AgriTalk PM AgriTalk-March 4, 2026 PM
Mar 4, 2026
Shawn (Sean) Hackett, market analyst and principal at Hackett Financial Advisors, studies long-term cycles, geopolitics, and commodity markets. He links historic geopolitical cycles to hard-asset rallies and discusses risk of strategic stockpiling. He outlines El Nino’s shift from La Niña and regional U.S. yield risks, plus how wartime dynamics and money flows can drive energy and grain prices.
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BubbaTrading Saw Short-Covering Rally Into Grains
- Todd Horowitz observed funds rotating into grains after the equities pullback following weekend events, catching many shorts and sparking rallies.
- He noted live cattle, corn and wheat looked technically solid while equities were the wildcard.
Beginning Of A Protracted Resource War Cycle
- Shawn Hackett argues we're entering a prolonged geopolitical cycle focused on resources, not a single event, which lifts hard assets over years.
- He traces recurring war cycles since 1860 and says sustained instability drives parabolic rises in grains, energy, and precious metals.
Cycle Framed As Global Battle For Resources
- Hackett defines the current cycle as a battle for resources across the Middle East, Russia/Ukraine and China–U.S. tensions, concentrating pressure on energy, wheat and fertilizer.
- He says the hotbed regions control key trade flows and supplies that underpin global commodity risk.