Insider Only

It’s not chaos—it’s opportunity. This week’s Hedge Heads Insider drops in the middle of a rare window: strong planting progress, low option premiums, and a market that suddenly stopped going down. If you’ve been waiting to put on protection or scale up positions, you may be running out of time. Planting progress? No real issues this time around. Most of the West moved at record pace, and even with a few breakdowns or delays here and there, overall progress is right on track.

Beans Are Back: Why Soy Is the Market to Watch This Summer Rain, wind, and cooler temps have paused the drought chatter—but underneath...

Corn’s got a mood—and it’s ugly. No love from the funds, no bounce from the bulls, and somehow, despite strong exports and low carryout numbers, the market’s trading like everything’s just fine. Spoiler: it’s not. Jon and Ryan open this week’s Insider by calling out what isn’t  in the market yet—weather risk. That’s a rare thing. For the first time in a long while, we’re entering planting’s final stretch with zero  weather premium priced in. That’s the setup worth watching. A

The markets are moving—but not in sync. This week’s Hedge Heads Insider digs into the strange signals coming out of wheat, corn, and cattle, and why patience might be your best strategy this spring. Market Breakdown 📉 Wheat: Grinding Lower, Opportunity Ahead? Wheat's short-term outlook looks bleak, with rains in Kansas and the Ohio Valley weighing on prices. But with no major bullish news and a market that’s slowly bleeding lower, a bottom may be forming. John’s watching the

Spring Signals Are Flashing—But Markets Aren’t Cooperating (Yet) As traders wrap up their week ahead of the long weekend, many are enjoying a rare moment of calm. But while the trading floor quiets down, fields across the upper Midwest are about to get loud. With above-average temperatures and little late-season snow in areas like west-central Minnesota, conditions are looking good for early planting—a major signal for the ag markets. Unlike last year’s chaotic spring, this s

In a market where sentiment can flip in minutes, the only constant is chaos. But for sharp traders, that chaos breeds opportunity—if you know where to look. Market Breakdown: Over the past five trading days, we’ve witnessed sharp drops, unexpected rebounds, and mid-session reversals. Volatility isn’t just back—it’s rewriting the playbook. Whether you’re trading soybeans, cattle, or the corn-wheat spread, one thing’s clear: slow decisions are costly.

In a rollercoaster day for the financial markets, the Dow experienced significant fluctuations, plunging 800 points overnight before bouncing back to gain 3,000 points. The volatility extended to commodities as well, with cattle down $2 and corn showing mixed movements while soybeans enjoyed a positive day, up 19 cents. The catalyst for these dramatic changes was a tweet from President Trump regarding tariffs, which included a monumental decision to back off tariffs for certa

This morning, traders across the country woke up to a jolt: crude oil down $5, the Dow down more than 1,300 points, and a flood of tariff news that no one fully understands yet.