Pure Hedge - Livestock and Grain

7/21/26

The Cattle Markets had several price swings today, both negatively and positively, with the Fats and Feeders both settling fractionally lower. This past Friday on 7/17 the October'26 Feeder Cattle traded close to my target level at 330 and made a new 1-month low at 330.52 ½. Yesterday the October'26 Feeders settled 7-dollars higher and todays trade did not end up moving the closing price very much but tomorrow is another day. I still like the downside in the Cattle Markets and Yesterday I sent out new trades after the close. I put the trades on for many of you today, and I still recommend them for tomorrow as well, and they are shown below. My 330-target level is not where I think the bottom is, it is a level I like to take profits as I have been short for a while and then put on new short positions from there. If or when the Feeders trade below 330, I feel the selling pace could accelerate and a quick trade down to 321 and then 305 looks possible. The October'26 Feeders are below every moving average, the Feeder Cattle Index continues to plummet, export numbers are bad, imports are strong, and the cash market has dried up, with 232's trading in the cash market today, so I like it lower from here. As anticipated the Feeder Cattle Index was down 3.49 to 356.22. It is expected to be lower again tomorrow as well. Waiting for the markets to change is not the best business plan, so take action now, and give me a call. The Cattle on Feed Report is just three days away, and I can have your account open before the report if you call me. Yesterday's still recommended Trades are below. I feel the Soybean Oil Market is a buy here and I plan to buy it again in the Option Market tomorrow morning. If you are interested in seeing my trade ideas, just give me a call. Have a great night. 

.

I am also Bullish the Sugar #11 and Coffee Markets. Call for more information.

.

7/14/26

My normal writing schedule will be pushed back another week. There are trades below that were structured and sent out one week ago on 7/7. Take a look and tell me what you think. The Cattle Markets have continued to trade lower and my target level in the Feeders is 330, and it won't take much to get there. The Grain Markets looked to be in suspended animation today, along with being overvalued. The Corn, Soybean, and Wheat Markets I like lower. The Soybean Oil Market had a minor pullback today, which was a buying opportunity, and I hope you took advantage of it. December'26 Soybean Oil settled today at 70.68, and I feel we can see it trade much higher. If you would like to hear my target level, just give me a call. There is still time to capture some of the market movement that I see coming in a few of these markets, but I would not waste much more time. Give me a call. Today's Feeder Cattle Trades are shown below, along with the Boxed Beef and Feeder Cattle Index. Last Week's Trades are shown below those. Watch the Sugar #11 Market as well. Happy trading… Have a great night. 

.

.

Boxed Beef

.

.

.

.

FEEDER CATTLE INDEX

.

.

.

.

YESTERDAYS LIVE CATTLE AND FEEDER CATTLE TRADE EXAMPLES BELOW. 

.

.

.

.

THESE WERE SENT OUT TODAY 7/14/26 BEFORE THE OPEN. OLDER TRADES ARE BELOW THESE. 

.

.

.

.

Live Cattle Trades Below From 7/7/26

.

.

.

.

Feeder Cattle Trades Below From 7/7/26

.

.

IT IS TIME TO CALL ME

.

.

THIS IS WHAT I SAID ON 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. 

.

.

.

.

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

.

.

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

.

.

GOD BLESS AMERICA

.

.

.

.

.

.

.

.

Give me a call if you have any questions.

.

.

Bill Allen

Vice President

Pure Hedge Division 

Direct: 312-957-8079

ballen@walshtrading.com

WALSH TRADING INC.

311 South Wacker Drive

Suite 540 Chicago, Illinois 60606

www.walshtrading.com

Walsh Trading, Inc. is registered as a Guaranteed Introducing Broker with the Commodity Futures Trading Commission and an NFA Member.

Futures and options trading involves substantial risk and is not suitable for all investors. Therefore, individuals should carefully consider their financial condition in deciding whether to trade. Option traders should be aware that the exercise of a long option will result in a futures position. The valuation of futures and options may fluctuate, and as a result, clients may lose more than their original investment. The information contained on this site is the opinion of the writer or was obtained from sources cited within the commentary. The impact on market prices due to seasonal or market cycles and current news events may already be reflected in market prices. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. 

All information, communications, publications, and reports, including this specific material, used and distributed by Walsh Trading, Inc. (“WTI”) shall be construed as a solicitation for entering into a derivatives transaction. WTI does not distribute research reports, employ research analysts, or maintain a research department as defined in CFTC Regulation 1.71.