Livestock Update

John WalshGeneral Commentary, Livestock

Commentary: LIVE CATTLE The cattle opened lower today. The close was locked limit. Look for follow through. The expanded limits after yesterdays close did not help. The talk of discount to cash means little to the market. It should be remembered that it has rarely of late. The weights remain high during a difficult time. The consumer is spent after restocking. …

Livestock Update

John WalshGeneral Commentary, Livestock

Commentary: LIVE The meat market has a lot to consider at present, as all markets do. The Covid has taken its toll on demand and is a consideration. The cattle weights remain high and this is an issue. The March demand story that had consumers buying to stock the freezer to get through a couple weeks has turned into a …

Cattle – Wall of Demand?

Alan PalmerGeneral Commentary, Grains, Livestock

Good Day Producers and Speculators,  The comments below are all my opinions. If you are trading always use a risk stop or the risk can become uncontrollable.  These are volatile markets.  So let’s recap as we assess the impact of when markets hit these olive extreme’s like 3 weeks ago down by previous months lows.  We were looking for a monthly reversal up to buy KWU 4.73, CZ …

PER-THANKSGIVING Chart Outlook

Alan PalmerCurrencies, Energy, General Commentary, Grains, Livestock

Let’s give Thanks, confidence in System? Change, FRB Yellens’ natives getting restless? Yield curve flattens. 2 year i rate closer to tens before yearend, .60-ish Is this this markets players ready to blow or maybe flip, long bonds like in Summer 2016 at highs?  My diary had a $40.5bil player flip long at those 2.08% all time lows in rates …

Grains, Hogs, Cattle, Soft technical update’s, Stocks

Alan PalmerGeneral Commentary

 Stars say-Mercury begins its retrograde motion Saturday evening encouraging us to review and rethink our plans.  Use this three-week period to assess what’s working and what’s not and adjust our game plan accordingly.  Be vigilant and aware that messages may be garbled and breakdowns could occur, so take extra care operating machinery and in all communications. ——————————————————– This was always …

MACRO ALTERNATIVE US, TY, CATTLE STOCKS Index

Alan PalmerAsset Management, Energy, Livestock

Subject; Other markets, Cattle and everything I find relevant TEN YEAR NOTES- TREASURY SECURITIES.  OLIVE ALERT LIVE.  Start selling bond portfolio long term, 6-9 months or longer.  Grains, this game is over to speculators, bears will sell all way up and this might turn into one of those long grueling bear markets.  Good things down road but do you want …