Performance commentary and program updates from the Quantum Hedging team.
Soybeans rallied roughly 15% in August, a move Mark didn't anticipate and calls a fundamental miss — but options-defined risk and modest model positioning kept the loss contained. His view: current prices are unsustainable unless the US soybean yield falls below 51.5 bpa.
Read update →Ag markets recovered essentially all of June's break in July. Our models limited the damage on the way back up, keeping combined June/July returns positive — and August weather is starting to reopen the door to above-trend yields.
Read update →A look back at how we navigated corn, soybeans, soymeal and soyoil from launch through June 2026 — and why blending human judgment with model discipline mattered more than usual.
Read update →