Recent content by Fundaman

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    Ag trade ideas

    Agronomically very much. Farmers have to switch to shorter cycle varieties which have less time to build vegetative mass hence lower yield potential. Also flowering will be pushed to the hottest period of the year and early freeze risks are higher. That said some of these things may not happen...
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    Ag trade ideas

    I think it is because the deal with China gets postponed all the time. 2 months ago there were high hopes that China would by massive amounts of soybeans, corn, sorghum, ethanol, pork etc you name it. They bought a bit of beans that they needed anyway and some pork but nearly not as much as the...
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    Ag trade ideas

    With the VSR detriggering the funds that are trading the carry (ie: short dec,long h) have no more reason to stay in that position (Remeber how strong was WZ this week vs the rest). But it is still in place for KC and not even risking of detrigger. The SRW to Egypt clearly was the catalyst for...
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    Ag trade ideas

    LWB is LIFFE wheat, BL2 is Matif wheat
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    Ag trade ideas

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    Ag trade ideas

    A lot will depend on the yield. If we go to 180 as on CIS estimate then first move is likely to be down. The export pull will be secondary during the crop year.
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    Ag trade ideas

    and which broker firm do you use for that? on the IB or Saxo I can't seem to get it.
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    Ag trade ideas

    Your trade seems to be working well. On what platform do you have access to the MW?
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