Morning Thoughts – Mar 3

Morning Thoughts – Mar 3

Grains – On tap today we of course have the weekly COT report.  Keep one thing in mind, however, that the major March option expiration will likely make this week’s data look a bit more volatile than usual.  Those groups that produce guesses on this sort of...
Morning Thoughts – Mar 2

Morning Thoughts – Mar 2

Grains – It seems every other newswire article I see these days discusses the Brazilian road problems on the way to ports in the north.  There seems to be some consensus thought process that this is a YUGE problem and the US could potentially see an increase in...
Morning Thoughts – Mar 1

Morning Thoughts – Mar 1

Grains – I’ve started/stopped/restarted writing these comments today several times.  To be honest, I’m at a loss for words following yesterday’s session.  From a risk management perspective, how are we supposed to account for an unelected “regulation czar”...