As staunch defenders of the American family farm, we provide colorful analysis on a variety of agricultural topics. Hosted by David Kruse, Chairman of Commstock Investments, we will discuss grain marketing, global trade issues, current events, risk management, cropping strategies, and much more. A more complete version of our report is available on our website by subscription here! The written version provides detailed commodity trading strategies, hedge opportunities, and daily market updates. Futures trading involves risk. The risk of loss in trading futures and/or options is substantial and each investor and/or trader must consider whether this is a suitable investment. Past performance is not indicative of future results. Trading advice is based on information taken from trades and statistical services and other sources that CommStock Investments believes to be reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades.
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Send a text Brian Grete provides an in-depth analysis of the upcoming U.S. planting season, focusing on key crops such as corn, soybeans, cotton, and wheat. He discusses the USDA's reports on acreage expectations, trends in cotton planting, and the influence of market prices on farmers' decisions. The conversation highlights the regional variations in crop planting and the factors affecting these decisions, including weather and market conditions.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send a textBrian Grete discusses the current state of the corn market, highlighting its lack of responsiveness to strong demand signals compared to the soybean market. He analyzes various factors influencing corn prices, including USDA projections, historical data on ending stocks, and the current pricing structure. Grete concludes that the corn market appears to be fairly priced, with limited potential for significant movement unless fundamental changes occur.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send a textJoe Camp from the Commstock Channel discusses the current state of various commodities, focusing on silver, cattle, and orange juice futures. He analyzes the volatility in silver markets, trader psychology, and the implications of recent market movements. The discussion transitions to cattle futures, examining technical trends and seasonal influences, before concluding with insights on orange juice futures and their market dynamics.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send a textMatthew Kruse interviews a farmer from Illinois about his experiences and observations during a trip to Brazil. They discuss the vastness of Brazilian farmland, the younger demographic of farmers, the adoption of technology, infrastructure challenges, and sustainability practices in Brazilian agriculture. He shares insights on generational differences in farming, the potential for growth in Brazilian agriculture, and the importance of environmental considerations in farming practices.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send a textBrian Grete discusses the USDA's farm income forecast for 2026, highlighting the financial tightening within the agriculture sector. He notes a slight decline in net farm income, increasing farm debt, and a shift in cash receipts from crops and livestock. The discussion also covers the anticipated rise in government payments to farmers and the growing financial stress indicated by farm financial ratios and bankruptcy filings. Grete emphasizes the need for additional government aid to support farmers amid these challenges.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textEric Relph from Commstock Investments provides an in-depth analysis of the soybean and cattle markets, focusing on technical targets and resistance levels. He discusses the recent price movements influenced by external factors, such as comments from Trump, and highlights key resistance points for both markets. The conversation emphasizes the importance of monitoring these levels for future trading decisions.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textBrian Grete discusses the recent impact of President Trump's comments on the soybean market, particularly regarding China's potential purchases of U.S. soybeans. He analyzes the market's reaction, historical context, and economic implications of these developments, emphasizing the importance of strategic sales in response to market fluctuations.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textJoe Camp analyzes the current state of U.S. grain exports, specifically focusing on how recent political developments and weather patterns are shifting the market for corn, soybeans, and wheat.The central "star of the show" is the news regarding U.S.-China soybean trade, driven by a social media post from President Trump and a potential face-to-face meeting with Xi Jinping in April.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textMatthew Kruse of Commstock Investments provides an on-the-ground report from the 2026 Brazil Farm Tour in Mato Grosso Brazil. He visits two distinct operations to discuss current harvest conditions, double-cropping strategies, and the logistical challenges of Brazilian agriculture.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textBrian Grete discusses the recent pressures on the commodities market, particularly focusing on the significant sell-off in precious metals. He analyzes the Bloomberg Commodity Index, highlighting its importance in gauging the overall sector. Grete emphasizes the long-term uptrend in commodities while acknowledging the current volatility and uncertainties, including geopolitical factors and changes in monetary policy with the potential nomination of Kevin Warsh as Fed Chair. He concludes that the recent pullback may represent a correction in a longer-term bull market, suggesting it could be a buying opportunity for investors.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textBrian Grete discusses the current state of the US dollar, its depreciation, and the implications for agricultural exports, particularly in relation to the Brazilian Real. He highlights the factors influencing currency exchange rates, the impact on US agricultural exports, and the unique challenges faced by Brazilian farmers in the context of a strengthening Real. Grete emphasizes the importance of understanding these dynamics as they relate to global agricultural markets.