ken morrison
morrisonmkts.bsky.social
ken morrison
@morrisonmkts.bsky.social
commodities; mostly of the agricultural kind

Reposted by ken morrison
This is utterly deranged behavior from a U.S. attorney general
February 11, 2026 at 6:44 PM
Reposted by ken morrison
Understatement of the century
February 5, 2026 at 5:16 PM
$WEAT (the ETF): Investment rose 11% over the past 5 days in this essentially long-only ETF. That's the largest week-over-week increase since May 2022 .
February 4, 2026 at 1:51 PM
Bitcoin Futures: slippery slope
February 3, 2026 at 6:43 PM
Metals (precious & industrial) comprise 35% & energy 29% of the $BCOM index
February 2, 2026 at 3:17 PM
Reposted by ken morrison
Oh my…
January 31, 2026 at 6:33 PM
Reposted by ken morrison
Bruce Springsteen - Streets Of Minneapolis (Official Audio)
YouTube video by Bruce Springsteen
youtu.be
January 28, 2026 at 10:20 PM
Reposted by ken morrison
Kentucky libertarians have managed to hold to their principals pretty well lately, I'm as surprised as you are.
RAND PAUL: What if a country indicts our president for violating a foreign law -- should we extradite him or be okay if they get him by force?

RUBIO: We're always going to act in our natl interest

PAUL: What I'm saying is our arguments are empty. It's a ruse. We do what we do bc we have the force
January 28, 2026 at 4:34 PM
Reposted by ken morrison
Trump “spent his first year acting as though the 2024 election were the last time he would ever have to give a thought to public opinion,” @jonathanbchait.bsky.social argues. “Now the myth that Trump is invincible has been exploded.”
Donald Trump Can Be Stopped
The president’s retreat in Minneapolis is a stinging defeat for the national conservatives.
bit.ly
January 27, 2026 at 5:40 PM
it's not a result of the physical value of oats which are flat to lower the past 30 days and down 10% y-o-y. 50% of U.S. oat demand depends on imports from Canada.
January 22, 2026 at 9:08 PM
Reposted by ken morrison
“The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command.”
January 21, 2026 at 5:46 PM
Reposted by ken morrison
Some personal news we have renamed our team the Ice Bay Packers
January 21, 2026 at 5:48 PM
and that
December 10, 2025 at 4:24 PM
well, yes , there's that
December 10, 2025 at 3:26 PM
St Louis Post-Dispatch:

Blake Hurst, a soybean, corn farmer, is frustrated the WH is blaming farmers' woes on things like high prices for seed and fertilizer , not tariffs.

“Sometimes I wish they would treat us like adults who are smart enough to figure out what’s going on.”
December 10, 2025 at 2:11 PM
@SecRollins of USDA, in today's press release on the $12 Billion 'Bridge'' said " four years of disastrous Biden Administration policies resulted in record high input prices and zero new trade deals. "

She failed to mention the Record Net Farm Income w/ minimal govt. payments

Gaslighting
December 8, 2025 at 9:50 PM
Trump's proposed $11 billion 'Bridge' payment to U.S. crop producers will average about $50/acre to qualifying producers who averaged < $900k AGI the past 3 years
December 8, 2025 at 3:57 PM
I never trust anybody who said 'I'll be honest w/ you'.
December 2, 2025 at 7:46 PM
Purdue - CME Ag Producer Survey:
5% change in this month's survey is interesting considering 75% of rural America voted for Trump, many then citing they 'liked his policies'.
December 2, 2025 at 5:22 PM
$BTC : Down YTD
November 18, 2025 at 12:54 PM
as a sidenote, even if the U.S. was competitvely priced for Nov-Dec beans, I don't believe there's is export fobbing capacity for more than about 5-6 mmt beans for Nov-Dec shipment
November 10, 2025 at 6:01 PM
Corn at 13.7 MMt ytd, the closest ytd is 2018 when it was 11.7 mmt. That's as far back as I went to look at comparisons . 2019 ytd was 4.5 mmt , a low for the 2018-current period
November 10, 2025 at 5:52 PM
U.S. Soybeans for Export: 8.9 mmt inspections crop-yr-to-date is down 7-16% from the same date in 2018 & 2019 during Trump 1.0 Trade War.

China is not the only customer missing from the list. Another indication how increased production in Brazil has taken market-share from the U.S.
November 10, 2025 at 5:37 PM
Now imagine Trump if there was a national crisis ...
November 6, 2025 at 6:41 PM
Same survey says 70% of ag producers believe the country is headed in the right direction. Pretty close to the 75% of ag producers who voted for the guy now in the WH.
November 5, 2025 at 2:22 PM