Howard Baumgartner

[Howard Baumgartner @BaumgartnerFarm]

@Grain_Cycles What decides a short crop? Is the crop shorter than we thought, yes but it’s still a massive crop. Am not trying to argue or say you are wrong am just curious how to look at it.

[Howard Baumgartner @BaumgartnerFarm]

@Matthew1530896 @DannyAssman @TheGrainiac @FearlessGrain The merchandiser goes short the board. FC Stones clients are mostly commercial elevators. They don’t care what flat price is, they make money on spreads and basis and logistics. Doesn’t matter if they buy corn at $4 or at $6 they don’t spect trade bushels bought from farmers.

[Howard Baumgartner @BaumgartnerFarm]

Tell me you don’t know how a commercial elevator works without telling me.

[Brian Elsasser @BrianElsasser2]

An absolute joke. They represent commercials and want low prices. I bet hardly one person who responds to the survey ever walks in the field. 14 and 16 this year and last year mostly 18 and 20

[Howard Baumgartner @BaumgartnerFarm]

@cb_catt We got 1.2” this morning. Northeast is

[Howard Baumgartner @BaumgartnerFarm]

@ChristIsComing5 Amen

[Howard Baumgartner @BaumgartnerFarm]

@ObedArchimedes Amen

[Howard Baumgartner @BaumgartnerFarm]

@DavidFischer Amen

[Howard Baumgartner @BaumgartnerFarm]

@TheRich_Gospel Amen

[Howard Baumgartner @BaumgartnerFarm]

@TheRich_Gospel Amen

[Howard Baumgartner @BaumgartnerFarm]

@cb_catt @cer_hedge I always looked at it that a lot of payments and cash rents are set up on 3 or 5 years so a chunck of your inputs are probably already know at least enough you should look at 10-20% of crop

[Howard Baumgartner @BaumgartnerFarm]

@BradyD78 2023 was one of our absolute best years yield wise in extreme NE KS. Didn’t have go far it was ugly.

[Howard Baumgartner @BaumgartnerFarm]

@FarmerTheta @NickHorob This is no bs….two months ago I ask chat gpt to make me a marketing plan for corn. I told it my breakeven, that I wanted to be 50-70% sold by July 1. First sale it said to make $4.85 on March 15…I thought it was nuts.

[Howard Baumgartner @BaumgartnerFarm]

@ckleene @GrainStats Where are all these corn acres switching to beans? Corn been a better play all along. Had really open fall lots of Nitrogen already put on. Corns damn near $5 on board farmers gonna plant corn.

[Howard Baumgartner @BaumgartnerFarm]

Can anyone give me a decent reason not to short this Talley in grains big time?

[Howard Baumgartner @BaumgartnerFarm]

@247dotAg After the track record last couple years better hold on because we will probably have massive drought.

[Howard Baumgartner @BaumgartnerFarm]

@BradyD78 Probably can’t on normal bushels. But you can sell 26, 27, and 28 corn .50-.70 higher than that now so if you are super worried about getting under that maybe hedge some.

[Howard Baumgartner @BaumgartnerFarm]

@BradyD78 Not saying he’s wrong but the no notable drought signals scares me more than anything after so many called for a drought last year and where dead wrong haha.

[Howard Baumgartner @BaumgartnerFarm]

@gwiesefarms @BradyD78 So when you say plenty of equity your not talking straight working capital. You mean equity in equipment and land that they could term negative working capital out against?

[Howard Baumgartner @BaumgartnerFarm]

@BradyD78 I fully agree. If it goes higher hopefully you still go 50% to sell or you always got next years crop. The farmer is a natural long until he decides to retire that’s the only time he will truly be short the market. Better to be short and wrong early than long and wrong late.

[Howard Baumgartner @BaumgartnerFarm]

@DDFalpha Started at $4.75 if we get back to $4.80ish I’d go to 50% real easy