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Why This Market Might Be Calm—But Not Safe The June acreage report came in with barely a ripple. Big corn acres, fewer soybeans, no...

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

Shorts in Control, Volatility Ignored—Time to Trade Smarter, Not Louder Markets shrugged at war. Shrugged at bin damage. Shrugged at...

When Markets Move, So Should You After a long stretch of silence, things just got noisy. Corn’s trying to push through key resistance....

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.

Perfect Weather, Ugly Market This is the kind of June producers dream about—ideal weather, healthy crops, and smooth planting. So why are...

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

When Markets Break the Rules Let’s get this out of the way: This isn’t normal. Corn is trading at harvest lows… in May. Export...

The Numbers Support a Rally—So Why Isn’t It Happening? Market Breakdown: A Bullish Setup with Bearish Behavior On paper, this market...

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.

A Market That Makes No Sense—And What To Do About It We’re in the thick of spring, and the numbers are flying: • 78% of corn and 66% of...

Market Reversal: Why This Week Feels Different Over the weekend, a surprise trade agreement between the U.S. and China set a bullish...

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

Markets Are Split—What Smart Hedgers Should Be Doing Right Now The Great Corn Disconnect Corn is going in fast—40% planted, ahead of the...

May to Mid-June: The Most Critical Window for 2025 Crop Marketing Is Here The Clock Is Ticking: Why Risk Management Matters Now In this...

Why It’s a Week to Stay Sharp, Not Get Cute It’s All Go in the Field—But the Market’s Not Giving You Much As spring planting picks up...

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

Market Breakdown: What’s Happening? Commodity markets are playing by new rules this spring. Soybeans are rallying on bad news. Corn’s...