Reddit Posts
History Says Bread Prices End Empires — WEAT Calls It Is
$WEAT - Wheat could squeeze higher from oversold levels as the Iran war causes lasting damage to oil and fertilizer supply chains - even if war ends now !
$WEAT - an oversold commodity in a war environment that is cutting fertilizers supply chain - may double in no time!
Industries affected by Strait of Hormoz disruption according to MS research
Are there any alternatives to WEAT for getting exposure to wheat futures?
Market Volatility & Wheat Exposure: Could November Deliver a Surge in VIX and WEAT?
🍊☕️🚀 Morning Fuel to Morning GAINS : Long COFFEE, OJ, Sugar and Wheat
French farmers block roads, bridges as protests sweep country
What is the best ETF that holds a mix of commodities? (A MIX)
First time investor wondering about WEAT
Ukraine Russia wheat deal set to expire May 18, Russia switching targets from power grid to agricultural grid. And why its time to buy $WEAT
Wheat falls as details of Ukraine grain deal renewal remain confused (NYSEARCA:WEAT)
I’ve doubled my small option’s account since the beginning of the year
$WEAT Surges Ahead of Putin's Expected Reinstatement of Russian National Draft
Washington Post: Putin attacks Odessa and a hungry world’s hopes
Can grain prices still go a lot higher?
Futures on commodities seem to be the place to put your money.
There's Going to be a Global Food Shortage, Here's How you can Make Money from It
Long holds to capitalize off climate related famine?
I hate myself for asking this, but how to benefit from the upcoming global food shortage?
What Comes After $WEAT? Russian $CORN and Sugar Cane
Yoloing $WEAT wheat ETF 4/14 $12 calls weeklies
Non-Risky Stocks as hedge against inflation
Your chance to finally fuck the farmers daughter with $WEAT
WEAT: How far do you think wheat will go? And which way?
GERMAN SUPERMARKETS TO INCREASE FOOD PRICES 20-50% FROM MONDAY
Necessity material stocks are soaring will cause a bad ending for inflation and the economy
Why stocks and not commodities on this thread?
Canada Pacific Railway lockout! - Fertilizer & grains will hit the roof
What's the war end-game and why we aren't anywhere near the bottom
Expected Moves this week: USO, XOM, CVX, WEAT, FDX, and more.
Serious tom-fuckery going on with $WEAT and other commodities
Potential Outcomes for a prolonged Russia Ukraine war of attrition and how to play that in the meantime
Countries starting to pile up banning exports in what has been called the biggest supply shock to global grain markets
$CORN will skyrocket thanks to fertilizer shortages
MSM Has discovered $WEAT is skyrocketing. Prepare for dip.
WEAT seems ready to spike, bois.
WEAT etf play for Current macro situation
$WEAT ETF in hopes to capture the likely rise in wheat prices across the world due to global conflicts - DD/Discussion
$WEAT ETF in hopes to capture the likely rise in wheat prices across the world due to political tensions - DD/Discussion
The McRib Rip: Lean Hog Prices Surge Every Time McDonald's Buys the Dip
$WEAT Wheat bull run in the making 📈📈📈🌾🌾🌾
Mentions
For me it is call options on the WEAT etf. This is a basket of SRW wheat futures. I am expecting homuz to stay closed for 6-8 more months and for there to be a fertilizer shortage causing lower wheat planting and wheat prices to spike about 50 to 60%
I'm down over $100 on my position in $WEAT. I coulda bought, like, 5 loaves of bread.
Bought the highs in Corbion about a month ago. My other plays are DSMY Firmentech and CORN, WEAT
WEAT, DBA and cash. If the crops fail I can always eat cash.
Who else is all in on WEAT?! WHERE IS THE WEAT GUY??!!
On $WEAT and $DBA yeah lmao
$WEAT was up 6% today. Food production is gonna be a problem w/ higher energy & fertilizer like you said. AI ain't gonna help America there.
