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Veteran Advisor

I can hear Gomer Pyle's

sweet-boy - boyish voice saying, "surprise, surprise"

 

can't say why, but can you hear it?

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9 Replies
Veteran Advisor

Re: I can hear Gomer Pyle's

Cx1,

 

You are hitting the bottle a little too early.  Hope you are well.

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Advisor

Re: I can hear Gomer Pyle's

Cx
Were you out in the sun too long today?? Lol
Do you know something ??
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Veteran Advisor

Re: I can hear Gomer Pyle's

no bottle here, gentlemen

- things are just pretty slung out in some of these markets, thats all.

 

some threads over there-getting a better grip of the physical side from other comments, digging into the cot numbers and my math a bit more since 7/29-8/1ish

 

re-thinking about what when on last week in beans..... who was doing most of buying/selling, etc.

and what the implications could be...

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Veteran Advisor

Re: I can hear Gomer Pyle's

it's demand - like the ship/day in the lakes u mentioned.

 

bottom line is world days supply left. 

 

if comm are about 60% more bot, synthetically - than 2008 -2010 lows???

 

the "marketing" has been -(this large crop)- US only is about 30% of the world nominator - then you have world denominator going up at least as much/fast as world nominator.

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Veteran Advisor

Re: I can hear Gomer Pyle's

Cx1,

 

Could you translate that into English?  

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Veteran Advisor

Re: I can hear Gomer Pyle's

c'mon, you don't dig the math lingo? Smiley Happy

 

my main take-a-way is demand's not been talked about much here - mkts have ONLY promoted the big yields, which is only half the numerator (# on top in S/D) - WE ARE just gonna have huge supplies in US...please don't ask any questions. If they telling you it's big = that's become the law, for now.

 

at the end of the day - whether its end of this mktg yr or next - economics will catch back up to futures as Palouser says -- i'm just seeing demand is keeping up/ramping up so IF we & SA don't have huge supplies - price will quickly become "overexuberant" as ole' Greenspan used to say. 

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Advisor

Re: I can hear Gomer Pyle's

Some are touting 50 bu Nat average now. Like to see some yield data coming out of the frosted areas.
The fund money has to get on the long side before the trend to change and the shorts are working for em now. No reason to change.
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Advisor

Re: I can hear Gomer Pyle's

Frost didn't hirt it, all above 50.
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Honored Advisor

Re: I can hear Gomer Pyle's

Buck -------- h-u-r-t     hurt  unless you can play trumpet pretty well.

 

Any beans hurt by frost have not been harvested yet. 

 

You gotta be from Missouri.

 

 

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