Plains People Trading & Consulting

Predictive Markets. Proactive Margins: from Cattle Feeding to Sports betting

Predictive Market Director:

Ari H.

The Jew that Knew”

Ari isn’t just a trader—he’s a phenomenon. Born with an instinct for probabilities and a mind wired for strategy, Ari turned sports betting into an art form and commodities trading into a science. Expelled from business school for playing too close to the edge? He calls it a badge of honor—a reminder that rules are for people who can’t beat the game.

Senior Analyst & Trader

Brando W.

“25-Year-Old Trading Visionary”

At just 25 years old, Brando has shattered expectations in the world of options trading and predictive market strategy. Renowned for her ability to forecast volatility and price movements with surgical precision, Brando has mastered the art of transforming risk into opportunity. Her approach is fearless, data-driven, and unapologetically focused on winning.

Brando’s expertise lies in predictive trading, where she harnesses advanced analytics, behavioral modeling, and real-time market intelligence to anticipate trends before they emerge. Beyond the trading floor, Brando designs hedging frameworks for agriculture, protecting feedlots and agribusinesses from market shocks while unlocking new profit streams.

Options Desk Manager:

Seraphina Gold

“The Queen of Odds”

Seraphina Gold doesn’t play the market—she bends it to her will. At 30, she’s already a legend in the options game, turning volatility into her personal playground. While others panic over price swings, Seraphina thrives on chaos, stacking wins like chips at a poker table. Her obsession? Sports betting and options trading—because why settle for one arena when you can dominate both?

Predictive Market Consultant

Moses

“The Spread King”

Moses didn’t just grow up in the Bronx—he grew up hustling odds. At 45, he’s the guy Wall Street whispers about when cattle spreads start moving. While most traders stick to vanilla strategies, Moses thrives in the complex world of options, cattle crush spreads, and credit default swaps. He’s not here to play safe—he’s here to dominate.

Every trade is a calculated ambush. He sees risk where others see chaos and turns it into profit with surgical precision. Moses doesn’t follow the market; he writes the playbook. From hedging feedyard margins to structuring swaps that make banks sweat, his game is pure strategy and swagger. If you’re looking for boring, look elsewhere. If you want to learn how the best turn volatility into victory, Moses is your guy.

Submitted by:

Predictive Market Director:

Ari H.

The Jew that Knew

The Oil Market’s Crossroads

WTI crude oil is hovering near $59–$60 per barrel, caught between two powerful forces: geopolitical flashpoints and structural oversupply. While surprise inventory draws and Middle East tensions have lent short-term support, the broader outlook remains clouded by persistent global stock builds and tepid demand.


Inventory Breakdown

  • EIA Weekly Report (Jan 7): A 3.83 million barrel draw, deeper than expected, sparked a brief rally.
  • API Data (Jan 14): Another 2.8 million barrel draw, reinforcing bullish sentiment.
  • Macro Trend: Despite these draws, the EIA projects global builds averaging 2.8 mb/d in 2026, easing to 2.1 mb/d in 2027. Much of this surplus is parked in floating storage and strategic reserves, particularly in China.

Forecast Projections

ScenarioPrice RangeDrivers
Bear Case$40–$50Persistent surplus, weak demand
Base Case$48–$58Inventory pressure, modest OPEC+ discipline
Bull Case$60–$75Geopolitical shocks (Iran, Venezuela, Russia)

Geopolitical Undercurrents

  • Iran: Domestic unrest threatens 1.9 mb/d of exports.
  • Venezuela: Political shifts could eventually restore 1.3–2.5 mb/d, but short-term output remains constrained.
  • Russia: Sanction dynamics could swing exports sharply.
  • OPEC+: No major cuts planned for Q1, risking surplus expansion.
  • China: Strategic reserve buying near 1 mb/d cushions markets; any slowdown could deepen oversupply.

Impact on Agricultural Commodities

Oil prices ripple through agriculture in two key ways:

  1. Feed & Fertilizer Costs
    Higher crude prices lift diesel and fertilizer costs, squeezing margins for crop producers. Corn and soybean futures often track energy markets because of biofuel demand.
  2. Cattle Feeders
    • Feedlot Economics: Rising energy costs increase feed transport and operational expenses.
    • Corn Price Linkage: If oil rallies toward $70+, ethanol demand strengthens, pushing corn prices higher—raising feed costs for cattle feeders.
    • Margin Pressure: Feeders may face tighter margins, potentially slowing placements and affecting beef supply.

What to Watch

  • Next EIA/API Reports: Large builds or draws (>5 mb) can swing WTI sharply.
  • Iran & Venezuela Headlines: Escalation could spike prices, impacting feed and fertilizer costs.
  • OPEC+ Meetings: Any surprise cuts could tighten markets and ripple into ag commodities.

Bottom Line

WTI’s trajectory in 2026 hinges on whether geopolitics can overpower the gravitational pull of oversupply. For agriculture, especially cattle feeders, oil’s path matters: a bullish breakout could mean higher feed costs and tighter margins, while a bearish slide offers relief.

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