This is how catastrophic Wheat production is this year because of drought. That's not even taking into account the fertilizer crisis. Famines and hyperinflation incoming. Long WEAT and gold. https://preview.redd.it/bxax4ulb1r0h1.jpeg?width=757&format=pjpg&auto=webp&s=92ac4ef228d0ef42024737c0b177eccf5d077313
Wheat ETF $WEAT up 6%. Drought, El Niño, and fertilizers stuck in the Hormuz strait. Mango 🥭 will be remembered for causing a global recession and civilization-changing worldwide famine. Well played. Anyway as I said this morning, buy $WEAT leaps to be able to afford food next year.
Damn WEAT is popping off. Should have bought calls when that macro podcast told me to
Y'all are not ready for food prices at the end of the year. North American winter wheat is absolutely destroyed by drought and the summer planting worldwide (India, China, South America, Europe) is facing nitrogen prices that are double those of last year. Famines and war, civilization-ending stuff. Anyway $WEAT leaps.
I bought $WEAT again as my hedge. $6/bu for wheat is about a 10% pullback from it's 2026 top and the Wheat fund bounced off its 50 DMA early today. I'm looking at what is up in my port and its all boomer stocks like Kraft Heinz, Conagra, Berkshire Hathaway & Gold. A higher DXY is gonna kill my World ex-US positions as well. I wouldn't be surprised if this market makes a sudden rotation into the boring boomer dividend stocks as well.
Long dated calls on $CORN and a few on $WEAT too but not as many. Corn production will be heavily disrupted by the fertilizer shortage. Its price also tends to increase with oil, but it lags. It’s shaping up to be a rough year in terms of weather as well. Everything combined will probably increase the cost of corn this year.
Wheat futures broke put yesterday. 100% increase in nitrogen fertilizers prices will do that. Last time we lost 5% of production wheat prices went 50% up. A lot of people are about to get hungry and a lot thinner and a bunch of governmens will eat the dirt (remember the Arab Spring?). Calls $WEAT puts on $LLY
Wheat futures broke put yesterday. 100% increase in nitrogen fertilizers will do that. Last time we lost 5% of production prices went 50% up. A lot of people are about to get hungry and a lot thinner. Calls $WEAT puts on $LLY
used my excess cash to buy WEAT as a hedge
WEAT leaps look to be the move
All I know is that Analyst Michael Oliver said he is invested in WEAT for whatever that is worth. I have seen quite a few interviews with him and it’s the only time I ever heard him directly say which specific stock he is invested in. He says any commodity especially anything that comes from the ground will do well. I’m still investigating myself which is how I found your post
i prefer DBA, WEAT also looking like it might break out but these are longer term plays
I went corn, WEAT has already rallied a lot, corn has been a bit muted because of last years harvest. Should pop in the coming year …
The market sold off utilities & telecom stocks pretty hard this morning selling defensives. I'm prolly early buying $T but that's where I am looking. I also picked up some $WEAT as grains are selling off w/ crude oil. I might be a reborn bull, but while things weren't as dire as many here preached over the last 2 weeks, things aren't as euphoric as maniacs have shouted over the last 12 or so hours, either.
Actual $CORN and $WEAT might be the play
Here I was looking at BATL… useless. Thanks for the tip. I bought some WEAT fund calls expiring Oct thinking food supply will get affected by then
I lost my shorts buying $MOS. But, I think $NTR is a good gamble as they have been hitting on earnings. I hope the trade works for you as the macro thesis should work. I've decided to buy $CORN and $WEAT instead due to less volatility. ETF's for me over stocks since I think macro more than study individual stock spreadsheets.
If you think crude oil prices will go higher for longer, I would be buying $DBA, $WEAT, or $CORN, not $USO. The higher for longer crude oil prices will be passed onto our food prices since diesel is such a huge input cost for agriculture grains and wheat & corn have not fully priced in $90-$100 crude oil yet. If you don't like commodities, then just buy $DE.
