Recent content by samjimson

  1. S

    Ag trade ideas

    I keep an eye on the fundamentals but always in context of the crop cycles as even a bad crop year obeys the seasonals to some extent. I like to keep it simple, never been good at guessing where price will go so I just took advantage of the planting risk premium and sold puts from mid-apr thru...
  2. S

    Ag trade ideas

    Doesn't mid crop account for like 20% of annual, drop in the pond? Last year, last I checked anyway, ending stocks were big enough to skip a year w/o much notice, tho maybe the grinders got smart and partnered with Canopy Growth and emptied stocks in 6 mo...not a bad marketing idea, hard to...
Back
Top