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Royalfan5

Certifiably Surly
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Everything posted by Royalfan5

  1. Grain situation not as bad in the cash markets as the futures and some of the dire chatter out there. Going to end badly for a number of speculators.
  2. Fuck LSU, you have to send Wisconsin and Wazzu fans.
  3. Since it relates to this thread, with the wild amount of fund buying piling into corn and wheat with everything going on the US cash markets for corn and wheat have ceased to function normally. For wheat basis has dropped sharply and most places are bidding off back months in a inverted market so the 1.50 futures move is almost flat cash price. Corn saw similar action today, and a number of corn processors have went no bid. 2008 meltdown is really the only other time we’ve seen this before. So it looks like demand is being rationed right now.
  4. I'd be nice if he's going to stick with blatant bullshit, that he'd declare they won and the boys are coming home, and we deal with it from there.
  5. If in ends up a room by himself by doing this, couldn't they just lock him in it?
  6. Well the 2010 crop failure in Russia/Ukraine helped spark the Arab Spring. I will note that Russia had been actively limiting exports all fall and winter, and on a grain basis while South America had struggled with soybeans this year, the corn behind beans has the weather set up as of right now to be massive, which would more than offset Ukraine. The spring wheat areas in the Dakota's and Canada are looking like they could bounce back big this year to off of a bad year. I'll note we blew out N/U spreads in wheat out over a buck today, and N/N a buck fifty at times, which indicates we maybe feeling a little better on the back end.
  7. Towing them to Scapa Flow and scuttling them next to the WWI German High Seas fleet would work for me too
  8. It’s like that asshole that got himself killed small town Missouri in broad daylight on Main Street with a ton of witnesses that saw nothing
  9. I'd assume the Finns would be more than ready to update their cocktail recipes.
  10. Rapeseed is canola
  11. Zinky Boys wasn't a term that came about from being competent and disciplined.
  12. That being said, pork is still fucked up because of lower numbers due to disease and omricron fucking up belly and ham processing.
  13. The good beef is cheaper than the less good beef. It takes longer and better feeding to grade out choice vs. select, so if select is worth more lighter weight cattle go to town sooner. If choice is soft you aren't moving the better cuts of beef for good restaurants and grilling like you should. Right now reported whole sale prices are the cheapest they've been since fall 2020 for the most part.
  14. Maybe they'll even drunk drive the tanks into town single file like they did to help the Chechen's shooting out.
  15. To be fair, the Massey was a Canadian design, and ripping off 50 series Massey's was enough punishment in and of itself.
  16. As an aside for this thread, we are now trading wholesale select boxed beef above choice which should pull lighter weight cattle forward, and is also probably a bad sign for food service demand.
  17. Let’s not ignore the tax the Russia imposes on themselves in these cases by being drunk fuck ups that don’t build things good.
  18. Why do I give a shit what a bunch goose fuckers do in their frozen hellscape?
  19. I’ll just note that hog packing margins are very near going negative. This could stifle hog herd expansion short term if they throttle back kills. Flip side coming forward is a stupid amount of money is being thrown at domestic soybean crushing capacity for “renewable distillates” which if realized would throw off a fuck load of cheap meal to boost hog producer margins.
  20. Driver bounced his head pretty good off the ice. I hope the kept an eye on him
  21. My wife’s been pretty excited about the mono-bob since Humphries is married to one of her college track teammates.
  22. It's far easier to buy in bulk if that's what you want to do. Being a retailer that sells smaller increments is just a pain in the ass. If you want local stuff, the best bang for you buck is going to take at least a quarter of a steer or half a hog.
  23. In general, local lockers are heavily booked a year out in the current environment, so you'll need to find some who wants to split an existing date, or get on a list, and hope something breaks a leg and you can snag an emergency kill.
  24. Cattle wise we are on the downside of the cattle cycle which is going to shrink ready packers numbers for another 18-24 because we’ve started the herd liquidation due to drought and cow/calf profitability and biology doesn’t let you change that on a dime. Some additional bigger packing capacity has started to come on line which is important because there is no slack for cattle right now, which is the biggest thing hurting producers. (Although most are making money now) Boxed beef remains well of the highs which should help after we come off the peak of seasonal tightness in April. Adding small processors helps at the margins but it takes a lot of them to move the needle when we need to kill 125-127k head of cattle per day. Hog wise we are past the Prrs issues of last years and have plenty of capacity it’s just going take more labor to keep up as numbers of ready hogs pick up post summer. Takes more skilled labor to process a hog and while packers are paying more a lot people don’t like working in packing plants
  25. At least it’s done
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