Search results

  1. TraDaToR

    Ag trade ideas

    Long CC N/U @ -24. - N/U is close to the low range of historical datas while the rest of the curve is bullish - K has a super bullish delivery period
  2. TraDaToR

    Ag trade ideas

    Out @ -1.04. Gosh...That was a crappy trade. One day I will have to calculate what is my P§L by product on those spread trades. One thing is sure, sugar is not on the top of the list, softs in general are not.
  3. TraDaToR

    Ag trade ideas

    Long GBP futures, not a perfect hedge. 5 K$ or so of difference in notional. I know nothing about currency futures , but a friend told me the difference spot vs futures relates to the relative interest rates, hence the hedge is the same in the end( apart from the fact that it is not the perfect...
  4. TraDaToR

    Ag trade ideas

    I just went long the London cocoa/ NY cocoa Dec18 spread @ -86 GBP based on historical extremes.
  5. TraDaToR

    Ag trade ideas

    Well. I guess Sep can considered the new crop even if ( I think ) oats is sometimes harvested as early as June. It is traditionally the expiry with the harvest discount. That's why I chose this spread. But yes, it took me 3 days to get the desired position.
  6. TraDaToR

    Ag trade ideas

    I have accumulated ZO N/U @ -7.5. -The stocks to use ratio is record low this year but contango is rich. -If acreage increase, new crop September will drop.
  7. TraDaToR

    volatility arbitrage

    Why did IBKR chose to handle it through their lawyers? Were you co-defendants in the same complaint or something like that?
  8. TraDaToR

    Ag trade ideas

    You have balls. I try to never trade the last month before FND on a swing trade.
  9. TraDaToR

    Disappearing tankers

    https://www.haaretz.com/israel-news/the-disappearing-tankers-that-carry-kurdish-oil-to-israel-1.5980420
  10. TraDaToR

    Anyone in Panama?

    Not a resident, but have been there a few times. Panama City is OK, Colon is one of the worst place I ever visited. Loved sailing in the San Blas. Is it good to be there as a trader? What is the treatment tax wise?
  11. TraDaToR

    Ag trade ideas

    Someone has an explanation for fats limit up yesterday? I understand you don't have to trust the tariff rhetoric but is that a reason to go limit up?
  12. TraDaToR

    List of China Tariffs

    Talking wheat, only durum would be affected?
  13. TraDaToR

    Ag trade ideas

    Long ZM Q/U @ 3.2 this morning. -Seasonality -China may import more soymeal if they finally put their 20 % tariff on soy.
  14. TraDaToR

    Ag trade ideas

    Yes. LOL. Sorry. :p Short CTH19-CTK19 @ -0.08. - Acreage increase. -Seasonality.
  15. TraDaToR

    Ag trade ideas

    "Data fees will increase from 110$ to 500$ per exchange coming January 2019. Non-professional data fees will be discontinued". CME Group.:(
  16. TraDaToR

    Ag trade ideas

    Nice day for me scalping the prospective plantings. Bullish for ZC and ZS, bearish for MW and CT. Missed out on the ZO long. My MW N/U is still OK @ -7 if you want;)
  17. TraDaToR

    Ag trade ideas

    Out ZL @ 31.41. That was my last outright in the book and a loser of course.
  18. TraDaToR

    Ag trade ideas

    I am a recovering outrighter. Thank you for the temptation.:mad:
  19. TraDaToR

    Ag trade ideas

    Out @ 25.75 the other half. Average out @ 30. Entered @ 4. Wasn't the worst trade but should have liquidated the last half earlier.
  20. TraDaToR

    Ag trade ideas

    What do you think about KW/W, guys? I am still holding half my position. There will be precipitations tomorrow in KS/OK but at the same time, the spread level isn't really high hystorically for a drought stressed crop.
Back
Top