Billy Baker

Agriculture | Business | Economics | Bourbon| Random stuff | Opinions Are Mine |

[Billy Baker @fundyfactor]

Most really good traders have a winning percentage somewhere around 40% - 60%. Not much different than a coin flip.

Being successful is all about position sizing and risk management.

[Billy Baker @fundyfactor]

You could argue that everyone was on the same side of the boat last week....

[Billy Baker @fundyfactor]

A trillion dollars is incredibly hard for me to wrap my head around.

… good thing I’ll never need to seriously consider what to do with that kinda cash.

[First Squawk @FirstSquawk]

IRAN CONFIRMS US IRAN DEAL

#BREAKING

[Billy Baker @fundyfactor]

@GrainStats Ironically, the fact that I get to do this for work keeps a lot of my other vices under control.

[Billy Baker @fundyfactor]

@GoddessofGrain

[Billy Baker @fundyfactor]

Bought the corn bounce… lost money.

[Billy Baker @fundyfactor]

@traderchicago7 Congrats!

[Billy Baker @fundyfactor]

Wait till they find guns.

[Faber @dfaber84]

Europeans after discovering Waffle House, BBQ, Military Flyovers and Pickup Trucks.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran announces a full shutdown of the Strait of Hormuz following US strikes on Southern Iran.

[Billy Baker @fundyfactor]

@dtnpf Corn production weight it… it ain’t great, but it ain’t that bad either.

[Billy Baker @fundyfactor]

@JJ_TERP @aghedger @cer_hedge Could also be a long hedger removing upside risk vs plan with a long term bearish outlook 🤷‍♂️

[Jeff French @aghedger]

Someone calling the bottom in corn

Bought

16,000 Dec corn 490-530 call spread for 6 3/8 cents

$5.1 million premium

[𝗙𝗜𝗔𝗚𝗢 🇩🇪 @fiago7]

First time experiencing this flyover Americans do before big sporting events and I have to say it goes kinda hard

[Billy Baker @fundyfactor]

@MisterCommodity @MrMaitra Couldn't have said it better.

[Billy Baker @fundyfactor]

@DDFalpha @LakefrontFuture 💪🏼💪🏼

[Karen Braun @kannbwx]

🐂Mexico, in coordination with USDA, has suspended most live U.S. animal imports after five screwworm cases were confirmed in the U.S. since last week.

Mexico has recorded more than 28,000 cases since late 2024.

[Karen Braun @kannbwx]

🇨🇳China imported 11.79 million metric tons (433 mbu) of soybeans in May, down 15% from a year earlier but above both the month's average and analyst expectations.

Through eight months of 2025/26, total imports were up nearly 4% on the year but off 2022/23's record pace.

[Andrey Sizov @sizov_andre]

Hotter and drier weather is returning to France and Germany around the key grain-filling stage for #wheat.

That is not a friendly setup for EU crop potential.

At the same time, Sep Matif still refuses to break cleanly below EUR 200.

Not a bad place to start thinking about bullish risk/reward. Yes/no?

#oatt #sizovreport #agwx

[Billy Baker @fundyfactor]

@oilin60 Always fade bank research on any commodity… period.

[Billy Baker @fundyfactor]

Markets want to bounce, but need a reason other than falling off a cliff last week.