Im still long corn and wheat, coming off recent historical lows and writing is on the wall even if war ends this second. LEAPs on $CORN and $WEAT
WEAT Calls btw, maybe a few months out and thank me later :)
Found this in prospectus. WEAT avoids the front-month contract in its aim to provide exposure to wheat futures. Instead it holds the 2nd to expiration, 3rd to expiration and the subsequent December contracts to mitigate the impact of contango. So it appears to be a good trade for about 6months give or take.
Similar, I bought WEAT CORN SOYB
My favorite plays continue to be agriculture stuff. With the fertilizer crunch we should see higher prices sooner rather than later. Especially $CORN, $CANE and $WEAT.
Imagine not buying CORN and WEAT during an energy shock. Couldn't be me
Baby if u ain't buying CORN and WEAT what is u doin?
But I gotta buy VG, WEAT, UCO and CING! And, always, DRTSW warrants.
Take a trade chill or park or somewhere medium term. VG was gonna end up higher than this anyway, I think it's a great investment. When it drops Monday morning haha. WEAT is steadily rising and every day without fertilizer being exported from the mideast will be more.
I have calls on CORN, WEAT, and CANE. Godspeed my brother
These oil stocks have been slowly rising since early February as people smarter than I figured the military build up meant Iran war. So this interruption was priced in without us noticing. It will probably continue bouncing between 1 and 1.40 for awhile and you can swing that and many other similar stocks, but probably not gonna double unless a lot more damage happens to mideast infrastructure. These prices are for if the situation stays bad. If and when it ends they will drop back near before quick. But long term these guys are drilling lots of horizontal wells soon and their financials aren't too bad. If the world doesn't end its probably a good long term hold. Also VG, WEAT, and PBR.
I am currently in Cash (USD), $WEAT, $CANE and $DBA. I think food prices might spike if we cant get fertilizers for planting season.
Bought $WEAT & $CORN. Welcome to Trump douule dip inflation 2.0
In Jan 2020 I watched the market rally, then I watched it keep rallying in February 2020. Made me doubt my understanding of the market. Then the bottom fell out in March. I didn't try to time the market, I wasn't familiar enough with how the market worked. But by January 2025 I learned enough to see the signs and get ready *before* the crash. Went mostly cash in early February and missed most of the tariff crash. Bought back in on the day of the OG TACO. Didn't time things perfectly, but close enough. My main trading account was up 40% last year. This time around I haven't gone mostly to cash, I'm holding energy stocks, fertilizer companies, BNO, GLD, cash, and WEAT in preparation of what's to come if the war continues, which is the likliest outcome. Up 11% ytd so far. Look I'm no master trader or anything, but the signs are there if you actually understand why this war is a big deal and why unblocking the Strait is easier said than done. At this point I'm just waiting for the shoe to drop. The market can only stay this delusional for so long before reality starts knocking.
i duno i am stick to my guns and holding $WEAT, $CORN and $DBA
$WEAT... Up nearly 20% from it's time low since Dec, someone's buying it 😉 Looks interesting 👍
WEAT all-time chart is scary lol.
On days like today I think it's good to look and see what is green in your port or what you wanted to buy. Or what stocks are significantly off their opening lows. For me green today is $EWY, $SONY, $OC, $XHB, $WEAT, and $SOYB. Today is the 2nd straight day that $SONY opened in the Green but sold off and bleed out all gains to EOD and opened Green above yesterdays open. I am going to buy more $SONY close to EOD today. Find your own method but spread a wide net. And if the market doesn't feel right, sit this one out.
