Opus Futures

[Opus Futures @opusfutures]

How do you accuse a country's government of hacking our election systems and election interference and then host that same government for a lavish state visit a few months later?

[Tony Greer @TgMacro]

*TRUMP FAMILY MAKING SO MUCH MONEY 'CEASEFIRE TRADING', TRUTH SOCIAL SPINOFF ALMOST SEEMS LABORIOUS.

[Tregg Cronin @5thWave_tcronin]

Urea at the Gulf now below pre-war levels. There are people in the industry who should be tarred and feathered in the public square.

[Tregg Cronin @5thWave_tcronin]

Urea rallies $100-150/ton and the expert class is talking about national yields plummeting and some countries starving.

Urea drops $100-150/ton and you can hear a pin drop from the same people. We know what sells papers.

[Spencer Prosser @BlueHorseShoe__]

bring back the text files @USDA ....
this is absurd

[Tregg Cronin @5thWave_tcronin]

The headline about the $17 billion of ag products is exciting. 25MMT of soybean purchases if they happen is great.

Taking a step back, I just still don’t think China is ever going to make the U.S. their priority origin on anything that truly matters. They’re not going to let us have leverage with critical inputs. Their actions since 2017 say that.

[Tony Greer @TgMacro]

Dear God we made it. Happy 4PM Close Beer to those who celebrate.

[HyperscaleFarmer @Data_Junkie_]

today is a good reminder of why we really dont need overnight markets

[Will Slaughter @BamaBonds]

If it keeps going at the present rate, we'll reach the point where the rise in oil prices will be deflationary rather than inflationary. Energy scarcity, even if temporary, is a negative shock to economic activity.

[Michael A. Gayed, CFA @leadlagreport]

Unpopular opinion: the surge in metals is a warning sign of coming deflation.

[HyperscaleFarmer @Data_Junkie_]

so LC PMPU (COT had 70k longs at the top of the cattle market

30k deltas in options as of 10/4

if they left that position on... and didnt add....that would be, rounding, a meager 120k long at the lows

if you add up all the Option OI by month... someone clearly had a problem with FND... i highly doubt all the options were in FEB

suddenly cash gets bid after a plant closure before OPEX... @CFTC

thats my 2c folks, i will leave it to u to figure out what might be going on

[HyperscaleFarmer @Data_Junkie_]

i hate to break it to everybody but they are going to raise corn harvested area 500-1.1 mm in january report

[Luke Gromen @LukeGromen]

When the TBTF banks were doing stuff like this prior to the GFC, they knew at some level they would get bailed out when the sh*t hit the fan.

Please time stamp this:

If/when the below goes pear-shaped, the hyperscalers will get Federal bailouts just like the TBTF banks did.

[Spencer Prosser @BlueHorseShoe__]

@jasonlbritt only thing I would trust out of this is farmer planting, we have trained them that there are 0 consequences

[Eric Basmajian @EPBResearch]

Over time, the Fed balance sheet has become more longer duration Treasuries and less shorter duration.

They need to correct this.

[HyperscaleFarmer @Data_Junkie_]

the last 2 months are like 20 sigma on corn area, truly a special, special year in stats

[HyperscaleFarmer @Data_Junkie_]

wait till jan when they adjust % harvested

[Opus Futures @opusfutures]

@TgMacro Real men trade futures :)

[Opus Futures @opusfutures]

@dailydirtnap

[CME Group @CMEGroup]

Together with @FanDuel, America's premier online gaming company, we are developing a new, easy-to-access event contracts platform allowing millions of U.S. customers to express views on equities, gold, oil, crypto and more for as little as $1, multiple times a day. Read more: https://t.co/nssITwyfom