Posted 1/26/2024 18:04 (#10594908) Subject: Alright, time to do an about face…Soybeans.
This will be too early. I can promise that.
I am now bullish Soybeans…
Funds are the second most net short ever, just 18k contracts behind 2019. Im more often way early on these predictions than right on. I like suffering. Builds character…
Long corn
Still hedged on Soybeans but looking for a get out spot.
Long hogs (funds have been buying, just getting started. I been long for a while.)
Hedged in cattle (expect funds to go net short at some point. Would rather continue to be hedged on an up and wait for that.)