Insider Only

The Market Dilemma: Time to Exit Shorts on Corn? After weeks of downside pressure, corn just got a jolt: new crop exports hit a record-setting 3.1 million metric tons—1.5 million above what would already be considered a strong number. That kind of demand doesn’t just show up without consequence. While it’s too soon to call a bottom, this is the kind of data that tends to stop the bleeding—and could begin to shift the tone.

Market Breakdown: Grains Can’t Find the Floor It’s hard to sugarcoat it—grain markets are ugly. Despite record exports and shrinking global stockpiles, corn and soybeans keep sliding. Why? It’s all about the cash market . The funds aren’t just speculating—they’re reacting to what they see in the real-world grain trade. And right now, there’s no sign from the cash side that they’re wrong. Basis remains weak, storage is full, and cash bids haven’t turned. Until that changes, do

Corn Market Pops — Is It Just Holiday Fireworks? This week’s sudden rally in corn has traders buzzing. With prices surging and headlines swirling, we’re left with one big question: Is this a real move… or just another short-covering head fake? Ryan and Jon break down this week's surprise price action and lay out the factors driving what might be the most interesting (and confusing) week in corn so far this summer. The Big Picture: What Happened This Week Corn prices jumped on

When Silence Says Everything Phones aren't ringing. The market’s sliding. And if you're not already short, you're probably stuck wondering what move to make next. This week, we’re looking at a market that’s doing everything wrong —seasonally, structurally, and sentiment-wise. But that doesn’t mean there aren’t opportunities. You just have to know where to look. Corn: Grinding Lower with No Fight Left? Seasonally, this is supposed to be the top. But 2025 hasn’t followed the us

Soybeans: The 65-Cent Swing That Hit Hard Out East, major grain buyers just flipped from 20 over July to 20 under November. That’s a 65-cent hit in one move—and it crushed expectations for a tightening cash market. This wasn’t noise. It was a signal. And it told us something serious: buyers think they’ve got enough beans to ride through summer. Bear spreads confirm it. July is slipping while November firms up. The bullish case for beans just cracked.

When July corn trades under December in early June, something’s off. This week’s Insider unpacks the signal in the spreads, the value in cheap options, and how to think through your next move without guessing the weather. Corn Spreads Are Breaking the Script Typically, July trades above December—especially if supply is tight. But this year? That’s flipped. It’s a sign the market sees more corn out there than official numbers admit. Jon and Ryan explain why this kind of invers

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.