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Texas Hedge time???
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Dan Loehr
Posted 8/30/2024 12:47 (#10872489)
Subject: Texas Hedge time???


Holland, Indiana (SW IN)
Only a few times in my farming career have we did this BUT this smells like opportunity
Charts look pretty positive --
the fundamentals "which I try very hard to ignore" appear to be turning
HELL my gut is bullish which never happens

FWIW we are long the new crop, long the board on any HTA's plus some -- We are Texas Hedged now--
-but only a bit --- I'm trying to figure out how far to take this

"bear trap" or "black Swan" IMO 10% chance of lower ---Anything can happen

What says the experts on NAT --
I never ask before we've placed our bets --my opinion is easily swayed

Dan

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