Purely opinions. Not trading advice
South Dakota, USA
Joined April 2014
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@Delta My 74-year-old father was diagnosed with ALS a month ago. We booked Delta One for what will likely be his last trip. FSD→MSP arrived 25 min late. My sister RAN him through MSP in a wheelchair, only to reach the gate and be told the door was closed, while they sat watching the plane still at the gate. Now my parents are stranded at MSP with no plan. This isn’t a missed vacation. Time is something my father does not have. Please find someone with the authority and humanity to get them to Dublin tonight.
Just a reminder: in the Live Cattle complex, the CME is implementing weight updates starting with the October 2026 live cattle futures contract. These rule adjustments modify deliverable weight limits for both steers and heifers.
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Extrapolating a $4 walk down in cash trade (cattle) per week, that puts the market at 240 by the end of June and 220 by the end of July. That's a big IF, but it does put into perspective that Aug live cattle might be extremely overpriced. Not advice, just an opinion.
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Live cattle headlines have been all about tight supplies. IMO, the real story is low kills and demand that won't strengthen. Indicators suggest the consumer has tapped out. I genuinely don't think producers are prepared for how bad it might get. (not trading advice, just an opinion)
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Managed money nearing record net long positions in Live Cattle, buying a premium to cash, record number of cattle on feed for 150 plus days…and select trading above choice. What could possibly go wrong
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At a sub-$1 April/June Live Cattle spread, cost-of-gain math favors carrying cattle into June over marketing in April.
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Today marks the first day of Lent. Significant for 2,000,000,000 people. Still waiting for your well sides, @Vikings
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Let’s compare policy from the left vs the right in last 24 hr news cycle:
Left - mandatory misogyny training for 11 year old boys.
Left - Filed law suit against car manufacturers for making it “too easy” to steal their product.
Right - US house passed a bill from furnishing puberty blockers to adolescents and toddlers.
What a world
@elonmusk
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No comment needed
Preventing crime before it happens: after car companies put profits ahead of people’s safety, Attorney General Keith Ellison led a nationwide settlement requiring the companies to fix millions of vehicles lacking basic anti-theft protections.
ALT Photo of Keith Ellison with breaking news: "Ellison leads Hyundai, Kia settlemtn to fix anti-theft failures"
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Tyson’s Lexington plant closure will likely spark a knee-jerk cattle futures selloff Monday - purely reflex and not necessary in my opinion.
Reality: packers already running ~75% capacity, this removes zero cattle from the system. Net supply impact = 0.
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This video speaks for itself. Touch to digest that people this stupid and intentionally deceitful run our country
Rep. Jasmine Crockett responds to Lee Zeldin saying he never took donations from that Jeffrey Epstein — but instead a physician who is also named Jeffrey Epstein — following her comments on the floor.
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@TommyFleetwood1 MUST fire his caddy if he ever plans to win a tournament. Not a winning dynamic. Too many errors that a caddy must prevent
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This a million times over
🚨 BREAKING: Florida Governor Ron DeSantis just went OFF about no DOGE cuts being voted on by Congress.
"DOGE fought the swamp, and so far, the swamp has won."
"DON'T tell me it can't be done."
"@ElonMusk went into this DOGE effort - he was getting LAMPOONED...firebombing his tesla dealerships, media smearing him relentlessly..."
"We have a Republican congress and to this day, we're at the end of May, past Memorial Day, and not one CENT in DOGE cuts have been implemented by the Congress!"
"That's one of the reasons why we need a balanced budget amendment to the U.S. Constitution. That's another reason why we need term limits for members of Congress."
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