JayGalio

Long term debt cycle catastrophist. Trend follower by trade. Short straddles by principle. Not investment advice - commodity indexing is for grownups.

[BAM Weather @bam_weather]

I know generally everyone loves the forecasts right now with the lack of heat and generally wet maps but I DO NOT LIKE this setup for the eastern grain belt.

We need to watch this closely over the next 6-10 days with rain forecasts vs outcomes.

A ridge placed here lines up with years like 1988, 2012 and 2023.

We do have a different global wind pattern this year vs those years and our Pacific jet is stronger...FOR NOW.

We need to watch this.

@BretWaltsWx and myself will be discussing frequently in our Ag reports.

[JayGalio @JayGalio]

@volatilitysmile What did you do on Sunday?

[JayGalio @JayGalio]

@SoybeanTrader88 @MarketToMarket @naomiblohm Up

[JayGalio @JayGalio]

@volatilitysmile TV cameras

[JayGalio @JayGalio]

@volatilitysmile How can you push 168w and average 42kmh unless it’s all downhill?

[JayGalio @JayGalio]

@AndreasSteno You have been wrong. Don’t double down.

[JayGalio @JayGalio]

@eciotti Voici le vrai visage du RN. À vomir.

[JayGalio @JayGalio]

If you know, you know

[JayGalio @JayGalio]

@AndreasSteno 🤣🤣🤣

[JayGalio @JayGalio]

@volatilitysmile Ronde

[JayGalio @JayGalio]

@AndreasSteno Dude you got no clue

[JayGalio @JayGalio]

@michaellebowitz 🤣

[Thomas Sowell Quotes @ThomasSowell]

“Most economic fallacies derive from the tendency to assume that there is a fixed pie, that one party can gain only at the expense of another.”

— Milton Friedman

[Energy Headline News @OilHeadlineNews]

Preparations for an Israeli strike against Iran’s nuclear facilities are said to be nearing completion, with the final steps, including the transfer of munitions and operational planning, currently ongoing, according to Channel 12. @Osint613

[JayGalio @JayGalio]

@Cristiano How he does this at 40 is an inspiration for all of us amateur wannabe athletes.

[JayGalio @JayGalio]

@bamwxcom Don’t let trolls get to your nerves. Just ignore them. You are delivering great content. Keep up the good work.

[BAM Weather @bam_weather]

Data is going hot & dry for the eastern ag belt.

Our chances tab in Clarity show the extremes over the next 10 days, this data would tell me a streak of mid 90s is coming.

The rainfall data is dry but we have some expert commentary on how that could get wetter.

#AGwx #corn #soybeans
https://t.co/R8UWUWtPZm

[BAM Weather @bam_weather]

👇High Temps from 51 models in the Euro Ensemble for Indianapolis!

🔥Big time heat is on the way - lots of 90+ F showing up in the data beyond June 12th!

👉Until then, enjoy the pleasant/ seasonably cooler temps!

https://t.co/GxuViQNYGT @clarity_wx

#INwx #summer #heatwave

[JayGalio @JayGalio]

@sizov_andre Big change. Cracks in the bear story.

[BAM Weather @bam_weather]

The pattern the next two weeks leans cooler overall, but we're seeing multiple signals to indicate that changes late June with a potential heat wave for the #CornBelt.

Both the EPS and CFS Weekly data now hinting at the potential. We could also see a shift in the precipitation pattern as this arrives.

Get our FREE analysis and potential Yield implications on our latest episode of #WeatherYield.

Click here: https://t.co/bJotQRzP0X

#AGwx #OATT #Plant24 #Summer #HeatWave