Fontanelle, IA | redoak - 3/7/2026 17:22
In the fall it was all talk of over supply, poor mkts. then we get a Black Swan event from Trump which changes everything
And just as easy we can get another one that goes badly against us
No.
Actually, it was the naysayers that didn’t have any faith in an administration to get something done from a trade perspective. Everyone laughed and said BS that China was NEVER (insert teenage girl sobby voice) going to buy beans ever again. President says “there’s a memo of understanding”…. And, the experts crow even louder (mad men, Jon Hamm belly laugh) about how stupid The president is and his trade team because they have to debate about crop year, calendar year, Chinese New Year for timing/end of their purchase program….
And, then China buys a few beans. And, the experts say “no friggin way China is going to buy 12 mmmt of beans”. So, China keeps buying beans. And, then the experts that said to sell all your beans last fall off the combine while Brazil was planting 6 billion bean crop suddenly look around and think “oh fphuck” …. Trump pulled another end-around on the bean market. And the “chase” is on because the experts are in “oh fphuck” mode so now it’s time to buy calls.
Best thing you can do is shut off dinosaur media so it doesn’t mess up your grain marketing.
|
Black Swan events never are expected
