U.S. HRW Wheat 70% in Drought with NO Rain for 5 days + More Frost!

NEW “FEMO” = AI STOCK FRENZY!

Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1ZTdGtHOEZqdnRhbUVtNk5jSUE4eUE2d0ZkUXxBQ3Jtc0trQ2FZd2IwMlRpa2FNd1Z0VTJtZmhSdGktXzBTdUhIOHZ1ODBuTEc0bGNCMnAzMVhlQ00zQlU2SVRPOWZub3JYNFJKeXBFMFAzdG9vVFBaUWNDUjhvTk5vQ1FWTUkxRHZ4UVNkeDREMjNteUM5bWN6WQ&q=https%3A%2F%2Friskmanagement.farms.com%2F%3Fret..&v=lEWwgQkNUBw].#FEMO #AI #frenzy #FOMO #fabulous #earnings #momentum #DELL #crushed #stock #revenue #guidance #micron #cornbelt #drought #rains #corm #wheat #China #tariffs #flood #truce #urea #canola #soyoil #CFTC   The new acronym on Wall Street is not “FOMO”, its “FEMO” - Fabulous Earnings Momentum. DELL this week crushed their earnings and revenue guidance sending the stock up 40%! Micron's valuation went from 500 billion to 1 trillion in 48 days! U.S. Corn Belt drought expanding need timely rains in June. Rumors this week that China was lowering U.S, ag tariffs and wanting to buy U.S. corn? Flood could damage crops in China like corn and wheat. U.S./Iran 60-day truce = lower crude oil futures by end of June. U.S. urea futures down 28%. Soy oil and canola futures technically breaking out + CFTC.

NEW U S China $17 Billion Trade Deal = New Bull Market in AG?

Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFJkcnhYaDRiVmFXUXkxWUdxZVhhLVYyUHMtd3xBQ3Jtc0tudzFaRmxubG40SHNuVzJmSjJWWGtaR0RRZjhNMWNjeHc5Y01iMUlkWmp6ODVsQUxrU3JrZkJsRXBjczZnZ2tBaE1vVEJlTDhPeE1YMm92dzlWU2RGS2JSNDhqQ1dseHJTS3Y1Wm52RXg2OXpKRFdBaw&q=https%3A%2F%2Friskmanagement.farms.com%2F%3Fret..&v=aKR4iS19CpQ].#China #tradedeal #Bull #New #AG #CFTC #cattleonfeed #soybean #billion #Iran #war #crude #fertilizer #drought #HRW #NVDA #agenticAI #CPU #cattle The NEW U.S.-China $17 billion trade deal of “non-soybean” purchases for 26, 27 and 28 is very bullish ag! The end to the Iran/U.S. war is near as both crude oil & fertilizer fall. U.S. drought in the West and Southeast is slowly bleeding East and North. U.S. HRW P/VP conditions increased again to the worst ever! The godfather of AI (NVDA) beat all metrics with new revenue from Agentic AI & CPU’s. Cattle on Feed bullish + CFTC.

A “Nothing Burger” from Trump/Xi Summitt + Bullish USDA May Crop Report for Wheat!

Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbW1EdGRuY0NzZUhESUpvTHc0UC1xM1BMVmd5UXxBQ3Jtc0ttcHVIcXhZWmlhZDlKaEhwaWw3S2NmTXM1ckwxVTdwUVh2MW9mLU5QLWtUajRLSVdwb1JqRFpFNW45eDNfelRnTkxVbWVNNEpBclBwYVhtZDZ4VS1RSGVmZ3FCMEFURnBNUDdaUlZhNmFBWGluTWRWTQ&q=https%3A%2F%2Friskmanagement.farms.com%2F%3Fret..&v=r2RmpO6tvdE].#USDA #May #crop #surprise #Bullish #nothingburger #CFTC #Trump #Xi #China #Summitt #wheat #Kansas #QualityCouncilTour #drought #pork #Mexico #E15 #inflation #meal   The 2026 Trump/Xi Summit in China was one BIG disappointment, but the USDA May Crop Report was bullish U.S. wheat. Wheat Quality Council Tour confirmed the lower wheat production from the USDA for Kansas. Could the U.S. drought travel East and North into the top “I” states from June to August of 2026? #1 U.S. pork buyer Mexico bans 10% of supplies. E15 passes through Congress but will it pass in the Senate? Higher U.S. wholesale inflation reminds us of 2020-2022. Meal futures spiking + CFTC.

$5 Corn, $12 Soybeans, $7 Wheat & $750 Canola! Is the Top In/Party Over?

Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3FscGptQ2hhZ3RUZWlyZGxoV2d4RE1OcXA3UXxBQ3Jtc0tuM0MzWWxpMk90TTZSczFsYnZyOGpMaGJNUTJEX1k4UWd0Q2gtV3ltVFlTT09QU01aUEViUVpSVjduVTQzSUUtT01INWw3UWNpeG80aXBsSnRjWThUZExMaHlnaGZWVVNWQkRnME1iMzhzZE85cW90aw&q=https%3A%2F%2Friskmanagement.farms.com%2F%3Fret..&v=HGkdGcAbiX0].#USDA #May #crop #surprise #dud#CFTC #endingstocks #redhot #corn #exports #winterwheat #Brazil #CFTC # dry#soybeans #wheat #canola #HRW #OK #Kansas #Brazil #beef #hogs #pseudorabies#Iowa #Mexico #stocks #China #Trump #Xi $5 corn, $12 soybeans, $7 wheat & $750 canola! Is the top in and the party over with lower crude oil and an end to the Iran war? The 2026 USDA May report could see ending stocks fall further due to red-hot U.S. corn exports, lower HRW production and lower Brazil corn production? OK HRW wheat tour sees crop down 50% + Kansas Quality Council Wheat tour next week. Headline news that U.S. could import Brazilian beef weighed on cattle futures. Headline news of pseudorabies disease found in hogs in Iowa and #1 buyer Mexico may restrict exports weighed on hog futures. Stocks are on fire. 5 senators are in China planning ahead of the Trump/Xi meeting on May 14/15. + CFTC.

14 Days until The Trump/Xi Meeting! Phase 2 Trade deal? Bullish AG?

Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret.. [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbURmR2tZbDczbzZVdFZTLVF4RUxjMG1VM05Wd3xBQ3Jtc0tuZnN1a2thbFJzZ2ZsSjd3eEdPNHQ0YlpITDlNTHI5b211bG14YlR3Rm5FelI3SXY5d2tvdFBtQ1VTd3Y5Umo3Z05tLXpaZ2xzSzBxVGZoYnBkWWRMVGZPNXJ1ejBPT3hCcmlKNlV0Yk9PUm5oZ1hjTQ&q=https%3A%2F%2Friskmanagement.farms.com%2F%3Fret..&v=lW7FXqi_kcU]. #Trump #Xi #trade #Phase2 #bullish #AG #Beijing #great #breakout #KCwheat #canola #weather #SPX #funds #Iran #fertilizer #diesel #global #grain #UAE #OPEC #CFTC #farmbill #E15 #April #winners #losers   The countdown to the Trump/Xi meeting in Beijing is on- it happens in mid-May & Trump says trip to China will be “great”! New technical breakout in KC wheat and canola futures. May weather forecast remains cool/wet for U.S. east but dry out west. S&P 500 surged +14% in April to new record highs! Funds now worried about a prolonged war with Iran and higher fertilizer/diesel prices for longer impacting global grain production. UAE leaving OPEC on May 1 while OPEC + looking to increase output again. U.S. farm bill passes after 5 long years! E15 + top winners and losers in April + CFTC and more.