The Final Bell

5/8/24  Brazil/Argentina expatiations  Friday’s Reports  Russia weather  FEDS & interest rates  What was the movement in the cattle

5/7/24  Why are we rallying & how far could it go?  Turn around Tuesday  How bad is the beans in Brazil  Daily wire movement  Boxed beef influence on trade

5-6-24  Beans up 30  Wheat up  Corn up 10  What is driving the market?  Weather, flooding in Brazil, 2nd corn crop dry  FEDS & interest rates  Quiet cattle trade

5/3/24  Corn & beans have a lot to unpack  Weather in South America  Weather in the U.S.  Plenty of time to plant  Cattle movement

5/2/24  Russia  Rains in Brazil  Argentine crop slashed  US crops  Cattle market & headlines

5/1/24  FED Statement  Wheat no longer leading  Cattle movement with avian influenza

4/30/24 *Why are we seeing so much weakness in the corn, soybean, and wheat markets today? *Why is soybean oil under some much selling pressure? *Will the market be more concerned about the planting pace going forward? *What are the funds corn and soybean position in the market? *Will the corn market become more concerned about South American Weather? *What will the corn and soybean markets watch...

4-29-24  Weather brought much rain  What caused Chicago wheat to drop?  Crop progress report  To early to call planting delay?  Lower cattle on a Monday

4/25/24 Wheat & the weather Is wheat & corn bringing beans along Is influenza working into the grains Could cattle & grains trade together Strong cash movement

4/24/24 Quiet day in the outside markets Quiet in the grains, except wheat Managed money stays short, what's making them nervous S. America production estimates, what's the cash market telling us A game of headlines in cattle

4/23/24 Funds on a buying spree in wheat Drop in U.S. wheat conditions Supporting evidence on less corn in Brazil Beans being drug along Weather Crop conditions with disease in S.A.

4-22-24  KC wheat thoughts on good start  Rally in the markets  Chasing the headlines  Strong cattle market off Bullish COF report  Higher hogs on a Monday

4/19/24  Geo-political  E15 year round  Crop progress with wet weather  Argentina weather concerns  Exports to Mexico  Dollar movement & export potential  Pull back on the beef?  Boxed beef firming?

4/18/24  Exploring fuel & feed commodity market  South American production & cash prices  Weather  Higher cattle ahead of COF report

4-17-24  Biden Tariff & China  Stock market pressure  Crude oil  Ethanol market production off  HPAI in Michigan  Cattle market struggled with getting near green

4-16-24  Is a base in place for the cattle?  Cash movement  COF on Friday  How are cattle weights?  Short term tech oversold?  Weather for effecting the markets  Bull spreading in the corn  Beans missed the boat with exports again

4-12-24 1. How are the corn and soybean markets looking? 2. What are the factors to watch in the corn and soybean markets going forward? 3. How does the weather look in South America? 4. What are the corn and soybean crops like in South America? 5. How does the US weather look to you? 6. Any adjustments that need to be made to our marketing plan?

4/11/24  WASDE  Inflation  HPAI in SD

4/10/24  Unknown bean sale  Bean report positioning any Brazil changes?  CPI  USDA Report out on Thursday  Running discourse on wheat & weather  Insurance Day is here

4/9/24  Market out of sorts  Heading into Thursday’s report  Rallies are selling opportunities  NASS to discontinue July Cattle Report  Uptick in the livestock trade

4/8/24 *Cattle and HPAI *Soybeans trade lower *Wheat *Quiet market trade day

4/5/24  Dairy HPAI  Low level  Geo political  Wheat market

4/4/24  Outside market push…good April?  Chasing the positive vs. the rumors  Russia grain investigation  Mexico buys U.S. beans  HPAI

4-3-24 • Chasing the headlines • Cattle market continues to react to HPAI • Cautious feel to beef demand • Grain market turn around

4-2-24  Corn action lower  Soybeans moved  What is the macro picture  Are we still reacting to the Thursday report  HPAI in dairy  Hogs make new highs