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At what point does managed money get nervous?
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McHusker
Posted 4/28/2024 07:25 (#10720872 - in reply to #10719893)
Subject: RE: At what point does managed money get nervous?


Nebraska aka the boondocks
If the national yield, or however you want to look at production, were an onion, the question becomes an event or delay, how many layers were peeled off, eg. Bushels per acre. We can lose a lot of bushels without anyone noticing. If we go from 182 to 175, it can be done quietly and on 90 million acres it adds up, but in reality most would say yields were “average,” whatever that means. IMO, managed money will pay more particular interest to the onion peels than we do, I think we will be getting close after this rainy event. It doesn’t have to rain a lot to keep you out of the field day after day. It is also interesting to read articles saying you lose X bushels a day by not planting, but then have people say they can plant in a two month window and achieve the same yield.

Edited by McHusker 4/28/2024 07:32
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