Michael Minor

“Never touching leverage again” Crypto mfs after one green candle:

Pretty Ho-Hum WASDE today: USDA made no changes to U.S. balance sheets for #corn #soybeans #wheat ending stocks. World #corn stocks rose more than anticipated by 4 mmt. Slightly smaller arg soybean crop and unchanged on the large Brazil soybean crop.

What a baller lol.

#corn #soybeans #oil #wheat

Trump Expected to Pick Kevin Warsh as Fed Chair wsj.com/economy/centra…

@BradyD78 looks like this weeks exports could be suggesting China maybe stepping in. No confirmation obviously but with china corn prices so high and us so low (vs one another) it makes sense the huge unknown sales this week could be them. Trump in Iowa speaking next week. We can only hope

Any chance we see China come in and buy corn in large amounts and save us all like they did in 2020/21?

@LorenDempster @ottoscholl he got them to agree to what they did the last couple years basically @LorenDempster

@ottoscholl Is 12 or 25 million significant in the scheme of things?

Beans going full belt to ass.

🚨 BREAKING: Trump secures agreement from China to buy 25M tons of US soybeans annually, 12M tons immediately, Bessent says

NDVI looking great only because the poor pollination is keeping more sugar in the plant is the most cringe take I’ve seen yet 🤦‍♂️ I don’t know who needs to hear this, but there is a massive crop out there. Most of us got caught under marketed and with our pants down. No amount of online posturing is going to change that fact. Fingers are on the scale to reduce inflationary numbers and we are bearing the brunt of it. Equities need to lose before commodities start to win

Magnificent 7 stocks are all that matters: 45% of global fund managers say “Long Magnificent 7” is the most crowded trade, according to a BofA survey of 169 participants with $413 billion in assets. This follows 2 months when “Short US Dollar” and “Long Gold” topped the list of most crowded trades. Currently, Magnificent 7 stocks are up +48% since the April 2025 low and reached an all-time high last week. The group now reflects a record 34% of the S&P 500’s market cap. Last week alone, Apple shares, $AAPL, surged +13%, posting their largest weekly gain since July 2020. How crowded can it get?

Rug Pulled (for the day)

@LEAADFarms @AgProfessional thats close to you guys isnt it? @LEAADFarms

@LEAADFarms @AgProfessional Disease pressure showing up in NE Neb, MN, and SD with these wild weather swings. Normally in the past 10 years NE Neb is so dry by now. Pivots shut off is crazy to hear there. Sadly some spots got hit pretty hard this weekend West of Omaha it sounds like.

🌽 Just Released: Our 2025 National Corn Yield estimate is out! Check out the highlights from our latest crop tour and hear the full discussion in our webinar recap. 🎥👇youtu.be/xTHajhi0cXg #oatt #cropwatch #corn

We always look forward to see what stonex and @ArlanFF101 has to say. Thank you all for following along on our crop tour this year.

@Freedomfiat @AgProfessional @GrainsGorilla 😂 so good

@AgProfessional @GrainsGorilla But my ndvi is near record highs

17th stop was in La Salle Co, Illinois. Samples so far in the state of Illinois are all below last years. Same story here. Not a bad crop by any means, but about 10 bu off of last year levels in this county. #OATT #cropwatch #croptour

Interesting perspective. Also about to enter that depressing equity preservation mode for the grain producers.

We just revealed our podcast for Illinois and Indiana final yields. Listen in to what we found this year on our Pro Ag Crop Tour. #oatt #cropwatch

@LlcHughes @AgProfessional I could not agree more. Last year was a record yield so its obviously always difficult to beat that. However, i wonder if this year we will figure out how much our dry finish really took off last year. Thank you for the comment Paul.

@AgProfessional Given last year's yield got hurt badly because of dryness from late August to early September, it seems likely this crop could be assessed as 10 bpa lower now, but end up higher provided there is not a repeat of the bad finish of last year, no?

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11 stop was in Tipton Co Indiana. The samples we pulled were similar to our previous stop. Very similar to last yr. Last year this area did quite well just off the Co record. With ample rainfall and good crop conditions in this region a yield of 220 is in reach. #OATT #corn