The Commstock Report Podcast

Send us Fan Mail In this episode of the Commstock Channel, Joe Camp discusses the market's reaction to recent news regarding Greenland, the performance of gold and silver futures, and the trends in hog, corn, and soybean markets. He highlights the psychological price points that could influence market movements and shares insights on potential corrections and seasonal trends in agricultural c...

Send us Fan Mail In this episode, Matthew Kruse provides an in-depth analysis of Brazil's current crop conditions, particularly focusing on the soybean harvest in Mato Grosso. He notes that the harvest is progressing rapidly, with reports indicating that it is about 10% complete. Despite some dry periods, forecasts predict significant rainfall that could impact the harvest timeline. Kruse emp...

Send us Fan Mail In this episode of The Commstock Channel, hosts Eric Rewlph and Zach Hooker provide a comprehensive market analysis as they wrap up the trading week. They discuss the notable performance of March corn and soybeans, highlighting the positive momentum heading into a holiday weekend. The conversation shifts to the cattle market, where they analyze the recent sell-off and the impact o...

Send us Fan Mail Summary In this episode, analyst Brian Grete discusses the critical importance of USDA surveys for farmers and the agricultural market. He highlights the declining response rates from farmers, which have dropped from around 80-85% in the 90s to just 40% in recent years. Grete argues that accurate data collection through these surveys is essential for producing reliable estimates o...

Send us Fan Mail In this conversation, Joe Camp discusses the current state of the cattle market, reflecting on previous predictions and analyzing recent price trends. He explores the dynamics of the cattle market, including the impact of external factors such as tariffs and consumer behavior. Additionally, he delves into hedging strategies for producers, emphasizing the importance of adjusting po...

Send us Fan Mail  In this conversation, Matthew Kruse from Comstock Investments discusses the recent USDA January crop report and its significant impact on market trends, particularly for corn and soybeans. He highlights the unexpected increase in harvested acres and its implications for supply and prices, as well as concerns about overstated feed demand. The discussion also covers historical cont...

Send us Fan Mail In this conversation, Brian Grete discusses the USDA's January 12th reports, highlighting a bearish outlook for U.S. corn, soybean, and wheat production. The reports revealed higher-than-expected crop production and grain stocks, leading to increased ending stocks for the 2025-26 marketing year. Grete provides detailed insights into corn and soybean yields, acreage, and the i...

Send us Fan Mail In this episode, Eric Relph from Comstock Investments provides a comprehensive overview of the current market landscape, focusing on key updates regarding the Supreme Court's decision on Trump tariffs, upcoming USDA reports, and the performance of various commodities. He discusses the grain market's expectations, particularly corn and soybean yields, and highlights signi...

Send us Fan Mail Brian Grete discusses the upcoming USDA reports, focusing on the production estimates for corn and soybeans, the implications of grain stocks, and the overall market expectations. He highlights the importance of the January 12th report, the historical trends in yield estimates, and the potential market-moving impacts of the data released. Stay Connected https://www.commstock.com/...

Send us Fan Mail In this conversation, Joe Camp discusses the current state of the cattle market, analyzing recent trends in cattle futures, the impact of seasonal influences, and the dynamics of the cash market post-holidays. He highlights the risks associated with speculative positioning and the potential effects of consumer behavior on beef prices. The conversation concludes with insights on fu...

Send us Fan Mail Matthew Kruse, President of Commstock Investments, recorded this update while touring fields in Brazil. He expresses skepticism about hitting record production numbers because it requires perfect weather across the entire country. While Brazil's weather is currently favorable, Argentina is facing a dry 4-to-6-week forecast that could impact their yields. Despite a slow start...

Send us Fan Mail This conversation provides a detailed overview of the Farmer Bridge Assistance Program (FBA) initiated by the USDA, outlining the payment structure, eligibility criteria, and future funding possibilities. Brian Grete discusses the specifics of the program, including payment rates, application processes, and the expected timeline for payments, while also addressing the potential fo...

