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Don’t Dive Long: The El Niño Bear Trap
El Niño report coming up I have been inundated with questions from clients around the world regarding the "Super EL Niño (or not)". Due to the war and research, I will get to some preliminary ideas and a detailed report by either Monday evening or...
How the opening of the Strait of Hormuz is affecting commodity prices
I am behind with research and will publish an El Niño report next week. This will be one of several regarding El Niño over the next few months. All eyes remain on Middle-East war and whether it really tames down The Strait of Hormuz is confirmed to...
Commodity Trade Ideas
5 PM EDT - Tuesday - April 8, 2026 What's coming up next Monday evening Super El Niño : Fact or an exaggeration? A look at April seasonality in commodities I sent this Monday night Below is a summary of markets I follow. This is not always "written...
Quick Summary: Iran War, Crude Oil Prices versus Weather
Not enough rains for Plains wheat could be bullish again in a volatile market. Crude oil volatility and war talk back and forth make trading grains very complicated. Plains wheat crop ratings will fall again Monday night when report comes out....
A Thin Market: Why I became bullish on OJ futures last week, plus Wheat & Cocoa update
The next report will be on Monday and will address "Teleconnections" and how I make long-range weather predictions for commodities. In This Report: Click on Weather Spider for Trade Ideas The recent Florida citrus freeze Chart pattern turning more...
Shock or Status Quo: Inside the Forces Driving Farmers’ 2026 Planting Decisions & Coffee Prices Collapse as Expected
Sunday night, EDT, March 29th In This Report: Trade ideas from last week and a few months ago Introduction Could the USDA corn acreage report throw a bearish surprise? Is now the time for farmers to hedge some 2026 production? Acreage Outlook:...
Commodity Trade ideas
March 30th, 8:15 A.M EDT, Monday (update) Past Trade Ideas Short coffee, longer-term with short call options and long the $2.90 July put option when prices hit $3.10 last week. (trade is ahead once again nicely) Probably short soybeans on the rally...
The U.S. Plains Wheat Drought & Conflicting Geopolitical and Climatic Factors Affecting Grain Market Volatility
4 am Thursday, EDT Next report will be later Monday or Monday evening EDT (Video); El Niño neutral spring, the Plains wheat drought, and geopolitics in the grain market https://www.youtube.com/watch?v=fOn6jnKN8u8 Watch our short video (3 minutes 40...
Why the Wheat Market is Complicated & Coffee Prices are Rallying Again
4 am EDT, Wednesday In This Report: Factors affecting the coffee market Why is it difficult to develop a longer-term view in the wheat market? Coming up in the next two weeks Weather Spider (Click here or, go to Trade Ideas at the bottom of the...
Weather Spider Update: Clouded by Iran War & Shutdown of the Strait of Hormuz. Why Silver prices collapsed.
6:30 a.m, EDT, Monday In This Report: Introduction ETF ideas Summary of commodity futures and option ideas Weather Spider sentiment FLASH: At 7 a.m., crude prices collapsed on some other war news. This report was written on Sunday night and early...
Update on how the weather and the Middle East War are affecting some markets
7 am EDT, Friday I am trying to take a much-needed vacation, and as usual, it is virtually impossible to get away from the markets and the war in Iran that is affecting everything from coffee prices to silver. I cannot have an employee do what I...
The First Wheat Bull Market in Years? How Climate is Causing Crop Woes for the U.S. Plains
Our video below addresses three very important climatic teleconnections that may worsen the U.S. wheat crop in the weeks ahead. April and May are critical times for wheat crops in Europe, Ukraine, and most of the U.S. The key teleconnections that...
Recent Trade Recommendations: Mostly Winners & Expanding Crop Problems for the U.S. Plains Wheat Crop
7 a.m EDT, Wednesday I am taking a very brief ski vacation in Canada, but I found a moment to send a quick update. Next week I will be discussing teleconnections and how I use them in long-range forecasting for global commodities. Months ago, these...
Looking Ahead: Summary of recent commodity market sentiment & what’s coming up later in March.
Our next report will be on Sunday evening March 22nd or Monday, March 23rd as we will be away on a very brief, and much needed vacation Friday, March 13th 6 a.m. EDT This video recorded by Jim Roemer early Friday a.m. discussing the following:...
Seeing the commodity forest through the trees of volatile crude oil prices & the Middle East War
2 a.m EDT, Wednesday Unfortunately, due to the war and time constraints, plus vacation time, my global wheat study will have to wait till the end of March. I will hopefully send one brief report sometime next week, and will be back for the spring...
Summary of Trade Ideas
5 a.m. EDT, Monday I will have a Weather Spider summary by Wednesday or Thursday and try to get my wheat report out before I leave on vacation on March 14th. Please read my Sunday night report when you have time. I will summarize this Spider by...
Commodity ETFs: How the worsening Middle East War is causing surging grain & energy prices
Sunday, 8 a.m. EDT Mid-late week, I will have a report with a Weather Spider summary. However, due to time constraints and the ongoing war in the Middle East, I may or may not have my global wheat study next weekend before I go on vacation....
SPECIAL UPDATE: The Middle East War, Weather and Commodity Prices
See video below Crude oil soared as I mentioned it would, in my video the other day. The coffee rally is only a short-term reaction to the war in an overall bear market. However, wheat has much more upside potential due to the war and drought...


