WXET 2x leveraged on WEAT futures, no k-1
WEAT gang, smoking that grass, hedging my sandwich consumption
Soybeans +18% YTD, wheat +9.6% YTD, Corn +4.6% YTD They are all slightly down today b/c crude oil futures are down. I imagine Soybeans are up more than other grains due to transport concerns due to the oil rig tanker zombie apocalypse. I remember the other day there were comments here that farmers are getting killed. And they have been. But if grain prices keep rising in tandem with crude oil, farmers are going to be having a banner year in 2026. Sure high fertilizer & diesel prices hurt, but if grain prices are already 20% higher than 2025 continue their accent towards 2022-2024 averages there is another 50% upside. There is going to be a lot of investment in Deere & Co equipment for tax write off purposes in 2026/2027. I bought $WEAT and open and will likely buy $SOYB today as well. I was going to buy $TITN but they report earnings next Thursday. I ain't buying any stock before earnings in this market.
Was looking at NTR, LXU, and WEAT calls but probably waited too late
Plugging my nose & buying $GGB (Brazilian Steel). I bought an unnamed fertilizer stock earlier. $WEAT (wheat futures) are on my radar. I admit I was wrong about crude oil coming down fast. I spent way more dry powder this week that I ever anticipated.
I can't blame anyone for taking 100% gains as profits. I think they could run higher but I am looking at $WEAT (wheat futures ETF) as my last add in the agriculture sector.
$IPI was the other stock I almost went half/half with. I was looking $ADM but that keeps running too. I might buy $WEAT but that just wheat futures ETF and you trade that. It wouldn't be a potential buy & hold like $ADM where you could hold for an extended period of time if the trade went against you. I'm checking out $VG now thanks
ya urea shortage is going to be crazy. I am playing this with WEAT and DBA though but MOS has been killing it
I'm up on WEAT MUSA SFM all agriculture or oil stocks.
Welp, my port will be red tomorrow but still beating SPY. Besides oil, I am noticing the agricultural commodity etfs are up. That is, CORN, CANE, SOY and WEAT. I might play some.
How further do you think wheat will run up with the war and possible upcoming recession? I've been in oil (even before the war) and haven't thought about wheat. Was thinking of entering into some WEAT calls.
Did WEAT calls in 2022 which made bank like everything then. Looks like the the underlying reverse split since then but the April 17 chain never adjusted? There’s literally 0 volume and it tops at 8C with underlying at 23.61?? This is on TD
Yeah I bought WEAT a couple of dyas ago, it's doing great. I don't see any real offramp over the next month, and I don't see any prospect for a US victory that would re-open the strait in that time either. So things that are impacted are going to continue to go higher.
Interesting my best performing pick this week is $WEAT food shortage incoming
CAG: Conagra calls are cheap and have been paying well since CAG broke out a few days ago. KHC too. Seems to be a rotation into staples. Just starting. Room to run. WEAT has yet to make it's move, it will.
CAG: Conagra is breaking out, calls are cheap. WEAT: Calls USO: Bought calls on the dip the moment T said in the live conference with oil exes 1hr ago that even more US Navy ships on the way. It's the Venezuela playbook. Blockade + Delta Force.
WEAT: wheat is moving. This ETF is $21.14 It's breaking out. $21 Feb. 20 ATM calls super cheap (0.65), IV 22% so a $3 move either way, and imho it's going up. Surge in commodities. Hmm... Maybe because you know who is fiddling with the CPI numbers while "Rome" is catching fire (at least for the lower half of the 'K'. The wife's movie is the only bomb that's dropping this wknd. Who's buying wheat, anyway? It's the upper 20% of the K-economy. They know inflation is back. I loaded cheap calls.
Dunno, I'm WEAT intolerant
What’s the story with WEAT?
TIL there are etfs for Corn ($CORN), Soybeans ($SOYB), and Wheat ($WEAT). Wonder why people would ever invest in them.
WEAT, i expect the farmers to stop growing so much of soon making it scarce but people still gotta eat
>Russia’s wheat harvest halves amid slow pace and low yields >https://www.tradingview.com/news/invezz:799b07e02094b:0-russia-s-wheat-harvest-halves-amid-slow-pace-and-low-yields/ $WEAT 🚀🚀🚀
I have a WEAT leap, it was doing OK until the price crashed again, its in a dip now so good time to buy.
