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Out@ -0.0042:)

https://www.bloomberg.com/news/articles/2018-06-07/america-s-largest-private-company-reboots-a-153-year-old-strategy “The days of ‘Hey, we’re going to buy your crops, we’re going to store it, we’re going to play the carry’—you know, sell it at a profit—it’s over,” says Cargill Chief Executive...

Yes. I guess almost all trades on this thread are spreads or flies.

Out@ -38.75.:)

https://www.agra-net.com/agra/international-coffee-report/coffee-news/robusta/international---sucafina-takes-robusta-coffee-delivery-563254.htm Yes. Still long on cocoa. I think I will keep it until fall.

Short Robusta coffee Jul/sep/nov butterfly @ 13. - New rule effective july make owning stocks more expensive which is bearish jul/sep. -Seasonality

Short HO Aug/Sep @ -0.0011. Seasonals + high level. I know it is not an ag trade.

Out @ 1.7:(

I did the spread in the december expiry. I am in the green since yesterday so the discount must be much smaller. I can't calculate the exact value now as C, CC and GBPUSD have all different settlement windows.

I am short ZC Mar19 Butterfly @ -0.5 on seasonals. Forgot to post yesterday.

Hopefully you will get less heat than me as it has started to bottom. I am quite sure some big institutional money started to corner it yesterday after the Bloomberg article. Just ask yourself the question: Will it most likely be at -250 GBP or +50 GBP in 6 months? If you think the second option...

Here is the explanation. Cameroonian stocks in London. However, The arbitrage seemed to big to let the opportunity go yesterday. I am close to breakeven this morning. Hopefully it will get back to normal 'til the end of the year. I traded this one with a 6 month target in my mind.

It appears I closed N/U 1 tick from the high( which may be the long term high ). You can't deny talent when you see it:(:mad::vomit:

Finally closed the rest @ 6 as well. These positions in cocoa( N/U, U/H and London/NY ) were way too big in my portfolio.

London cocoa / NY cocoa stabilizing.

Out 2/3 @ 6. I have already made more on N/U than I lost on U/H( positions *3 ) but cocoa is too hectic.

Out @ 123. Ouch.

Out yesterday @ -1.1:)

Nice trades Ryker. What was the cotton trade based on?

Now the discount is close to -120 GBP on dec... That is a once in a decade opportunity...This is violent.