Ryan Tungseth

Markets have been quiet for a long time. Moves happened  very slowly for months. You have had plenty of time to think and plan. Time to call someone. Time to decide what to do. That kind of market disappeared this week. Crude oil surged nearly $30 overnight as geopolitical tensions escalated, only to reverse sharply shortly afterward. Moves like that ripple across commodities immediately. Grain markets reacted. Livestock reacted. And suddenly the market environment shifted from slow and...

When Headlines Move Markets the Volatility Increases as Does Risk  Oil surges. Soybeans rally. Cattle swing wildly intraday. It’s the kind of market that you need to watch every single hour. Middle East operations pushed crude sharply higher, and that ripple effect moved across commodities. But here’s the key question: Are we seeing real structural change — or temporary headline-driven momentum? When volatility rises, opportunity increases. But so does confusion. Let’s slow it down and walk...

Momentum Is Exciting. Margins Are Reality. The Discipline Test in Soybeans Soybeans have done what soybeans do best. They’ve surprised people. Funds piled in. Headlines about China circulated. Prices moved fast. And when a market moves quickly, it creates emotion. That emotion usually sounds like this: “What if this time is different?” Before you answer that question, look under the hood. Spreads aren’t confirming aggressive commercial demand. Export inspections haven’t exploded. South...