Recent content by TradGab

Update. Watching the new CIT database, "true" commercials (net of Index traders) appears still more net short of well 90.000 (all) contracts (143.000 short against 53.000 long).

As from a view to the COT report, Commercial are net long on Cotton, BUT-BUT-BUT progressively net short on new ("Other") year contracts. In the past 10 years, on cotton "other" contracts they were being flat until June-July, while today they are already 17.000 contracts long vs 35.000...

Why, if we are living in the ethanol fever era, volumes and open interests of its futures are so thin? Partial answer is that ethanol supply cover about a fortnight of a oil year supply, but if I were an ethanol producer, in the while the corn is going through the floor, I might hedge my...

Has anyone had the opportunity to evaluate differences between the 1998 and the 2006 December edition of the legendary Van Tharp book? Thanks

The COT report shows that Commercials are progressively reducing either their long and short positions for RSW wheat. What does it mean? Thanks

Power of the fantasy, I never thought of a Cotton/Soy spread! It's a hipothesys to be working with for the week end and days on, maps and acreage being the data. Of course if we are talking of new crops, soy sounds as a bit less energy-demand sensitive than corn at the moment. Regards.

And probably you'd be right, in fact yours is just the chart of the day-by-day fight between soy and corn acreages, to let farmers be attracted by some soy plantation (i.e. hedged), otherwise soy from the next crop will cost surely too much. But the price of soy is still much more away than...

Your reasoning is very reasonable and so probably sounded to the funds which have been going short. But you used the right key to read the situation: "an irrational, price-insensitive long-term demand". One out of two: or it is a classic demand driven rally or it is an irrational rally, that...

A correct setting-up of news could reveal a good signal for an appropriate and profitable positioning. Does anybody know why Allendale (Illinois) is so brazenly bullish with corn? Thanks

Anyone has any site to suggest for charged commodity real time data? Thanks again.

I am afraid there could have been a misexplanation. As "I feel I am still weak in Position Sizing..." stands for "I feel not enough skilled in Position Sizing...". Of course I have already a position sizing philosophy, but I feel a lot can be learned. That's I'm looking for a text that give...

Hi, Personal small profile to let focus needs: I am a (relatively new) scale and spread trader in Ag Commodities, I am beginning to look at livestocks, I do not like financials futures, I fear energy which I take myself away from. Math is not a problem, linear regression is a friend. Finally...

Morning in Rome, Italy has already passed. It's time to coffee-break.