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Royalfan5

Certifiably Surly
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Everything posted by Royalfan5

  1. Are enough of the Scorpions still alive to perform Winds of Change Part 2 once it’s written for them?
  2. So are the Ukrainians just waiting to see what units wander off before pushing forward gently to see what falls over at the point?
  3. No Orca’s ever went to A&M as far as I know.
  4. I’m suddenly reminded that Convoy is a pretty underrated movie
  5. They’ve got a full tank of gas, a half packs of cigarettes, it’s dark and priggys wearing sunglasses
  6. So is Wagner really going lean into Apocalypse Nowing it and have Ride of the Valkyries blaring from their column?
  7. I’m sure they would have sailed a good chunk of their navy halfway around the world to immediately get their asses kicked on arrival if given the chance too
  8. Somebody keeps showing up in my living room uninvited I'm roughing them up too.
  9. All I know is that by marrying an all conference college discus and hammer thrower is that our combined genetics are going to give our kids a real good shot at being offensive tackles or 3/4 DE.
  10. Just means you weren't listening to country radio from 2005-2007ish, and stayed away from places that feature those people later on. Or weren't big into Lonestar in the 1990's. (I'll always stand by No News as one of the top country bangers from that decade.)
  11. https://flatwaterfreepress.org/using-loophole-seward-county-seizes-millions-from-motorists-without-convicting-them-of-crimes/ The first county west of Lincoln attracting attention for shaking down out of state travelers on I-80 for cash.
  12. So far I’ve enjoyed the hell of this show. Definitely reminds me of some of my own uncles especially Rollie
  13. There will be plenty of cheap pork to keep you busy in the meantime
  14. 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.
  15. 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.
  16. Likely act surprised when Tyson “accidentally” catches a plant on fire again to shifts numbers leverage again
  17. 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.
  18. 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.
  19. You never hear of this happening with dog tracks. Maybe it’s time for the true sport of kings to assert itself
  20. One of my coworkers took Friday off to go touch the dead nun.
  21. At least the packers getting their ass kicked is a change of pace
  22. 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.
  23. 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.
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