Trey Phillips

"Chart patterns don't work" $INTC: Hold my beer

Here comes our commodities expert… how’s that super-cycle playing out?

@EduardoVanin4 Interested

Daily Brz cash market report. For those interested in receiving it, please let me know.

@wapp56 Definitely has efficacy against broadleaves, but depends on how many lbs of AI (glyphosate) are the material, what rate you’re applying, and what else is going in the tank. Admittedly, the chemistry is not what it used to be.

How does glyphosate still have broadleaves on its label? According to it I can kill 12” Waterhemp, 24” Pigweed and 20” Lambsquarter. Right……

@jasonlbritt @dtnpf Would encourage you to look in to Neon, Marex’s front-end execution, trade management, and insights platform.

Anyone else having trouble with their prophetX or DTN on signal? @dtnpf just seem to be throwing up their hands and saying not our problem.... 30 years with them looking for someone new.....

@DDFalpha @shlimbo43 Feel free to message me personally if you’d like to talk more.

@trey__phillips @shlimbo43 What’s the reasoning? Not saying you’re wrong or right just curious as to their reasoning you think. Argentina? US Wx? Acreage? Spread action? Basis?

Well, long liquidation certainly happened. This wks COT report on #corn was ugly, real ugly.

@DDFalpha @shlimbo43 Most think old crop is going to get tight.

@DDFalpha @shlimbo43 Based on the conversations I have had, I think you will see a lot of funds adding corn length after the first of the year.

@shlimbo43 Managed money trade sold +71K contracts as of 12/6 which was roughly 37% of the overall net long futures & options position. This is also the least long they have been since Sept 2020. I believe it’s also the largest wk over wk decrease since Feb 2019.

@Darin_T80 @Trader_mcaruso @jamesericwebb The market is completely mispricing where the tightness in fertilizer is right now— less in phosphates, more tightness in potash and nitrogen. Owning MOS is a pure-fertilizer play, owning NTR is owning a vertically integrated and well-diversified play on the entire ag industry.

@Trader_mcaruso @trey__phillips @jamesericwebb

Good $MOS quarter. CEO talking about a 2-4 year deficit in the market, so possible long runway and earnings higher for longer. Price pushing back up through the 50-day moving average on volume

China's random number generator has never had to work so hard

@JFergusonAU SEC officiating would call this targeting.

video proof: twitter.com/Henry_Patton23…

idiot on the field just got hit stick-ed

"Inflation Reduction Act" will go down as the largest middle - lower-middle-class tax hike in US history. *THE IRS WILL BEGIN SCRUTINIZING INCOMES LESS THAN $20K FROM PEOPLE SELLING ITEMS ON EBAY OR COLLECTING MONEY VIA VENMO. * $80 billion in increased IRS funding over 10yrs.

FIRST EVER CARGO OF U.S. MARS CRUDE OIL DISCHARGED IN GERMANY'S ROSTOCK PORT -TRACKING, SOURCES European gas-oil switching just put the lows for US gasoline prices

#GMOs safe for humans, animals, FDA affirms in new education materials. agri-pulse.com/articles/18081…

Imagine thinking the US Senate can save the world

One of the greatest farming enigmas to afflict growers in the last 100 years has been solved, yet the answer sits idle. agweb.com/news/crops/cro…

White House says drain of 125 million SPR barrels has artificially lowered price of gasoline by 40 cents. Guess what happens when the SPR drain ends in a few months and it's time to refill it.

Odessa Port Rocked By Missile Strikes Hours After Ukraine Grain Export Deal Signed zerohedge.com/geopolitical/o…

AutoPath from Deere is a game changer. It records planter passes and allows you to use those lines on every application in season. Sprayer ✅ Sidedress ✅ Rowcrop cultivator ✅ Combine ✅ No changing guidance lines, just select field and go!