Against All Odds Research

Against All Odds Research

Share this post

Against All Odds Research
Against All Odds Research
Wheat Speculators Just Hit an 8 Year Bearish Extreme

Wheat Speculators Just Hit an 8 Year Bearish Extreme

The dumb money is all in on lower prices—right as the smart money leans long and weather risks creep in.

Jason Perz's avatar
Jason Perz
May 06, 2025
∙ Paid
10

Share this post

Against All Odds Research
Against All Odds Research
Wheat Speculators Just Hit an 8 Year Bearish Extreme
2
4
Share

Wheat prices don’t just respond to weather—they respond to expectations. Right now, both are in flux.

Optimism over trade talks with China gave the market a brief lift last week. Today, that optimism disappeared in a single headline: President Trump has no current plans to speak with Xi Jinping.

The price didn’t wait for clarification.

It dropped.

But tha…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Jason Perz
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share