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If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives...	View previous thread :: View next thread
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w1891

Posted 6/27/2020 18:05 (#8339765 - in reply to #8338849)
Subject: RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives

S Illinois

The market isn't necessarily being complacent. The market is just being realistic. A 3.3 billion carryover despite a demand increase of over a billion year over year leaves a lot of wiggle room. No reason to not assume trend yields or better(possibly much better). Crops don't just burn up in a week no matter how much teeth gnashing there is on here and especially with high ratings and decent soil moisture in many locales. Waiting for that 1 in 20 drought is a very risky play because trends say it rains in the Midwest in summer.

So all that is left is either acreage or a major major yield adjustment from last year(which has never occurred). This isn't a situation where 5 bu off of yield or 1 million less acres will move the market.

If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives... - WItitan2 : 6/27/2020 08:17
- RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - FarmingMo : 6/27/2020 08:31
  - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - swkscornfarmer : 6/27/2020 08:33
    - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - WItitan2 : 6/27/2020 08:38
      - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - timis : 6/27/2020 10:39
- RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - Illinois Steve : 6/27/2020 08:42
  - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - WItitan2 : 6/27/2020 09:08
    - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - tmrand : 6/27/2020 11:48
      - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - WItitan2 : 6/27/2020 12:09
    - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - Illinois Steve : 6/27/2020 12:34
    - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - w1891 : 6/27/2020 18:05
      - RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - WItitan2 : 6/27/2020 21:04
        
        RE: If the boat starts leaning anymore, I'm going to spill my beer. So, let's look at some positives - w1891 : 6/27/2020 21:42
        
        Trend is your friend - WItitan2 : 6/27/2020 21:58
        
        RE: Trend is your friend - w1891 : 6/28/2020 07:04
        
        RE: Trend is your friend - WItitan2 : 6/28/2020 07:50
        
        RE: Trend is your friend - w1891 : 6/28/2020 08:44
        
        RE: Trend is your friend - WItitan2 : 6/28/2020 09:49
- RE: Frost - Baby Robin : 6/27/2020 12:16

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