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Mon, Feb 9th, 2026

Mon, Feb 9th, 2026

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's Five Spot | Five Charts to Put 2025/26 U.S. Corn Demand in Perspective

Five Charts to Put 2025/26 U.S. Corn Demand in Perspective 5 | Off the Charts U.S. corn export inspections remain off the charts in 2025/26, with a record 1,056 mbu (26.8 mmt) shipped in the first four...

No Bull's Five Spot

5 | How low can you go? For the fourth year in a row, the Mississippi River at St. Louis sits near all-time lows as we head into critical winter months—when a record corn export program and an influx...

No Bull's Five Spot | All Eyes on Argentina

All eyes were on Argentina last week, where a temporary tax holiday has unleashed record sales, Chinese buying, and fresh pain for U.S. agriculture. Here's what you need to know: 5 | Small but mighty Argentina...

No Bull | The Five Spot

5 | Déjà vu It was August all over again in the September WASDE, with another acreage shock setting the tone as corn plantings climbed 1.4M acres, bringing the June–September increase to an unprecedented...

No Bull | The Five Spot

Special thanks to Barchart for the opportunity to speak at their 2025 Grain Merchandising & Technology Roadshow last week in Champaign, IL. Here are a few of the highlights! 5 | Twinning Brazil's soybean...

No Bull | The Five Spot

5 | Big, beautiful bean oil demand Soybean oil is in beast mode—up 2.6% today and an impressive 18% since the EPA’s proposed 2026–27 RVO and RIN “haircut” scheme was announced on June 13. D4...

No Bull | The Five Spot

5 | Five weeks History says we have about five weeks remaining before new crop corn futures fall off a cliff: 4 | A dramatic rise Brazil’s Safrinha production is the primary driver behind the country’s...

No Bull | The Five Spot

1 | King Corn Only a few days remain until March 31’s Prospective Plantings report which will set the tone for new crop trade the next several months. New crop acreage intentions are highly correlated...

No Bull | The Five Spot

5 | Twins It’s purely coincidental that old crop beans seem to be following the same pattern as they did during Trump's first term in office, but important to note that we didn't dive headfirst into...

No Bull | The Five Spot

5 | King Corn Corn export sales remain strong, with total 2024/25 commitments surpassing 1.9 billion bushels in the week ending February 20, up 28% year-on-year and 60% higher than this point in 2022/23....

Author Links

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Source: Goldman Sachs H/T: ZeroHedge
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Hedge Funds shorted stocks last week at the fastest pace in history 🚨🚨 https://t.co/ZX22a7dkAY
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BREAKING 🚨: Commercial Real Estate Office CMBS Delinquency Rate hits 11.7%, the highest level in history 👀 https://t.co/UVEePMDvwF
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Do you see this post? 🤔
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Peter Lynch: “The market will go down sometimes. It’s a good thing when it does but if you’re not ready for that, you shouldn’t own stocks.” https://t.co/crX4Tr9nus
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BREAKING 🚨: U.S. Job Market U.S. suffered more than 108,000 job cuts last month, the most during the month of January since the Global Financial Crisis 🤯👀 https://t.co/1t4WUFWdUG
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Enphase $ENPH scores highest weekly close since May 📈📈 https://t.co/uHdSTSKPes https://t.co/ypmIITE4pH
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Mega Cap Tech Stocks post best day since November 📈🥳 https://t.co/Z8mvDDUXbw
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Chinese Yuan hits highest level against the U.S. Dollar since May 2023 🇨🇳📈 https://t.co/Hrm3UnNOLf
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