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Royalfan5

Certifiably Surly
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Everything posted by Royalfan5

  1. Right, and now that it rained we will probably touch off an expansion cycle that will drive cattle into the ground is 20-28 months.
  2. I'll note that live cattle continue to score fresh record highs, and boxed beef has stayed on a tear. I think we are likely overdoing it at this point, but it's going to be awhile until beef can see the pullbacks that we've seen in dairy, pork, and chicken related products as biology works against quick addition of supply.
  3. Likely act surprised when Tyson “accidentally” catches a plant on fire again to shifts numbers leverage again
  4. As a side note, live cattle scored all time highs today. Feeder cattle have bit to go yet. Packers are probably losing money on cattle and hogs here near term, as are hog producers while cattle guys are finally getting their day in the sun.
  5. Davenport is the largest of the Quad Cities and the anchor of a 380k metro area, plus John Deere is HQed there so you would think heavy equipment wouldn’t be a problem to find.
  6. You never hear of this happening with dog tracks. Maybe it’s time for the true sport of kings to assert itself
  7. One of my coworkers took Friday off to go touch the dead nun.
  8. At least the packers getting their ass kicked is a change of pace
  9. On a grain corridor note, it'll likely fade in importance with Ukraine having smaller crops to ship coming forward on account of the war and all, so they'll have less trapped grain due to overland routes anyway. The big thing for grain stuff is what Russia choses to do with their own coming off a big crop last year, and likely a smaller one this year.
  10. On a side note to earlier inflation stuff, besides eggs retracting their beginning of the year surge, you have pork packer margins turning negative and cattle margins close with pork the cheapest it has ever been relative to beef on a whole sale basis. It seems that right now packers are willing to eat the losses to hold market share. Cattle are still going to be tight for awhile but we probably have enough rain to stop herd liquidation for now and should be kicking off the rebuilding of numbers. Pigs and broilers are up numbers wise and should stay flat at worst for now. Veg oil is at the lowest levels we have seen in quite some time too. Nitrogen fertilizer looks to be about 40% of this years number going to the next crop year as well.
  11. I’m pretty sure I’m still only obligated to care about Hohenzollerns
  12. Sold out the football stadium for a volleyball game, so that's something I guess.
  13. Just need to see where the interesting accounts coalesce at. Then the replacement can take off
  14. At least the rocket launch went according to plan
  15. I'm just curious how many people here have actually had a package swiped off their porch too? I can't say that I have out of a good sized sample size in a very mixed income area of the world.(And they probably can't tell that they'd be swiping a 900 page book on life in the USSR either ahead of time either)
  16. I mean he did leave out that a non-insignificant portion would be backgrounded on wheat pasture/cornstalks/milo stalks/backgrounding yards
  17. Most of those cattle except for dairy culls are going to have spent plenty of time on grass before the finishing phase. Very little beef cattle cow/calf confinement.
  18. They're mixed today.
  19. Milk futures are off about a buck since this happened.
  20. A handful of chicken barns would get you to 2 million animals pretty easy. Pretty much everything in agriculture will be burn at the drop of a hat because of the conditions they operate in, from equipment to grain storage to livestock buildings. Plus nothing is near a fire department than can to it in time to save a damn thing.
  21. It's not a CAFO if you spread them out. If you got 18K cows going to want them as close together as possible to make feeding and milking easier. Downside is it concentrates the waste and waste gasses as seen here.
  22. Cargill announced that they are pulling out of Russian grain trade on July 1st, which means all the majors will probably say fuck it as far as messing with Black Sea trade for awhile.
  23. I’ll also note that while not a hunter myself I was raised by hunters who are safety fanatics. I had carry an unloaded gun for two days before I was allowed to try to hunt for real. We unloaded and/or broke the gun before crossing fences etc. along with make sure you walked where you damn well sure should be.
  24. Don’t carry, don’t plan too, have small collection of hand me down .410’s. I’ll also note that I’ve been drawn down upon by a non-police officer before and been jumped in a parking lot and it didn’t change my attitude about carrying
  25. I’m legitimately shocked we haven’t had a major incident at a sporting event, especially the way some of the stadiums are laid out. The south side of Nebraska’s stadium would be a great example as it funnels a huge amount of people between a road, buildings and barricades with plenty of cover for bad actors
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