Everyone posting their UNH gains and noone posting their WEAT gains from my DD the other day , feelsbadman
>u/Spy300 2 points 1 day ago >Calls on bread lines and a weak dollar >$WEAT 🥰
You can go long wheat prices in hyperinflation as bread demand surges and the dollar weakens $WEAT
Calls on bread lines and a weak dollar $WEAT
>**BREAD DEMAND EXPECTED TO SURGE AS CONSUMERS CUT BACK TO CHEAPER FOOD ALTERNATIVES** Demand surge + weakening dollar is net bullish for wheat. $WEAT 🚀🚀🚀
Bread demand will sky rockets and the dollar weakens Net bullish for WEAT
Low effort mini DD ... WEAT LEAPS and calls, tarrif threat lowered, WEAT at low 30s RSI , price in a dip, never recovered like stocks. Bumper Canadian harvest. January 27th '27 4 C now ASK 1.15, that looks good value to me. January 16th '26, 4 ASK 0.8 My bids, Jan 16 (248d) 4 C 0.65 LIMIT and Jul 18 (66d) 5 C 0.08 > According to JPMorgan analyst Brian P. Ossenbeck, agricultural exports—particularly corn, wheat, and soybeans—are prime targets for Chinese retaliation. >Any new developments on this front could be relevant to investors in the **Teucrium Corn Fund** (NYSE:[CORN](https://www.benzinga.com/stock/CORN#NYSE)), the **Teucrium Wheat Fund** (NYSE:[WEAT](https://www.benzinga.com/stock/WEAT#NYSE)) and the **Teucrium Soybean Fund** (NYSE:[SOYB](https://www.benzinga.com/stock/SOYB#NYSE)). >With a history of leveraging tariffs to disrupt U.S. farm exports, Beijing could once again use this tactic to put pressure on American producers and policymakers. Also transportation may bounce back >The impact of potential tariffs won't stop at the farms. U.S. rail giants like BNSF (2.5% exposure) and **Union Pacific Corp** (NYSE:[UNP](https://www.benzinga.com/stock/UNP#NYSE)) (1% exposure) are directly tied to soybean exports and could feel the squeeze. >Ossenbeck's analysis suggests that retaliatory tariffs on grains could weigh on transportation stocks, adding another layer of volatility to the already embattled Transports sector. Investors in the **iShares US Transportation ETF** (NYSE:[IYT](https://www.benzinga.com/stock/IYT#NYSE)) should remain wary of their holdings. Possibly also # Canadian National Railway (TSE:CNR)Canadian National Railway (TSE:CNR) after Canada had a bumper harvest [https://www.producer.com/markets/wheat-exports-survive-china-pull-back/](https://www.producer.com/markets/wheat-exports-survive-china-pull-back/)
WEAT is the only thing green. Wheat is our new currency
WEAT gang checking in 
I’m up $0.75 on WEAT. That can’t be good.
WEAT. Into the close. Screw it I’m buying some.
I think WEAT will drift up into the close… but I don’t feel like buying it.
US Agricultural puts for the retaliatory tarrifs. SOYB, CORN, and WEAT. Last time (2018-2019) it took months to fully play out with China. Going to play it all the way down the drain.
CORN, SOYB and WEAT puts at opening bell Monday? We haven’t seen the retaliation items from China and Mexico yet.
Are my SOYB, CORN, and WEAT puts printing??? I would be excited, if my retirement accounts weren’t going to tank
Ready for a really weird answer? WEAT and PPLT with a short QQQ hedge
WEAT calls 1/2025 already secured
C'mon, corn? $WEAT is where it's at
I put puts on WEAT the week before. I dont know if the strike directly made the price drop but maybe
TMF KMLM SOYB WEAT DBA Basically, commodities and anything that isn't correlated to the equity market and assets that rise in a tightening cycle.
$WEAT, precious metals, natural gas Totally different set of assets to outperform in coming time period. Just my opinion.