Mike Tweedy

Yeah, I think you got both the U.S. dollar weakening and then just generally you start seeing a trend towards a little bit – trying to quash inflation, but now we're going to maybe reintroduce some inflation. Generally inflation is, is okay for these commodity markets.

Yeah, I think you got both the U.S. dollar weakening and then just generally you start seeing a trend towards a little bit – trying to quash inflation, but now we're going to maybe reintroduce some inflation. Generally inflation is, is okay for these commodity markets.

And, um, you know, to that point, uh, yeah, I think you, you kind of see some cyclical, Hey, we're going to start putting a few more dollars back into the commodity sector. Cause it's probably going to get a little inflationary and that spec money is kind of what drives some of these bigger moves and stuff. And,

And, um, you know, to that point, uh, yeah, I think you, you kind of see some cyclical, Hey, we're going to start putting a few more dollars back into the commodity sector. Cause it's probably going to get a little inflationary and that spec money is kind of what drives some of these bigger moves and stuff. And,

And, um, you know, to that point, uh, yeah, I think you, you kind of see some cyclical, Hey, we're going to start putting a few more dollars back into the commodity sector. Cause it's probably going to get a little inflationary and that spec money is kind of what drives some of these bigger moves and stuff. And,

You look at the price action in this market in the last 30 days, even against a bigger yield number last week on the WASDE and stuff. We traded lower briefly, but we're back above four pretty quick after the report. Never say never, but those are pretty good indications the market's priced a good chunk of what this crop size is. Now it's, again, looking for that next thing.

You look at the price action in this market in the last 30 days, even against a bigger yield number last week on the WASDE and stuff. We traded lower briefly, but we're back above four pretty quick after the report. Never say never, but those are pretty good indications the market's priced a good chunk of what this crop size is. Now it's, again, looking for that next thing.

You look at the price action in this market in the last 30 days, even against a bigger yield number last week on the WASDE and stuff. We traded lower briefly, but we're back above four pretty quick after the report. Never say never, but those are pretty good indications the market's priced a good chunk of what this crop size is. Now it's, again, looking for that next thing.

That's the demand piece, the inflation piece, whatever.

That's the demand piece, the inflation piece, whatever.

That's the demand piece, the inflation piece, whatever.

I mean, you still got to keep a close eye on the South American weather like all I mean, you know, the last five to 10 years. I mean, you know, that's that's our competition. And if they start having an issue down there, they've been very dry starting out.

I mean, you still got to keep a close eye on the South American weather like all I mean, you know, the last five to 10 years. I mean, you know, that's that's our competition. And if they start having an issue down there, they've been very dry starting out.

I mean, you still got to keep a close eye on the South American weather like all I mean, you know, the last five to 10 years. I mean, you know, that's that's our competition. And if they start having an issue down there, they've been very dry starting out.

But, you know, forecasts seem to indicate that they're going to start picking up rain in early October, which would be right around normal seeding time for a good share of their acres. If that transpires, you know, that's that's off the table. You still have some pent up what appears to be some Fairly significant bean demand going into the Southeast Asian markets through November, December.

But, you know, forecasts seem to indicate that they're going to start picking up rain in early October, which would be right around normal seeding time for a good share of their acres. If that transpires, you know, that's that's off the table. You still have some pent up what appears to be some Fairly significant bean demand going into the Southeast Asian markets through November, December.

But, you know, forecasts seem to indicate that they're going to start picking up rain in early October, which would be right around normal seeding time for a good share of their acres. If that transpires, you know, that's that's off the table. You still have some pent up what appears to be some Fairly significant bean demand going into the Southeast Asian markets through November, December.

And then, you know, I got the wild card of the elections coming up. I mean, there could be a lot of pluses or minuses at least construed from where that goes.

And then, you know, I got the wild card of the elections coming up. I mean, there could be a lot of pluses or minuses at least construed from where that goes.

And then, you know, I got the wild card of the elections coming up. I mean, there could be a lot of pluses or minuses at least construed from where that goes.