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textBrian Grete discusses President Trump's support for year-round E-15, its implications for the biofuels industry, and the potential increase in corn demand. He emphasizes the need for bipartisan support in Congress and the importance of infrastructure to facilitate the adoption of E-15. The conversation highlights the critical first steps needed for the growth of the ethanol sector and the long-term benefits for corn usage in the United States.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn this conversation, Joe Camp discusses the potential for a commodity market super cycle, driven by inflation concerns, shifts in monetary policy, and geopolitical factors. He emphasizes the importance of understanding supply and demand dynamics and how these elements can influence commodity prices, particularly in the context of grains and livestock. The discussion also touches on the role of retail traders and institutional investors in shaping market trends.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn this conversation, Brian Grete discusses the various tariff threats made by President Trump since he took office, analyzing their implications on trade negotiations and market reactions. He introduces the concept of 'Taco' as a metaphor for Trump's tendency to back down from these threats. The conversation also touches on the role of the Supreme Court in determining the legality of these tariffs and the potential impact on future trade policies.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn this conversation, Brian Grete discusses the looming government shutdown and its implications, particularly focusing on the USDA's operations. He explains the current political landscape, the likelihood of a shutdown, and reassures that USDA will continue its normal operations despite the potential shutdown. Grete emphasizes the importance of understanding the market's reaction and the broader implications for the agricultural sector.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn this conversation, Brian Grete discusses the significant export sales activity for agricultural commodities, particularly focusing on corn and soybeans. He highlights the impact of USDA reports on market prices and the subsequent surge in sales, especially from global end users. The conversation also delves into China's role in soybean purchases and the implications for future trade agreements and market dynamics.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn this conversation, Brian Grete and Jim Wiesemeyer discuss the current state of farmer aid, focusing on the Farmer Bridge Assistance Program (FBA) and its implications for farmers facing low commodity prices and high input costs. They explore the details of the FBA, including funding allocations and payment structures, as well as the potential for additional congressional aid in the coming months. The discussion also highlights the economic challenges farmers are facing and the importance of market-driven prices over aid, while emphasizing the need for a robust safety net in agricultural policy.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 commodities.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 emphasizes the importance of these weather patterns, suggesting that while some areas may experience stress, overall conditions remain favorable for high yields. He also discusses the implications of early soybean harvesting on the subsequent corn planting, highlighting the potential for improved yields if farmers can plant their corn crops earlier.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 of rumors surrounding the potential arrival of screwworm in the U.S. They emphasize the importance of risk management for producers in a volatile market, especially given the high stakes involved in cattle trading. The episode concludes with a brief overview of the hog market, which has shown remarkable strength despite challenges in the cattle sector.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textSummaryIn 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 on crop production, acreage, and yields, which ultimately affect market prices. He emphasizes that farmers should participate in these surveys to ensure that the data reflects the true state of agriculture, thereby reducing market surprises and complaints about USDA reports.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 positions based on market conditions and risks. The conversation concludes with a forward-looking perspective on the cattle market and the need for ongoing strategy adjustments. Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a text 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 context regarding ending stocks and predictions for future market behavior, emphasizing the need for realistic assessments and strategies moving forward. Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 implications of global supply on market dynamics. Overall, the data suggests a challenging environment for U.S. agriculture as global supplies remain plentiful. Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 significant movements in crude oil, gold, and cattle markets. The conversation emphasizes the importance of the upcoming WASDE report and its potential impact on trading strategies.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textBrian 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 Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textIn 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 future market outlooks and the importance of monitoring key reports.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textMatthew 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 to the rainy season in October, crops are currently looking very good. Brazil has increased soybean planting by approximately 4 million acres this year (reaching ~121 million total acres).Harvest has already begun in isolated areas of Mato Grosso where short-season varieties were planted in September.Kruse's family arrived in this region in 1976. He reflects on the "remarkable" development from dirt roads and no electricity/running water to the high-production agricultural hub it is today.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
Send us a textThis 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 for additional funding from Congress.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/
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