No new grain bull market.
The inflation trade is over.
No matter which market you look at, it's all pricing the same: Iran war is over, new FED chair surprisingly credible and interest rates will be stable and cut later because a wave of oil is coming.
☑️Oil down
☑️Bond yields down
☑️USD up
This is dominating corn, wheat and soybeans in the very short run too.
Any rallies are only technical short lived squeezes that get sold again (best example is what we see today).
I'm convinced that 99% of success is just the ability to outlast uncertainty. The one who can tolerate the most uncertainty is the one who will eventually win.
I say this every year, but this region is the most underrated place in North America. Just some unreal natural beauty. I don’t think Montana or South Dakota has a single ugly square mile
Your brain basically stopped recording your life around age 25. Everything since then is a blur for a reason.
Neuroscientists measured this so many times they named it: the reminiscence bump. Ask anyone over 60 to recall their strongest memories and almost every answer clusters between ages 15 and 25. The decade where everything was new. First job, first apartment, first real relationship. Your brain encoded each day because nothing had a template yet.
After that window closes, most people enter a repetition loop. Same commute, same office, same weekend rhythm. The brain stops recording repeated experiences as distinct events. A year with 300 novel days leaves 300 memory anchors. A year with 10 leaves 10. Both took 365 days to live. Only one of them will exist when you look back.
This is why people at 50 say "where did the time go." The time went into routine that felt like living but left almost nothing behind.
Your remaining years are fixed. How many your brain bothers to remember is entirely up to you.
I'm finally reading Dune. This quote, which is in the first few pages, hits hard:
"Once men turned their thinking over to machines in the hope that this would set them free. But that only permitted other men with machines to enslave them."
Welcome to their HOUSE! 🏫🏒
The #CollegeHockey faithful SHOWED OUT in 2025-26 😍👏
From sold-out barns and standing-room-only crowds to packing football stadiums, college puck continues to deliver some of the best hockey atmospheres in the world 📈🫡🌎
A few ways to break it down...
👑 Attendance Kings
🏟️ Most Packed Barns
🎫 Total Home Attendance
Which rink has the best home-ice advantage in college hockey?!?👇
What a hard sell-off in grains. It will continue until all the macro tourists and bulls are forced out.
Panic selling is present now, so it feels like the last crash lower before we form a bottom
Exclusive: Russian spring wheat planting continues to face delays as persistent rain hinders growers, risking lower harvests. “This is the slowest planting pace since 2018,” @sizov_andre , head of consultancy SovEcon, said, with the largest delays in Volga and Siberian regions
Russia’s spring #wheat area may be the smallest in decades.
As of late May, Russian spring wheat area was at its smallest level in many years.
The key reason is not just delayed planting. Farmers are shifting hard into crops with better economics, especially oilseeds.
Interestingly, even Siberia - where the climate is broadly similar to Canada - is trying to plant more sunflowers instead of wheat.
That is negative for the new wheat crop. In May, we (@SovEcon) forecast Russian spring wheat area at 10.5 mln ha, down 0.5 mln ha year on year, but that number now looks too optimistic.
Bloomberg: “This is the slowest planting pace since 2018,” Andrey Sizov, head of consultancy SovEcon, said by phone, with the largest delays in the Volga and Siberian regions. Spring wheat acreage could fall even lower.
#sizovreport #oatt #agwx
Stairs up. Elevator down. But this one has no brakes.
Sep CBOT #wheat is approaching its April low.
Shortly after the China commitments story, we flipped bearish - but we did not expect the sell-off to be this brutal. Nearly 15% down in two weeks.
The next question: when does this become a buying opportunity?
Our view:
https://t.co/aUa0DsUj8d
#oatt #agwx #sizovreport
@SavageDeficit @JohnRichTV NHL at one time was like chess on crack. I used to nerd out. First HUT arrived and broke my heart, then NHL 25 curb stomped it.