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  1. TraDaToR

    Ag trade ideas

    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...
  2. TraDaToR

    Ag trade ideas

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

    Ag trade ideas

  4. TraDaToR

    Ag trade ideas

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

    Ag trade ideas

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

    Ag trade ideas

    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...
  7. TraDaToR

    Ag trade ideas

    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.
  8. TraDaToR

    Ag trade ideas

    :D
  9. TraDaToR

    E signal help

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

    E signal help

    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...
  11. TraDaToR

    Ag trade ideas

    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...
  12. TraDaToR

    Ag trade ideas

    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.:(
  13. TraDaToR

    Wealth disparities

    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...
  14. TraDaToR

    Wealth disparities

    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...
  15. TraDaToR

    Ag trade ideas

    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.
  16. TraDaToR

    Ag trade ideas

    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...
  17. TraDaToR

    Ag trade ideas

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

    Ag trade ideas

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

    Ag trade ideas

    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.
  20. TraDaToR

    My energy trades

    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.
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