Commodity Market Movers Report - Portfolio Update 08.02.2026

How we’re positioned and what we’re looking out for.

What we did during the week:

• we closed out of our short cotton trade as our profit target was hit and we only had 50% of the position left

• we closed our short soybean meal position during the week as the market made a higher high, while beans showed strong momentum

• we used the free capital form the soybean meal trade to build up our long soybean position t…