Against All Odds Research

Against All Odds Research

I'm Buying and Selling: Trading the Oldest Relationship in Commodities

Why cattle is a short, corn is a buy, and how Heraclitus helps explain the logic behind both.

Jason Perz's avatar
Jason Perz
Nov 17, 2025
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The Cattle Short, the Corn Long, and the Old Philosophy of Opposites

There’s an old line from Heraclitus — one of the first philosophers to ever pick up a pen — that has stuck with me for years:
“Opposition brings concord. Out of discord comes the fairest harmony.”

He wasn’t talking about commodities.
But today, it fits perfectly.

Because the cattle market and the corn market are a living example of his idea: two forces moving against each other, yet tied together in a rhythm older than any chart.

And right now, that ancient relationship is giving us two very different signals — one to sell, one to buy.


The Cattle Short: A Break Below Support

Let’s start with cattle.

Live Cattle futures ($LE_F) have been in a monster trend for years, stair-stepping higher as beef supply tightened, feed costs fell, and demand stayed stronger than anyone expected. But all trends, even the most stubborn ones, eventually bend.

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