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  1. V

    Ag trade ideas

    mwz-h, mwz-k
  2. V

    Ag trade ideas

    mw spreads rally badly, dont understand the reasons of it
  3. V

    Ag trade ideas

    yep. according to russian national standard it can be stored for a 3 months I think ending stocks data isnt relevant for meal coz if u look at wasde table you will see the same numbers every year (250, 260, 300,300) and s2u is a kinda funny number like 0.5%
  4. V

    Ag trade ideas

    there is no s2u for soybean meal, coz it's nonstorable commodity. "Soymeal can turn rancid, consumers cannot maintain large inventories"
  5. V

    Ag trade ideas

    bought cth-k @ -0.73
  6. V

    Energy Ideas Thread

    sold rbj-k @-0.0141
  7. V

    Ag trade ideas

    going to sell zwh-u (sufficient stocks + warmer weather may support seasonality) and mwz-h if it'll rise more
  8. V

    Energy Ideas Thread

    sold hok-m @ -0.0118
  9. V

    Ag trade ideas

    thank you
  10. V

    Ag trade ideas

    for example: "Grains/Soy a touch higher this morning w/ beans supported by China demand & slow farm selling" where one can find information about farm selling?
  11. V

    Ag trade ideas

    Sold ctz-h @0.20 (half of volume) it looks like the weather gets better and precip. will be small. but outright is still bullish, so i will sell again near 0.35 if something will happened
  12. V

    Ag trade ideas

    https://uaex.zoom.us/webinar/register/7b6b9961f0f187ba7c24e00bf0acd2b8 Cotton Market Outlook Description: The Webinar will focus on the current outlook for key supply, demand, ending stocks, and price outcomes for U.S. cotton. We will also examine outside market influences like speculative...
  13. V

    Ag trade ideas

    i'm waiting for some short rally to sell in CT Z-H
  14. V

    Ag trade ideas

    seasonally spreads are bullish contango decreases (spread tightens)
  15. V

    Ag trade ideas

    thanks, understood
  16. V

    Ag trade ideas

    hah, i misunderstood everything
  17. V

    Ag trade ideas

    i've never dealt with this. would you suggest selling here with placing a stop above high?
  18. V

    Energy Ideas Thread

    sold rb f-g @ -0.177
  19. V

    Ag trade ideas

    speaking bout lean hogs spreads, it looks like z-g is more bullish than g-j
  20. V

    Ag trade ideas

    bought zmz-n @ 3.9 got stopped out in hogs again, lol
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