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Sun, Dec 22nd, 2024

Susan Stroud

Susan Stroud

Susan Stroud is the Founding Partner and Lead Agriculture Analyst at NO BULL. Her focus is agricultural commodities including corn, soybeans, and wheat. Susan’s deep understanding of the complex relationships within global agricultural markets, her wealth of industry contacts, plus 15 years of experience in US cash markets and its complex logistics allow for a unique perspective in a crowded pool of commentaries.

Susan holds a B.S. in Business and a M.S. in Agriculture from Texas A&M University. She has been featured in Bloomberg, participated in prominent industry events as a speaker, and is regarded as a leading authority in inland river system logistics and grain flows.

As they say, 'learn something new every day' and that is exactly what you will get with Susan’s NO BULL approach.

Most Recent Stories

No Bull | The Five Spot

1 | Change Over the past 100 years, U.S. #corn production has increased more than 700% while planted area has decreased 10%. Incredible! Perhaps the Department of Energy, Argonne, CARB, and the Department...

No Bull | The Five Spot

1 | Trade war, schmade war Here is the real issue: 2 | Missing the forest for the trees Now, I am not saying another trade war won’t have implications, but let’s not miss the forest for the...

No Bull | The Five Spot

5 | Giddy Up It's been a wild six weeks in the world of veg oils with front-month palm oil rallying 32%, soybean oil +18%, European rapeseed futures +13% and canola +12%. Heating oil has been the odd man...

No Bull | The Five Spot

5 | Cleared for takeoff U.S. sustainable aviation fuel production is taking off, literally. Domestic renewable jet fuel RIN generation was a record 9.2 million gallons in September, more than two times...

No Bull | The Five Spot

5 | The Top Five Lovely to see that we now have two countries that produce more than 80% of the world’s palm oil now in the United States’ used cooking oil import origin top five… as the United States...

No Bull | The Five Spot

1 | Commodities vs Equities 50+ years of commodities vs. equities in one chart: Notable events of the past 50+ years: 1971 | Abandonment of the gold standard left its value skyrocketing until 1980 1973-74...

No Bull | The Five Spot

1 | Farmers First! Tuesday marked an important day for U.S. farmers as politicians on both sides of the aisle introduced the Farmer First Fuel Incentives Act which would require the Treasury Dept to restrict...

No Bull | The Five Spot

5 | What goes up must come down Ethanol has all but lost its year-long run at an extreme discount to gasoline. The collapse in gasoline has left futures trading at their smallest premium over ethanol since...

No Bull | The Five Spot

5 | Unintended Consequences In this week's episode of Unintended Consequences we have United States "used" cooking oil imports, up 89% year-on-year. The star of the show is China, supplying a record 1.3...

No Bull | The Five Spot

5 | Surprise! Today, I will start with this wise nugget from my friend Dan Hueber: It’s seldom the alligators you are looking at that will bite you. While we were all expecting a big bean yield in...

Author Links

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Friday's options expiration was the largest in history, with a total notional expiry value of $6.6 Trillion 🚨 https://t.co/fYv7NO1xqb
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Auto Loan Delinquency Rate hits highest level in 14 years 🚨 https://t.co/8R4cHWYz40
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The S&P 500's historic losing streak is over! $SPX had seen more decliners than advancers for 14 consecutive days through Thursday, the longest such streak in history. But that ended on Friday! Congrats to everyone, we did it 🫡🥳🫂
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Apple does it again, another all-time high 📈 $AAPL is now just $150 Billion away from becoming the first company to ever reach a market cap of $4 Trillion https://t.co/lDknxtLZjv
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Interpol issues Red Notice for $HEX and PulseChain $PLS founder Richard Schueler, more commonly known as Richard Heart, on charges of tax evasion and assault https://t.co/nf2e2Yo7Fw
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Raise your hand if this has happened to you? 🙋‍♂️ https://t.co/4dKlvSUGIm
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Market Breadth fell to its worst level since November 2023 on Thursday, with fewer than 53% of S&P 500 $SPX stocks trading above their 200D moving average https://t.co/PqZuZ0dwAp
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Global Liquidity entering the next bullish phase in a long-term cycle https://t.co/fZeBLsDw7h
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