Pure Hedge - Livestock and Grain

7/7/26

Hello, I will be back to my normal writing schedule next week. The Markets have been preforming very well, so I have backed off talking about it. The Soybean Oil could be the best trade of the year, and I am talking about the second half of this year. The Monsoon rains are not developing as strongly as usual and that could hurt the production of Palm Oil and Sugar. B50 - Biofuel was implemented at the beginning of the month, and if production drops, there could be export controls initiated, at the same time demand for biofuels is soaring. This could put the Soybean Oil in the driver's seat, just when demand is very strong and Global vegetable Oil stocks are tight. There is already a fear that India will put export controls on Sugar later this year. The Cattle Markets have a choice to make, and since the cash market has cooled, I would recommend hedging or putting on a short position many months out. Today I sent out Trade examples in the April'27 and June'27 Live Cattle, and March'27 and April'27 Feeder Cattle, let me know if you are interested in seeing them. The Crude Oil Market took off again today after Iran attacked three different ships in the Strait of Hormuz today, and we will soon see if the Crude will start pushing the markets around again. I recommend getting your account open quickly, as I feel a few of these Markets are ready to run. I can walk you through the paperwork, or answer any questions you have, just give me a call - 312-957-8079. Have a great night. 

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NOW IS THE TIME TO OPEN AN ACCOUNT BEFORE IT IS JULY AGAIN - NEVERMIND ITS ALWAYS EASIER DURING HARVEST

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BELOW IS A DIRECT LINK TO FILL OUT ACCOUNT PAPERWORK - PLEASE CALL ME IF YOU HAVE ANY QUESTIONS.

https://portal2.straitsfinancial.com/Identity/Account/Register?brokerId=978

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GOD BLESS AMERICA

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Give me a call if you have any questions.

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Bill Allen

Vice President

Pure Hedge Division 

Direct: 312-957-8079

ballen@walshtrading.com

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