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  1. TraDaToR

    Ag trade ideas

    Got stopped today @ 1.471. Trump's approval to RIN price caps ruined this good trade. Still a winner though.
  2. TraDaToR

    Ag trade ideas

    02:51:46 and 02:51:58. Daily high at the moment.
  3. TraDaToR

    Ag trade ideas

    My target should be around 34. I thought about cocoa as well but there was some little things I didn't like, namely the fact that NY cocoa is already expensive compared to London and the specs position.
  4. TraDaToR

    Ag trade ideas

    Out ZCK18 @ 388.;)
  5. TraDaToR

    Ag trade ideas

    Long ZLK18@ 32.42. -Ridiculously low oil share. -Funds net short. -Soy complex bullishness can't leave oil behind.
  6. TraDaToR

    Ag trade ideas

    Apparently, I just got stopped out 1 day too early "Ystdy's sugar11 dlvy where Alvean, a large producer (Cargill+Copersucar), TOOK delivery of 7,945 contracts is understood to be an indication of large diversion of sugarcane to ethanol in Brazil+turning to the exchange for supply to meet...
  7. TraDaToR

    Ag trade ideas

    Still holding my KWN18/ZWN18 until the crop breaks dormancy. Also long some MW N18/U18 but it hasn't really moved yet. But I am ( obviously ) missing the outright action.
  8. TraDaToR

    Ag trade ideas

    Has anybody kept track of Dave Hightower calls? It seems like he is Gartman 2.0. I haven't followed a lot of his calls but each time it was terrible. Today he wants to buy soymeal puts...
  9. TraDaToR

    Ag trade ideas

    And this a loss again. Out@ 13.05. Crappy outright trading lately for sure.
  10. TraDaToR

    Ag trade ideas

    HRW crop conditions deteriorating again in Kansas...
  11. TraDaToR

    Ag trade ideas

    Out the rest @ -4.75. It didn't go parabolic but it was still a good trade.
  12. TraDaToR

    Ag trade ideas

    Out @ 110.75. Happy about this long term trade.:) Initially had a closer target but decided to hold until expiry when the cold snap/dryness came.
  13. TraDaToR

    Ag trade ideas

    Actually, since we are talking commodities, at any given time there is more upside price risk than downside. The volatility/velocity increases when prices go up contrary to equities. Here calls are quite always pricier than puts. But to come back to your coffee trade, I don't know if that...
  14. TraDaToR

    Ag trade ideas

    Interesting question. If there is a tangible price floor when it comes to calendar spreads( Carrying charges = storage + insurance + financing in non-VSR commodities ), it is hard to calculate an absolute price floor for a given commodity. The ultimate one is when nobody is able to produce in...
  15. TraDaToR

    Cool documentary on the merc and cbot from 1987

    It's the first time I see it. No idea if it has been posted before. Feat. Tony Saliba and Jack Sandner. Even the commercials are nice...
  16. TraDaToR

    Ag trade ideas

    You see that April 2014 spike? This was my worst 1 day loss ever. I wasn't trading ethanol actively at the time, but with all the action, I started to scalp it at the end of March. At beginning of April, I was trading bigger size when all my bids were taken simultaneously. The market immediately...
  17. TraDaToR

    Ag trade ideas

    I was typically looking for a 1 week to 1 month move. Not just the reaction to the initial report. For outrights, I don't scale in and out but for spreads, I do scale out when I feel the potential of the market to go parabolic. By the way, yesterday's EIA ethanol numbers were fun to watch. At...
  18. TraDaToR

    Ag trade ideas

    Out @ 120.35. Outrights are always hard to trade...:(
  19. TraDaToR

    Ag trade ideas

    Went long MWN18/MWU18 @ -8 at the Close. -The spread is priced as if 2018 HRS crop was even tighter than 2017 when even acreage is still completely unknown. -Seasonality. -Funds are now short.
  20. TraDaToR

    Ag trade ideas

    Long Apr Ethanol @ 1.458 after major stocks draw/ production fall. I missed the initial reaction to the EIA numbers( was scalping other stuff ), but wanted to be long ethanol for quite some time. The news in general are quite bullish ( China mega ethanol plan will need imports, Brazil imports...
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