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Don’t Count Out Corn or Beans—Yet
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...
Ryan Tungseth
May 20, 20253 min read


A Surprise Trade Deal + USDA Shock = New Bullish Momentum
Market Reversal: Why This Week Feels Different Over the weekend, a surprise trade agreement between the U.S. and China set a bullish...
Ryan Tungseth
May 16, 20252 min read


Insider - Special Issue - Open to Everyone
Beans Are Back: Why Soy Is the Market to Watch This Summer Rain, wind, and cooler temps have paused the drought chatter—but underneath...
Ryan Tungseth
May 15, 20252 min read


No Weather Premium in Corn? That’s Your Setup.
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. And
Ryan Tungseth
May 8, 20253 min read


Why Corn’s Acting Broken—and Why Cattle Won’t Quit
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...
Ryan Tungseth
May 5, 20253 min read


The Seasonal Countdown Is On: Risk Management Lessons from the Field
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...
Ryan Tungseth
Apr 29, 20252 min read


Planting Is Straightforward. Markets Are Not.
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...
Ryan Tungseth
Apr 25, 20252 min read


Waiting on Wheat, Chasing Cattle, and the Corn Conundrum
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
Ryan Tungseth
Apr 24, 20251 min read


The Calm Before the Planting Storm
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
Ryan Tungseth
Apr 17, 20252 min read


The Market’s Upside Down—But That’s No Excuse to Skip Your Plan
Market Breakdown: What’s Happening? Commodity markets are playing by new rules this spring. Soybeans are rallying on bad news. Corn’s...
Ryan Tungseth
Apr 14, 20252 min read


Volatility Is the Strategy: How Traders Are Navigating the Wild Spring Market
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.
Ryan Tungseth
Apr 10, 20252 min read


Market Mayhem or Opportunity? Tariffs, Spreads, and Strategy
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
Ryan Tungseth
Apr 9, 20252 min read


Everyone’s Panicking. We’re Planning. Let’s Go.
When the Dust Settles, Who’s Still Standing? This week, everything that could break, did . Grains, cattle, crude, metals—you name it....
Ryan Tungseth
Apr 8, 20253 min read


Shock Morning, Zero Clarity: What Tariffs, Crude, and Chaos Mean for Ag Markets
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.
Ryan Tungseth
Apr 3, 20252 min read


Corn’s Tough Setup, Bean Opportunity, and the Spreads You Should Watch
The March acreage report landed with 95.3 million corn acres—right around expectations. No shock, but definitely not fuel for a rally....
Ryan Tungseth
Apr 1, 20253 min read


Hedging Wisdom from the Next Generation
Not every young farmer is chasing the top. Some are studying volatility curves, managing risk with surgical precision, and quietly...
Ryan Tungseth
Mar 27, 20253 min read


The Corn Market Crossroads—Hedge or Hold?
Corn Hedging Is Tougher, But Soybeans & Cattle Could Be the Bigger Story Corn hedging was simple last year—cheap downside protection, no...
Ryan Tungseth
Mar 20, 20252 min read


Feeder Cattle: The New Safe Haven? Plus, Key Hedging Moves This Spring
Spring Markets Are Heating Up—Are You Ready? When feeder cattle start acting like the safest asset on the board, you know markets are...
Ryan Tungseth
Mar 20, 20252 min read


Coulda, shoulda, woulda—what’s the next move?
The Market is Messy. The Opportunity is in the Chaos. There’s no shortage of uncertainty right now. Whether it’s grain markets searching...
Ryan Tungseth
Mar 20, 20252 min read
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