Joined January 2009
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Still willing to find out in June if we go off on contract highs or not.
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People are anchored to their sales price that you could save at least 25% monthly cost renting a high end home instead of buying it. Probably more like 35% after assuming costs to keep a home up. Idk if prices ever come down but renters getting a deal.
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Well. Just like that I’m sold out of august feeders from the hard times of, checks notes, last week.
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The 46 day euro 🤷 does want to put high pressure over the gulf coast and southeast into early July. This is crucial for a pattern change in colorado and the west/southwest for monsoon activity. It could just be modeling what should happen by then but at least it’s a change.
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Also high pressure over northern Rockies/plains/alberta which would help as well. In theory.
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Black Swan Cattle Co. retweeted
Scoop: NM’s ag sec disputed USDA’s claim that a NWS-infected dog traveled to/from Mexico.
"All the community investigating, they pretty well determined that the dog never traveled" Jeff Witte said.
Rollins reasserted Monday that it likely “traveled over the border with Mexico”
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lol. I learn something new all the time. $266.66 at 1629# pay. 😭
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Seems like a great day to buy Canadian and Brazilian oil assets.
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I’ve mentioned before about the similarities to 2012 weather and I haven’t seen a lot of other mentions of it but I ran the ncar and ecmwf model reanalysis of late spring 2012 and there are a lot of similarities in the actual weather in May June for example.
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Obviously not 2012 for Midwest but for colorado the similarities are there. I’m not smart enough to say what changes it, it should change but hasn’t yet.
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The drought and heat are starting to get to people. Myself included and we are more fortunate than most around us.
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Cattle will eventually experience corn like frustration. Profits will flow back into sunk costs like greatly increased rents and infra. and cows and people will try to increase per unit production to cover those sunk costs. We aren’t subsidized to distort market so bad but still.
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Rents in some cases have now increased 2.5x 10 years ago for instance.
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Yes. Cost of production has little to do with prices, also, your own cost of production means nothing except to you.
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My favorite line.. “Corn price won’t go any lower because cost of production” 🤪😂🤪. Check WTI April 2020. 😁
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Hmm. That sure complicates the picture in June cattle. Or maybe makes it clear that yday wasn’t what I thought it was.
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Saved a pasture in case something shook loose in the mountains and I think I’m now the owner of a partial dispersal set of pairs and some heavy springers. 😂🙈 and hope I’m not the dispersal by august.
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