NEW PODCAST | We just released a new Turner’s Take podcast. We go over our thoughts on the June 2018 WASDE and why we think corn has the best changes of a big rally IF we have a significant weather rally. Please click here to listen to the latest Turner’s Take podcast. JUNE WASDE | The USDA did… Read more.
PODCAST | The USDA released their April WASDE yesterday and we dive right in during the podcast. We think the biggest takeaway was what the USDA had to say about 2018/19 new crop corn exports. The Ag Forum had 2019/19 corn exports at 1.9 billion bushels. I think we could see 2.1 to 2.2 billion in… Read more.
Craig Turner explains how the massive short VIX volatility trade cause the stock market to correct nearly 14% in only a few trading sessions. We see this crash as a normal correction and expect the stock market to continue to trade higher in the coming months. We explain why on the podcast. We finish with… Read more.
HRW Wheat is leading the grain markets higher. Dry conditions, limited snow cover, and poor ratings have sent KC wheat up 50 cents in a week! SRW is up about 35 to 40 in the same time. Corn is up 10 cents as a follower. Soybeans have rallied but can’t break through the old highs. … Read more.
Thank you to Farmland Partners who had me speak at their Tenants Appreciation conference last week. Denver, CO is awesome! I do speak at conferences, farmer meetings, banker events, etc. Feel free to reach out any time! I am getting bullish on corn and wheat and to some extent soybeans. There is a bull story… Read more.
Craig Turner dives deep into the Jan WASDE and explains our takeaways. We feel the surprise in Winter Wheat Seedings is a sign of lower corn acres in 2018. Take a listen and find out why. While the podcast does not have specific actionable trading recommendations, we do publish them in Turner’s Take Market Alert for… Read more.
Craig Turner discusses the grain markets and what we are expecting in the WASDE at the end of the week. We also talk about our the S&P 500, livestock and energy markets. While the podcast does not have specific actionable trading recommendations, we do publish them in Turner’s Take Market Alert for spec traders and Turner’s… Read more.
Happy New Year! In this episode we talk about the renewed interest in commodities from hedge funds. We also talk about why we think corn is range bound, the problem with soybeans, and why wheat can rally due to winter kill. We also go over our thoughts on the S&P 500, crude oil and natural… Read more.
New Podcast | On the podcast this week we talk about the US Tax Cuts and why it is bullish for the economy, stock market, and commodities. We also go over why we are bullish corn and wheat, which more cautious on soybeans. We also talk about how growing US and Global economy can… Read more.
Happy New Year! In this episode we talk about our thoughts on the US Tax Cuts and how it is supportive for growth, the stock market, and commodities. We also go over why we are neutral/bullish on corn and wheat but cautious about soybeans. Improved US and Global growth should be bullish for grains, livestock,… Read more.