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Wed, Aug 21st, 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

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...

No Bull | The Five Spot

5 | Change is coming in 2025 US biomass-based diesel imports are on track to exceed one billion gallons in 2024. Effective January 1, the government will no longer incentivize biofuel imports as the current...

No Bull | The Five Spot

#5 | Wheels up! Air travel has never been HOTTER as a record number of Americans are taking to the skies. TSA set a new single-day record on Sunday as more than 3 million passengers passed through US airport...

No Bull | The Five Spot

#5 | 5% Annually Did you know Brazil's soybean area has expanded at an average rate of 5% annually for more than 30 years? 5%!!! Annually!! So, just what does an annual expansion rate of 5% look like?...

No Bull | The Five Spot

#5 | Taking Off Sustainable aviation fuel production is taking off, literally, with 18.7 million gallons of renewable jet fuel RINs generated in the first quarter of 2024, up 250% year-on-year. Better...

No Bull | The Five Spot

#5 | Beat the clock Seventy percent of the U.S. corn crop was planted (for the first time, anyway) as of May 19, up 21% from the week prior and only 1% behind the five-year average. Last week's progress...

No Bull | The Five Spot

#5 | Big Bushels U.S. corn yields haven't hit/exceeded so-called trend (USDA’s initial print) since 2018 and although 2023 was a record-high yield at 177.3 - it fell well-below the 181.5 trend. In...

No Bull | The Five Spot

#5 | Unintended Consequences The U.S. imported a record amount of fats and oils in March, fueling a boom in renewable diesel production (literally). Imports of heavy-hitter feedstocks used cooking oil,...

No Bull |The Five Spot

#5 | GREETings Tuesday gave us the much-anticipated release of GREET modeling for the IRA's 40B Sustainable Aviation Fuel tax credit. Heading into Tuesday, the market was anticipating all-encompassing...

No Bull | The Five Spot

#5 | New Heights Cocoa and copper continued to make a run for it last week, especially cocoa which traded above $12,000/tonne briefly on Friday before settling at $11,878 - nearly $5.00 per pound! Everyone's...

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Record Short Position in 10-Year Treasuries 🚨 Hedge Funds have now built the largest 10-Year Treasury Future Equivalents short position in history https://t.co/f3vOI859i6 https://t.co/C2Ucgt7rVG
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Absolutely Nuts! Japanese Stocks have both fallen and risen more than 20% in the last month 👀 https://t.co/0qOuuSiQRJ
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Hedge Funds are now bullish on the Japanese Yen for the first time since March 2021 🇯🇵 https://t.co/NsEqSrcKsY
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New York City will sell apartments 2 blocks away from Central Park and 1 block away from the American Museum of Natural History for as little as $173k in a lottery 🚨👀 https://t.co/SbLyRlJOez
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BREAKING 🚨: U.S. Job Market Goldman Sachs forecasts a downward revision in payrolls of 600k to 1 million through March. This would be the LARGEST DOWNWARD revision in 15 years. https://t.co/kWvoJQXe8V https://t.co/BArNqO9YZy
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Small Caps $IWM will hit $300 this year says Fundstrat’s Tom Lee. He explains why in the clip below 👇 https://t.co/ZK72sSWJfl
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What should the Federal Reserve do in September?
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S&P 500's 8-day winning streak may have ended but that doesn't mean the good news did. Before this year, the last 5 times the $SPX saw an 8-day winning streak, the index posted huge gains for the year. 2023: +24.2% 2021: +26.9% 2019: +28.9% 2017: +19.4% 2013: +29.6% https://t.co/fNiXp6FjIX
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10 Most Crowded Hedge Fund Stock Holdings 🚨 https://t.co/7Gv70NJ0ZP https://t.co/f63FYvhIbQ
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