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I think you are underestimating the potential loss of production. We are already in a much worse crop than 2012 ( ZCZ12 touched 8$ )... The difference is there was a smaller stocks buffer at the time, but still...

Out @ -16.5. Small gain. The R/R was becoming dangerous in soy. Looking forward to reenter later.

I think you are right. I was just trying to find an explanation to what was happening in both CC and C curves.

Winter wheat is something like 61 good to excellent compared to 38 last year.

From Tregg Cronin last week : "We remain cognizant of FOB spreads on the rally for both corn and wheat. Going home last night, U.S. Gulf offers were in the $189.75-190.44/MT FOB range for July-September. These compared to $167-176/MT FOB in Argentina and $178-179/MT in Brazil. Ukrainian...

No. I still have 2 long K/N20 and U/Z20. IMO the story isn't finished. Trump gave me second thoughts with Mexico but it is still secondary to the flooding.

:D

Thanks Maxinger for your help. It works. That was my main issue.:thumbsup:

Hello, I am a new esignal user with a few technical questions about the software. - First of all, is it possible when you are displaying multiple instruments on the same chart to "lock" the same scale for every instrument? It seems like it autoscales by default and even if I put a fixed scale...

London is supposed to represent West African origins( #1 producer Ivory Coast, Ghana ... ) and NY South East Asia. Not sure of the exchange rules, I don't know if someone can take delivery in London , ship it to NY and redeliver it on ICE US. Anyway, the relationship is a loose one. It is mean...

05/24/19 : Out @ -183 $/T. This trade initially went really well then came back and then some... The curves changed totally in the meantime.:(

I agree for the most part as long as your total income tax is "bearable". For me, the limit is around 45-50% ALL IN( corporate tax + tax on dividends + social security or income tax + social security ). And I am consistent in my trading, meaning I have max 1 losing month per year. Anybody...

https://www.bloomberg.com/news/features/2019-05-23/the-wealth-detective-who-finds-the-hidden-money-of-the-super-rich A french man complaining about the wealth of others? incredible... Not to say that wealth disparities aren't a problem today, but in the US, people complain about young brains...

05/22/19 : Long ZS U19/X19/F20 butterfly @ -1.5. - The rumored new MFP payment on soybeans would further increase switch from corn to soy. - CME increases storage charges on nov expiry, so even without the MFP, X/F has the potential to go in a deeper contango than U/X.

05/21/19 : Long ZC U20/Z20 @ -1 - The planting delays are now making the situation worse than in 2013. - Sep is undervalued as Z19/Z20 was a speculators' favorite last week. - The level is quite low and as an intercrop spread, it has bigger potential...

https://af.reuters.com/article/commoditiesNews/idAFL2N22T188

By the way, This weather market has been really tough for my trading. I call bullshit on ZW for example.

05/17/19 : Long ZC K20/N20 @ -4.5. - The weather forecast is terrible for those who haven't been able to plant their corn( almost everybody in the eastern corn belt ) - K/N normally shows a smaller carry. - K/N didn't move with Z/K or very little to date.

It seems Bone was right about geopolitical tensions. I have liquidated some short energy spreads I had but I keep the HO Q/U for now.