Zach Abramson

Report Strategy Around major reports, options are best viewed as tools for managing event risk rather than long-term positions. Shorter-term options can make sense if the sole purpose is to cover the report itself. If the market reacts favorably, you have choices. If it does not, the risk is defined and limited. The key is being willing to exit if the option no longer serves its original purpose.

The Market Dilemma: Sit Tight or Strike Soon? Markets are quiet. Too quiet. And while that can feel like a relief after the chaos of harvest or fall volatility, it’s also dangerous. When there’s no clear trend, producers are left asking: is this the bottom, or just a lull before another leg lower? Jon’s take is clear: this is the time to plan—not panic. Even if there’s no rally in sight, the best opportunities tend to come when everyone else is asleep at the wheel. Corn: A Case for Cheap Calls

The Market Dilemma: Hedge the Rally or Ride the Risk? Cattle markets are moving again—and fast. Cash bids are aggressive, feeder prices are climbing, and optimism is creeping back in. But the foundation? Still shaky. Global beef imports from Argentina, Australia, and Brazil are gaining traction. Two ports look ready to open, and a recent regulatory approval suggests border policy could shift fast. That would flood the market with imported product—and potentially undercut domestic prices. This...