Recent content by jtmalu

I use the Dalian data to monitor the worlds biggest soybean importer. George, I am trying to understand the following: " 2) Long Kansas City Board of Trade ( KCBT ) Wheat May 2013 / Short Chicago Board of Trade ( CBOT ) May 2013. My basic focus is in the May 2013. I believe...

hello, I am guessing that I have received the same technical charting report from CIS called "Price Perceptions". That said, I know some people put much emphasis on their charting recommendations, but I do not. I believe the Fed's QE3 program ignites buying that will affect many...

The problem here is that there is no room for logistical problems in SA / late harvest / etc and any shift of even a small amount of business back to the US in the second half of the marketing year!! Can Brazil and Argentina take care of the entire world’s soy needs by themselves in...

I agree, it was a losing trade for me, and I lost 1 tick. In other news, I think we are witnessing funds reducing length in Dec soybean meal. I am selling it and buying soybean oil against it. 788 is a key resistance area in dec corn.

I believe the risk/reward potential makes this an opportunity worth considering at least (even though as you say, we will be the last to know if there are problems with toxins). I belive the -4 is the key support and if it doesn't hold then we could end up as 1988 and perhaps go as low as -8 if...

do you have an opinion on how the possible alphatoxin problem will affect dec-march corn spread? I would think this is bullish for the spread which now trades at a 4 cent carry.

that is an absolutely insane price target in dec corn! about 30% below trend-line yields puts us around 750 on the low end according to models that I have looked at.

spet-dec corn confirms Issac is doing some damage, but i think it is way early to be talking about dryness of Brazilian beans as they aren't even in the ground....

any idea if the Russian ag ministry will levy an export tax?

nice call on the russian non-event, dec wheat should go back to about an 80cent premium to dec corn

I agree that it is to early and to illiquid to trade 14. I like your trade in WZ-WN3 and still think it has more room to move, but AUG 8, 2012 is the Russian food security meeting. Watch for an export tax on their small wheat crop! This spread could explode to the upside if an export tax is...