us as followers of Christ, the role is clear. We are witnesses and confessors. Like John, we proclaim what we have seen and experienced in Jesus. FAITH is meant to be declared, not privatized. And we live transparently, quick to confess rather than quick to hide, because our JOY is made complete not by managing our image but by genuine fellowship with God and each other. The church (faith & belief in Jesus Christ) was never meant to be a gathering of people pretending to be clean, but of people continually being cleansed.
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Heavenly Father, I want to walk in the light with you today, but I know there are parts of me I still keep in the dark. Places I hide, sins I minimize, things I’d rather manage myself than confess. Your word says that if I claim to be without sin, I’m only deceiving myself so I won’t pretend with you anymore. Here I am, honest. I have sinned. I’ve fallen short in my thoughts, my words, the things I’ve done, and the things I’ve left undone. And yet you don’t ask me to clean myself up before I come. You ask me to confess. So I confess it all to you now, trusting your promise, that you are faithful and just to forgive me and to purify me from all unrighteousness. Thank you that fellowship with you isn’t something I earn; it’s something the blood of Jesus makes possible. Thank you that the message hasn’t changed: You are light, and in you there is no darkness at all. Draw me out of the shadows I settle for. Expose what I’ve been avoiding, not to shame me, but to heal me. Let my life proclaim what I’ve seen and heard of you, the word of life, made real to me. And let my joy be complete, not in circumstances, but in walking closely with you and with the people you’ve placed around me. Keep me in the light, Father. When I stumble, remind me quickly that confession is the way back, not hiding. In the name of our risen savior, Jesus Christ, Amen. #dailyprayer✝️
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Darin D. Fessler ✝️ retweetledi

Significant severe weather expected Monday. We dive deep into tomorrow night and Monday's severe weather in a new video: youtu.be/mXQIh0bK_Go

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🚨 #IRAN HEADLINES: What You Need to Know 🚨
🇮🇷 Tensions escalating as Iran dominates the #news cycle tonight
⚡ Multiple breaking #reports circulating on #strikes, retaliation #threats, and regional #escalation
🛢️ #Crudeoil watching every headline #geopolitical risk premium back in play
🌾 #Grain #markets not immune: freight, #fertilizer, and #energy costs all ripple from the Gulf
📊 Bottom line: Headline risk is BACK. #Volatility = #opportunity
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Darin D. Fessler ✝️ retweetledi

Today at 6 p.m. ET, U.S. forces began launching new airstrikes against Iran at the Commander in Chief’s direction. The strikes are designed to further degrade Iran’s ability to threaten commercial shipping in the Strait of Hormuz and swiftly punish Islamic Revolutionary Guard Corps forces who launched attacks against American service members in Jordan last night.
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Darin D. Fessler ✝️ retweetledi

Heavenly Father, forgive me for the times I’ve wasted my energy warring against the ones you’ve called me to love. Help me remember that the person who wounds me is not my enemy, they may be a captive of the same darkness that once held me. Give me compassion where I want to give condemnation. Lord, I confess that I can’t fight this battle in my own strength. The forces against me are stronger than my willpower, smarter than my strategies, and more patient than my discipline. But they are not stronger than you. Not one of them can stand against the name of Jesus. So teach me to fight the right way, on my knees before I’m on my feet. Make me a person of prayer, not just reaction. Train my heart to recognize the real war behind the visible one, so I stop swinging at shadows and start standing firm in you. Guard my mind when the enemy whispers lies. Guard my heart when discouragement creeps in. Guard my home, my family, and everyone I love from the schemes of the evil one. I don’t stand in this fight alone, and I don’t stand in my own power. I stand in yours. Thank you that the victory is already won, that the darkness has an expiration date, and that greater is he who is in me than he who is in the world. I pray this in the mighty and powerful name of our risen savior, Jesus Christ, Amen. #dailyprayer✝️
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Darin D. Fessler ✝️ retweetledi

🐖 USDA Hog Slaughter
Head: 2,310,000
vs Last Week: −2.3%
vs Year Ago: −1.0%
read more at lakefrontfutures.com/briefing/
#Hogs #LeanHogs #USDA

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@sacarlson8 @Barchart @BarchartAg I can't disagree with that. This is something I'll be talking about this afternoon in the Alpha Trade.
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@DDFalpha @Barchart @BarchartAg And that's assuming USDA is even correct. Basis here and many places would suggest we are already in pipeline supplies.
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🌱 #Soybeans: 20 years of price vs. stocks/use, one chart:
🔵 Blue line = US soybean stocks/use. Orange zone = sub-7%. Every major bean bull market of the last two decades 2008, 2012, 2021... launched from inside that zone. Not every sub-7% year rallied (2014-16 didn't).
📊 July #WASDE just projected 2026/27 back near this level.
🟢 #Record 4.475 bb crop at 53 bpa trend yield
🟢 Record 2.75 bb #crush on bean oil #biofuel demand, plus 1.66 bb exports = 4.52 bb total use
🔵 310 mb carryout = 6.9% stocks/use, near a 25-day #supply
⚠️ What makes this setup different: the tightness comes on a record crop. #Demand is doing the work. That also means zero #weather premium is in the number, 53 bpa assumes a clean finish. Every 1 bpa below trend removes near 84 mb, roughly a quarter of the projected carryout.
🟠 ZSX26, Sub-7% doesn't guarantee $13 beans but at 6.9%, the buffer is gone and any supply miss gets rationed through price. The $13 line on this chart is where the last tight cycles did their real work. #soybeans 🌱 #cmdtyView

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@patrickjmurray2 @LakefrontFuture Thank you Patrick! How are crops looking in your area?
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Soybean CFR #China: 🇺🇸 #US Gulf vs 🇧🇷 Brazil, Aug–Jan forward curve.
🇧🇷 #Brazil undercuts 🇺🇸 US Gulf across the entire board. The nearby Aug spread sits near $2.27/bu, the widest point on the curve before narrowing 🔻 to $1.88 into Nov as the US export window opens up.
But here's the takeaway, even at its tightest, the gap never closes. Brazil's offer firms into Nov (14.80) then fades as their new crop comes into view, and the US premium widens 🔺 right back out to $2.06 by Jan.
🇺🇸 US #Gulf holds a firm 16.50–16.72 the whole way out. At these levels, US beans need more than seasonality to win Chinese demand? Politically, China wants to play nice but the flat-price math still belongs to Brazil. 🛳️ 🌱 🇧🇷 🇺🇸 🇨🇳

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