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ken morrison @morrisonmkts.bsky.social · 20h

Gold: Futures-volume on Thursday's decline was the largest since April 2024

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ken morrison @morrisonmkts.bsky.social · 1d

This , the same Brooke Rollins who 1 month ago said the 'golden age for U.S. farmers is just around the corner'.

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ken morrison @morrisonmkts.bsky.social · 2d

Farmer's Expectations for a Bailout & Views about use of Tariffs (Purdue University survey taken mid-September)

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ken morrison @morrisonmkts.bsky.social · 7d

Here's a more important reason why Senators should be discouraged & why U.S. soybean trade to China will never be what it once was. Brazil's production soared immediately after Trump's 2018/2019 Trade war.

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ken morrison @morrisonmkts.bsky.social · 7d

As it currently stands, this is what healthcare costs in Rural America is likely to resemble in 2026 vs. 2024.

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ken morrison @morrisonmkts.bsky.social · 7d

Who's going to tell Senator Ernst even our current non-China markets are buying fewer U.S. soybeans ? Here's why: Brazil soy production has soared since Trump's first Trade War.

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Reposted by ken morrison

Carl Quintanilla @carlquintanilla.bsky.social · 10d

Always moving the goal posts. 🤡

@financialtimes.com @piie.com
www.ft.com/content/3354...

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ken morrison @morrisonmkts.bsky.social · 10d

USDA Data is Moving:

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ken morrison @morrisonmkts.bsky.social · 14d

Managed-$ funds net-sellers of all 5 major crop-related markets (C,W,S,SBM, & SBO) w/e 9/23 and net-short all 5 for the first time since 4/16/24

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Reposted by ken morrison

Carl Quintanilla @carlquintanilla.bsky.social · 15d

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ken morrison @morrisonmkts.bsky.social · 15d

Argentine's temporary suspension of taxes on grain & oilseed exports could prove to be a watershed event. It enabled an immediate windfall rise in prices and raised $7+BLN in hard currency in 3 days.

Export Taxes have distorted Argentine trade flows for years. It may end soon.

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Reposted by ken morrison

Bloomberg News @bloomberg.com · 16d

It's not normal to accept $50,000 in cash in a paper bag. Congress must investigate the allegations against Tom Homan (via Bloomberg Opinion)

Homan $50,000 Bribe Allegation Deserves a Thorough Probe

Congress must get to the bottom of whatever happened with the border czar and the bag of cash.

bloom.bg

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ken morrison @morrisonmkts.bsky.social · 17d

The punchline is buried deep w/in the story. Brazil producers can make $, US producers complain of losses.

Global trade flows to the low-cost producer. It's that simple.

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ken morrison @morrisonmkts.bsky.social · 17d

This is a great article, a slice of Americana

ken morrison @morrisonmkts.bsky.social · 22d

BBG: Shipping Fees coming soon on China vessels calling at U.S. Ports

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ken morrison @morrisonmkts.bsky.social · 23d

Shorter Version: Over produce & declare a Trade War on your most important customer and the Government will bail you out. We saw this movie in 2018-2019.

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ken morrison @morrisonmkts.bsky.social · 25d

BBG: China's monthly soybean imports. There have been no U.S. soybean shipments to China since May & there are currently no sales to China as they turned to Brazil for soybean supply.

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ken morrison @morrisonmkts.bsky.social · 29d

As the new crop-year export sales-reporting begins, that there is no line-item for Soybean sales to China is worth noting.

I'd wager one would have to go back to pre-1995 to find a year when there were 0 U.S. Soybean sales to China.

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Reposted by ken morrison

sizov-andre.bsky.social @sizov-andre.bsky.social · 29d

Russian #wheat export prices dipped below $230 last week 📉

More weakness ahead?

More: sizov.report?utm_campaign...

#oatt #agwx #sizovreport

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ken morrison @morrisonmkts.bsky.social · Sep 10

Two facts they fail to mention: 1) Cash rent paid by producers to landowners is the single-largest variable expense. Producers have a choice.
2) Net income for U.S. farmers were record-high in Biden years yet 70% voted for Trump in 2024.

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ken morrison @morrisonmkts.bsky.social · Sep 10

*TRUMP MEDIA REPORTS FILING REGISTRATION FOR FIVE EQUITY ETFS

Trump & his family's net worth rises while net-worth of U.S. farmers declines... over 70% of the latter voted for Trump in 2024. They liked his policies.

ken morrison @morrisonmkts.bsky.social · Sep 6

Divergent views on the state of U.S. agriculture:
Sec. of Agriculture Rollins: 'Golden age' for American farmers is 'around the corner'

DTN Reports: Farmer Fears Over Economic Conditions
Arkansas Farmers Warn of Crisis as Crop Prices Fall; Call for Ad Hoc Aid

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ken morrison @morrisonmkts.bsky.social · Sep 9

U.S. Ag Trade to China: When the forecast for the smallest trade in 18 years looks optimistic

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ken morrison @morrisonmkts.bsky.social · Sep 6

Divergent views on the state of U.S. agriculture:
Sec. of Agriculture Rollins: 'Golden age' for American farmers is 'around the corner'

DTN Reports: Farmer Fears Over Economic Conditions
Arkansas Farmers Warn of Crisis as Crop Prices Fall; Call for Ad Hoc Aid

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Reposted by ken morrison

Bob Mann @robertmannbooks.com · Sep 4

“The re-whitening of LSU?” New by me: open.substack.com/pub/robertma...

The re-whitening of LSU

What does it mean that so many top Black administrators have left LSU in the past year?

open.substack.com

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Reposted by ken morrison

The Associated Press @apnews.com · Sep 3

Amanda Anisimova has upset Iga Swiatek 6-4, 6-3 in the U.S. Open quarterfinals less than two months after losing to the six-time Grand Slam champion in the Wimbledon final by a 6-0, 6-0 score.

Amanda Anisimova upsets Iga Swiatek at the U.S. Open after 6-0, 6-0 loss to her in Wimbledon's final

Amanda Anisimova has upset Iga Swiatek 6-4, 6-3 in the U.S. Open quarterfinals less than two months after losing to the six-time Grand Slam champion in the Wimbledon final by a 6-0, 6-0 score.

bit.ly

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