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Bengal Stripes
Posted 2/9/2021 13:41 (#8819186 - in reply to #8819169)
Subject: RE: End Users



Since1889 - 2/9/2021 13:28

Palmtopper - 2/9/2021 11:45

If you are talking about cz -.6..usda did not give me a gift.....if no wx event it is overvalued... so we can play your game.

get in there and buy it then...all I gotta say..


Historically how do we compare on a 1.4 carryout price wise? Then the next question is how do we compare with the soybean carryout with current price? honest questions.


On a domestic stocks/use basis. Soybeans would be fairly valued/slightly expensive. Corn would be fairly significantly overpriced if the USDA is correct.

Using global estimates we are likely overpriced. To be bullish here, imo you have to believe the USDA is wrong and supplies are going to get “tighter” over the next few months.
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