All's Fair After every report, we run a few calculations and try to box in a "fair value" for the...
Read moreGreat Expectations One trader opined that US end stocks would have a "3" in front. That certainly whiffed, and that...
Read moreIndian Riddle India's end stocks will be 500 kb less than last month, according to the USDA/FAS/Gain report. Consumption was...
Read more100,000 Three Times About that volume yesterday of some 100k. Here are 3 other days in which volume traded at...
Read more80c Weapon Sales were routinely very good at 306 krb, with China tops at 99, Turk 2nd at 72, Pak...
Read moreEarly Roll Spec funds love to roll longs when a market is inverted, but cotton is giving them some heartburn...
Read moreRising Tide The Fed is making a little noise about interest rates, with Kaplan suggesting higher rates is "a healthy...
Read moreMarch 2008 Most traders can easily recall when cotton had its "Gamestop" moment. A few days before the Mar 2008...
Read more5 Weeks to Target If sales keep hitting 300 krb/week, the US will have secured the target in 5 weeks. ...
Read moreRolling With The $ The $ is teasing, testing, pushing and poking to turn up from a 2 month sideways...
Read moreWith Danny Riley and the Team