President Trump has moved the corona conversation towards how we reopen the country for business, and putting it into governors hands. The middle of the country will lead the way, as the fly over states are the real backbone of the country anyway. Expect more and more positive news as the week progresses, but I would caution that the stock market has already built much of this in by my count. Dow up another 752 Friday to 24,159, while bonds are off a point and 17 tics, 179.28. Just a big range in the bonds, and the Dow is still trying to determine how far they can push the range to. Corn up 2 1/2 as this 320 area has been more stubborn than some of the fund bears expected. I have funds short 140K or so of old crop, and that's a big short with almost nothing in the ground. 322 1/4 close. Wheat up 3 3/4 to 533 1/2 and foreign suppliers like Russia are still waffling about how much they are going to allow to ship. Beans 832 1/2, off 4 1/4 with meal the weak link again and dropping $3.60. Funds have went from a sizable meal old crop long to a short in a week and a half. Carry in the spread and net short is a much tougher position to defend, so I would expect this week to have some meal stability, and strength later in the week if everything else holds. Rice gains another 17 to 1449 1/2 with strong bids in the spread roll yet again. July is now lead, and September has over 3600 open, a sign that some big long side players want more protection to get over the hump than usual. This coming Friday will have near 1000 rice call options in play, with a surprising amount of the longs, like almost all, on the commercial side. A 40-50 cent break would negate an awful lot of longs, so it will be an interesting trade. Keep some dry powder.