Have we called the traditional Monday morning ceasefire where oil drops $5 from the highs, Israel flattens whatever is left of Lebanon, and stocks rally? $USO $SPY

“Never touching leverage again” Crypto mfs after one green candle:

Pretty Ho-Hum WASDE today: USDA made no changes to U.S. balance sheets for #corn #soybeans #wheat ending stocks. World #corn stocks rose more than anticipated by 4 mmt. Slightly smaller arg soybean crop and unchanged on the large Brazil soybean crop.

What a baller lol.

#corn #soybeans #oil #wheat

Trump Expected to Pick Kevin Warsh as Fed Chair wsj.com/economy/central-bank…

🚨 BREAKING: Trump secures agreement from China to buy 25M tons of US soybeans annually, 12M tons immediately, Bessent says

NDVI looking great only because the poor pollination is keeping more sugar in the plant is the most cringe take I’ve seen yet 🤦‍♂️ I don’t know who needs to hear this, but there is a massive crop out there. Most of us got caught under marketed and with our pants down. No amount of online posturing is going to change that fact. Fingers are on the scale to reduce inflationary numbers and we are bearing the brunt of it. Equities need to lose before commodities start to win

Magnificent 7 stocks are all that matters: 45% of global fund managers say “Long Magnificent 7” is the most crowded trade, according to a BofA survey of 169 participants with $413 billion in assets. This follows 2 months when “Short US Dollar” and “Long Gold” topped the list of most crowded trades. Currently, Magnificent 7 stocks are up 48% since the April 2025 low and reached an all-time high last week. The group now reflects a record 34% of the S&P 500’s market cap. Last week alone, Apple shares, $AAPL, surged 13%, posting their largest weekly gain since July 2020. How crowded can it get?

Rug Pulled (for the day)

We always look forward to see what stonex and @ArlanFF101 has to say. Thank you all for following along on our crop tour this year.

Interesting perspective. Also about to enter that depressing equity preservation mode for the grain producers.

We just revealed our podcast for Illinois and Indiana final yields. Listen in to what we found this year on our Pro Ag Crop Tour. #oatt #cropwatch

Introducing Pro Ag Power Grains 🌽💻 — the all-in-one grain marketing tool tied directly to your brokerage account. ✅ Track cash, futures & options in one place ✅ Compare your cost of production with others ✅ Use “What If” tools to build a marketing plan

11 stop was in Tipton Co Indiana. The samples we pulled were similar to our previous stop. Very similar to last yr. Last year this area did quite well just off the Co record. With ample rainfall and good crop conditions in this region a yield of 220 is in reach. #OATT #corn

You've seen the posts, now get ready for the Result's webinar! Register now on our website or clicking this link events.teams.microsoft.com/e…

🎙️ Just dropped: Our latest Crop Tour Podcast — featuring insights from the road and our Ohio state yield estimate. Don’t miss what we’re seeing in the fields! 🔗 Listen now: open.spotify.com/show/1nnK09… #CropTour #cropwatch #oatt

Our 16th stop was in Iroquois Co IL. Seeing some stress in the crops around here. Some yellowing in the corn and seeing some weeds. Samples were much weaker than LY. County did 214 LY. Won’t touch that yield mark this year. #cropwatch #oatt #croptour

The last prompt/nearby NOLA DAP barge traded $820 on 7/30. This morning, Dec '26 corn is down to $4.4575/bushel. That DAP/corn ratio is 184 which is the all-time high record based on our data. I'm going to go sit in a corner and think about what we have done.

Welcome to the 2025 ProAg crop tour. We will be traveling across the corn belt for the next 5 days, totaling around 2,500 miles. Follow us along on our website where we post a recap of each day. professionalagmarketing.com/… #OATT #corn.