Thursday exports soft, taking some of the gas out of Ag. Corn gained 3 3/4 to 529 1/4, but Oct 530 calls should put a ceiling on this run in front of a big harvest weekend. Wheat gained another dozen to 717 3/4, picking up nearly 30 cents total from earlier in the week. Beans up 1 1/2 cents, 1284 1/4, but bean oil has reset and global meal has a drag to it. Rice off 5 1/2 to 1383 and the big buyer was back, but what appears to be farmer selling is more than he may want to chew. Ag has had a nice rally but most farmers grow crops to sell, and this weekend they will have new inventory. Dow rips for another 515 points, 34,644 as the China sky is falling is replaced with rainbows and unicorns. Bonds off a point and 19 tics, 162.05, and next week could be an interesting tell in the real financial pit.