This cycle mostly reverses last cycle's cooling: ADM broke a five-straight-cycle deterioration streak, upgrading to basing as its RSI jumped to 50.2 from 36.7, and NTR partially recovered from its sharp cooldown, RSI climbing back to 54.3 from 40.5. But MOS went the other way — its 30-day return flipped negative to -6.21% after a fifth straight cycle stuck on downtrend, and FMC's collapse-tagged decline deepened further. CTVA is now the lowest RSI in the book at 37.1, holding pullback for a third straight cycle.

Data as-of the 2026-08-14 close for all ten names in the book — no staleness this cycle. Prior scan: 2026-08-08-food-security (data as-of the 2026-08-07 close). Sourced from Revan's Food Security Trade conviction doc; child thesis of the Iran War perspective.

Last cycle's cooling in this book mostly reversed. ADM's fifth-straight-cycle streak of deterioration, flagged repeatedly in prior scans, finally broke: its regime lifted from pullback to basing as RSI jumped to 50.2 from 36.7 and its 30-day return narrowed to -2.25% from -4.61%. NTR posted a real partial recovery from the sharp cooldown flagged last cycle — RSI climbing to 54.3 from 40.5 and its trend flipping back from strong-down to up — though it's still short of the 64.4 reading it carried two cycles ago, so this reads as a recovery in progress rather than a full round trip. CF continued stabilizing after losing its uptrend tag last cycle, RSI up to 49.1 from 42.5 with its 30-day return flipping to +0.41% from -2.28%, thesis still rated intact. Against that repair, MOS is the clearest reversal the wrong way: after holding a downtrend regime for a fifth straight cycle while its price kept improving, its 30-day return flipped negative to -6.21% from +11.67% this cycle — the price finally caught down to the label rather than the other way around. FMC's decline inside its collapse tag deepened further, RSI easing to 40.8 from 45.0 and its 30-day loss widening to -6.28% from -3.2%, now a second straight cycle in collapse after its prior repair didn't hold. DE, last cycle's one clean strength story, held its uptrend regime but plateaued — its distance from its 52-week high essentially flat at -9.17% (was -9.22%) after two straight cycles of tightening. CTVA is now the lowest RSI in the book at 37.1, holding pullback for a third straight cycle with its 30-day loss roughly flat at -9.2%. DBA and MOO, both added to the watchlist last cycle, printed their second reads this cycle — both essentially flat on the month, giving the first real comparison point since their addition.

• ADM: regime upgraded pullback → basing, breaking a five-straight-cycle deterioration streak; RSI 36.7 → 50.2; 30-day narrowed to -2.25% (was -4.61%).
• NTR: RSI 40.5 → 54.3, trend flipped strong-down → up, thesis still intact; 30-day narrowed to -0.13% (was -3.51%) — a partial recovery from last cycle's sharp cooldown.
• CF: RSI 42.5 → 49.1, thesis still intact; 30-day flipped to +0.41% (was -2.28%).
• MOS: RSI 55.0 → 43.1; 30-day flipped negative to -6.21% (was +11.67%) after a fifth straight cycle on downtrend.
• FMC: RSI 45.0 → 40.8, regime held collapse for a second straight cycle; 30-day widened to -6.28% (was -3.2%).
• DE: RSI 55.8 → 50.3, regime held uptrend; distance from 52-week high roughly flat at -9.17% (was -9.22%), the tightening move plateauing.
• BG: RSI 40.8 → 52.2; 30-day narrowed to -1.75% (was -5.94%).
• CTVA: RSI 35.5 → 37.1, now the lowest in the book, regime held pullback for a third straight cycle; 30-day roughly flat at -9.2% (was -9.8%).
• DBA: RSI 50.6 → 52.8, regime held basing; 30-day roughly flat at -0.75% (was 0.0%) — second print since joining the book.
• MOO: RSI 46.5 → 49.1, regime held basing; 30-day roughly flat at -0.26% (was +0.28%) — second print since joining the book.

Regime labels describe chart structure, not a buy/sell call. ADM breaking its five-cycle deterioration streak and NTR's partial recovery are the cleanest repairs in the book this cycle, but MOS's flip to a negative 30-day return after a five-cycle run of improving price inside a downtrend tag is worth taking seriously — the label and the tape had been diverging for cycles, and this cycle they converged the wrong way. FMC deepening for a second straight cycle inside collapse, after its prior repair failed to hold, reinforces rather than resolves the caution flagged last time. DE's plateau after two cycles of tightening toward its 52-week high is not a reversal, just a pause worth watching for whether it resumes.

Tier A — Confirmed strength (2): NTR (recovering from last cycle's cooldown), DE (uptrend, though the tightening move plateaued).

Tier B — Fresh repair (2): ADM (broke a five-cycle deterioration streak), CF (stabilizing, thesis intact).

Tier C — Established, no fresh change (3): DBA, MOO (both second print), BG.

Tier D — Fresh reversal or continued weakness (3): MOS (30-day flipped negative after five cycles of improving price), FMC (deepening inside collapse), CTVA (now the lowest RSI, third straight pullback cycle).

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close — food-security.