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Last time we saw this kind of cost-push inflation rip through the ag markets was late 2021. Everyone piled in, screaming about a new paradigm. They got carried out on a stretcher six months later. Today, I'm seeing the same pattern. The news wire is lit up with surging oil and fertilizer costs, and every rookie is panic-buying Corn (ZC) and Soybean...
This morning, I was reviewing my spreadsheet of failed prop firm challenges鈥攜eah, I still keep it. Failure #4, from back in 2021, stared back at me. The trade was simple: Oil futures were ripping, so I went long Canadian Dollar (CAD). The correlation was textbook. And it blew my account in three days as USD/CAD squeezed higher against all logic. It...
So here's what nobody's talking about this week. Every 'expert' is pointing at the chart showing the broader commodity index running hot while the global ag index snoozes. They call it a divergence. I call it a coiled spring. The trade is clear: the so-called commodities supercycle 2026 hasn't even started for the grain markets. While everyone is c...
So here's what nobody's talking about. Every screen I see is lit up with WTI and BRENT charts. Every conversation is about the latest crude oil price analysis and what the Saudis will do next. It's noise. The real trade, the one the smart money is quietly positioning for, isn't in the oil barrel. It's in the grain silo.
Cocoa bean prices continue to decline, reaching their lowest level since October 2023.