Send us Fan Mail In this conversation, Matthew Cruse from Comstock Investments discusses the current agricultural conditions in Brazil and Argentina, focusing on crop yields, rainfall anomalies, and the implications for soybean and corn production. He highlights Brazil's strong crop potential and the challenges faced by Argentina due to dry weather patterns, which could significantly impact t...

Send us Fan Mail In this conversation, Brian Grete reviews the key agricultural issues of 2025, including trade policies, market dynamics between crops and livestock, biofuels regulations, and geopolitical factors. He highlights the challenges faced by farmers, the financial outlook for the sector, and the uncertainties that may impact agriculture as we move into 2026. Stay Connected https://www.c...

Send us Fan Mail In this conversation, Matthew Kruse from Commstock Investments discusses the cost structure for agricultural production in 2026, focusing on seed, fertilizer, and chemical costs. He highlights the significant increases in fertilizer prices and the implications for profitability in corn and soybean production. The discussion also touches on yield expectations and the importance of...

Send us Fan Mail This conversation provides an in-depth analysis of Brazilian soybean production as it heads into the final stages of the 2025-26 growing season. Analyst Brian Grete discusses the current state of the harvest, weather forecasts, and regional production dynamics, highlighting the potential for a record crop despite some weather-related challenges. Stay Connected https://www.commstoc...

Send us Fan Mail In this conversation, the host provides a detailed analysis of the current cattle and grain markets, discussing recent trading activity, market trends, and technical indicators. The insights include expectations for cattle trade following the cattle on feed report, a review of grain prices, and a technical analysis of key market indicators for corn and cattle futures. The host emp...

Send us Fan Mail In this conversation, Senior Analyst Brian Grete discusses the current state of the soybean market, focusing on the implications of Chinese demand for U.S. soybeans. He explores the dynamics of market reactions to trade agreements, the significance of export forecasts, and the overall sentiment among traders regarding soybean prices. Grete emphasizes that while initial reactions t...

Send us Fan Mail In this conversation, Joe Camp discusses the current state of the markets as the year comes to a close, focusing on technical influences, speculator behavior, and the impact of economic indicators on commodity trends. He emphasizes the importance of understanding consumer sentiment and the potential for a Santa Claus rally, while also expressing caution about the overall economic...

Send us Fan Mail In this conversation, Matthew Kruse discusses the current weather patterns in Brazil and their impact on soybean production. He highlights unexpected rainfall in regions typically affected by La Nina, leading to positive crop yields. However, he raises concerns about Brazil's overproduction of soybeans, which may lead to market saturation and lower prices. The discussion also...

Send us Fan Mail In this conversation, Senior Analyst Brian Grete discusses the recent soybean export sales, particularly focusing on the significant purchases made by China. He highlights the discrepancies in reported sales data, the impact of fund positioning on soybean prices, and the overall market dynamics influenced by Chinese demand and government actions. The analysis provides insights int...

Send us Fan Mail In this episode, Eric Relph from Comstock Investments discusses the current state of agricultural markets, focusing on export sales, market reactions, and technical analysis. He highlights the importance of China as a buyer and the impact of economic trends on commodities like soybeans, corn, and cattle. The conversation also touches on the influence of equity futures on the cattl...

Send us Fan Mail This conversation delves into the complexities of Chinese soybean demand, focusing on recent purchases of U.S. soybeans, the implications of state-owned auctions, and the ongoing trade agreement between the U.S. and China. The discussion highlights the economic factors influencing these purchases, including tariffs and market conditions, while also addressing the strategic maneuve...

Send us Fan Mail In this conversation, Joe Camp discusses the current state of soybean markets, focusing on trader positions, political influences, and technical analysis of prices. He highlights the importance of timely data for making informed trading decisions and the psychological factors affecting market trends. The conversation also touches on the future outlook for soybean exports and deman...

Send us Fan Mail In this analysis of the USDA's December WASDE report, Brian Grete discusses significant changes in corn exports and ending stocks, the stability of the soybean market, and the lack of changes in wheat projections. He emphasizes the importance of the upcoming January reports, which are expected to provide critical insights into crop production and market trends. The conversati...