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Tue, May 7th, 2024

Susan Stroud

Susan Stroud

Susan Stroud is the Founding Partner and Lead Agriculture Analyst at NO BULL. Her focus is agricultural commodities including corn, soybeans, and wheat. Susan’s deep understanding of the complex relationships within global agricultural markets, her wealth of industry contacts, plus 15 years of experience in US cash markets and its complex logistics allow for a unique perspective in a crowded pool of commentaries.

Susan holds a B.S. in Business and a M.S. in Agriculture from Texas A&M University. She has been featured in Bloomberg, participated in prominent industry events as a speaker, and is regarded as a leading authority in inland river system logistics and grain flows.

As they say, 'learn something new every day' and that is exactly what you will get with Susan’s NO BULL approach.

Most Recent Stories

No Bull |The Five Spot

#5 | GREETings Tuesday gave us the much-anticipated release of GREET modeling for the IRA's 40B Sustainable Aviation Fuel tax credit. Heading into Tuesday, the market was anticipating all-encompassing...

No Bull | The Five Spot

#5 | New Heights Cocoa and copper continued to make a run for it last week, especially cocoa which traded above $12,000/tonne briefly on Friday before settling at $11,878 - nearly $5.00 per pound! Everyone's...

No Bull | The Five Spot

#5 | ¡Viva México! Mexico has a record 18.7mmt (735mbu) of US corn on the books this year - 38% higher than their commitments at this point one year ago. Not only are their current commitments...

No Bull | The Five Spot

#5 | Who's the Boss? Soybean oil has been outperforming soybean meal in recent weeks, up 4.1% the past thirty days and unchanged year-to-date while meal is off 2.2% this past month and 13.2% thus far in...

No Bull | The Five Spot

#5 | Hot Chocolate Cocoa is now more expensive than copper, making yet another new all-time high at $10,324 per ton this morning. Futures surged 60% during the month of March, are up 145% year-to-date...

No Bull | The Five Spot

#5 | A lesson in spreads Although futures remain within spitting distance of contract lows, Chicago wheat has been on quite the ride the past few months thanks to none other than China. After May soft...

No Bull | The Five Spot

#5 | Long Way Around Red Sea tensions continue to run HOT as attacks by Houthi rebels show little signs of slowing. In fact, over the weekend Rubymar, a bulk vessel carrying ammonium phosphate, sunk in...

No Bull | The Five Spot

#5 | Moving & Shaking Nvidia has been the primary beneficiary of the tech industry's recent obsession with large artificial intelligence models, which heavily rely on the company's expensive graphics processing...

No Bull | The Five Spot

#5 | Lousy Logistics Transits around the Cape of Good Hope remain elevated as the Houthis continue to attack ships transiting the Red Sea. The Iranian-backed rebel group claims they are targeting ships...

No Bull | The Five Spot

#5 | Cause As they say, records are meant to be broken and that is exactly what happened across the United States the second and third weeks of January. Source: CoolWx Record-low temps made the ten-day...

Author Links

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S&P 500 Presidential Election 3-Month Seasonality 🚨 The S&P 500 $SPX has generated average returns of 7.27% during June-August of Presidential Election years with data going back to 1928 https://t.co/OAIumvd829 https://t.co/RIoN1Xsp2D
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Tesla Insider Trading Alert 🚨 Tesla Chair Robyn Denholm sold $17.3 million worth of $TSLA shares on Monday and has now sold more than $50 million worth so far this year https://t.co/kU6JVDHeML https://t.co/BNCkeof73B
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Stanley Druckenmiller cuts his Nvidia $NVDA position and says "we've had a hell of a run." He also cautions that AI might be getting overhyped. 👀 https://t.co/pTtHGO0azg
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S&P 500 $SPX on a 4 day winning streak, is up almost 4% since April 19th, yet the Fear & Greed Index declined today. Wut? https://t.co/LcV8OCMwnz
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Upstart $UPST upended in after-hours trading - ouch!! 🚨 https://t.co/p8QIVxZ7fw
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Welp, that's a wrap folks 🫡🤦‍♂️ https://t.co/wmAZAm4xJF
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Starbucks $SBUX closing in on 4-year lows https://t.co/hkPJpCNe5K
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Walt Disney $DIS getting absolutely rocked today. Potential gap filling coming? https://t.co/rlL04KQrMa
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Growth of $1,000 by Global Equity Market over 5 years https://t.co/CG4ud1Uuvw
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