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i think 4/20 Cattle on Feed report will show a change of pattern with heavier placements. let's see.

just positioning for an active 07 hurricane season. i can't see why there would be a change of trend with the fundamental backdrop we have. with an active storm season 2.00 juice could be in the works i think

The recent break looks to me like a buying opportunity. The crop is small, la Nina will be present, Hurricane Activity should be active in June-December season. I purchased a 180/210 jan 08 call spread for 6.5 points. Lousy locals settled the spread at 4.5 but oh well. I bid 5 and was getting...

So this is the situation as I see it: Beef production running above last year Cutout prices 12% higher than last year Summer/Fall futures in the mid high 90's versus 80's The only thing I can factor in is that feedlots are running thin placements b/c of worries of cost of gain b/c of...

Bought Oct 07 LC 94 put for 320 pts today. I like the short side here.

Oct traded at 2 pts premium to Feb and has since narrowed to around 1 pt from 8/11/06. Seems a lot of short october, long feb trades unwound. love to know what the heck went on there.

someone apparently bot 1000 oct versus dec. talk of feedlots keeping animals on feed longer i guess reducing visible supply

OCT looks way expensive versus DEC in my view.

WEEKLY ACCUMULATED Head Count Avg Weight Avg Price Live Steer 77,539 1,311 80.44 Live Heifer 47,376 1,178 80.49 Dressed Steer 45,255 865 127.81 Dressed Heifer 22,378...

any cattle trading hands today?

any views? why feeders so strong?

joe. with the basis so wide, the market is anticipating better packer bids right? choice continues to get smoked, and the idea is we're going to see good demand from grocers going into september that are getting lured by lower px's.

in other words with futures holding their positive tone, it could be inferred that packers up their bids in the cash market to compete for the cattle instead of having it lost to the board. incidentally, when you deliver vs the "board" who are u delivering to??? so from now til first...

joe, wouldn't the basis HAVE to correct to flat to cash on expiry? if we see heavy deliveries against the august contract, how does that actually make prices go lower? it's not like they're selling more futures just delivering against em. so, wide basis is profitable IF it is...

sweet. another dead board.

i'm getting lonely on this board. chatting by mahself

CHOICE SELECT 600-900 600-900 -------------------------------------------------------------------------- Current Cutout Values: 139.14 122.97 Change from prior day: (1.88)...

A prominent speculator, once associated with Refco, was said to have been a heavy October buyer Wednesday morning. who's this ?

any views on today's gap fill?

packer margin allegedly + 6 . would love to be educated on this too