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  1. TraDaToR

    Ag trade ideas

    Perhaps your exit wasn't the best, but your entry was damn good.;)
  2. TraDaToR

    Ag trade ideas

    Also for December, deliveries of SRW at the exchange > expected whereas HRW deliveries < expected. It supports the theory.
  3. TraDaToR

    Ag trade ideas

    Thanks.May I ask which months you are trading for the cattle crush?
  4. TraDaToR

    Ag trade ideas

    Long KW/ZW jul18 spread @ 4 this morning( you can get a better entry price by now ...:)) - Winter wheat conditions are deteriorating in HRW states like Kansas and Oklahoma for the future 2018 crop. - Stocks to use ratios are both burdensome but more so for SRW; -Good seasonality until expiry
  5. TraDaToR

    Commodity news feed

    Exactly the kind of advice I was looking for. Thanks Just21!
  6. TraDaToR

    Commodity news feed

    Hello, I used to subscribe to DTN ProphetX with the best quality ag news but I realized I don't need everything on a real time basis, just the most important piece of news.To save a bit, I can simply check all commentaries and cash market datas on different websites. The kind of news I am...
  7. TraDaToR

    Ag trade ideas

    Out@ -2.1 for a 1 tick loss. No move despite an other bullish piece of news out of China. No love for soymeal this year.
  8. TraDaToR

    Ag trade ideas

    VSR = Variable storage rate. http://www.cmegroup.com/trading/agricultural/grain-and-oilseed/variable-storage-rate.html DVE = Delivery Value Equivalent By the way, this tweet is interesting. I understand the first part about VSR reversal , but not the rest. If someone has a better understanding...
  9. TraDaToR

    Ag trade ideas

    Went long Oats Mar/May yesterday @ -5 after WASDE. - Production is low. Supply is tight:http://usda.mannlib.cornell.edu/usda/current/SmalGraiSu/SmalGraiSu-09-29-2017.pdf -Spreads are currently in deep contango, as if supply was ample.
  10. TraDaToR

    Ag trade ideas

    Similar to my long K8-N8...
  11. TraDaToR

    Ag trade ideas

    Long ZM Z17/H18 @ -2 based on : https://www.reuters.com/article/us-usa-soybeans-protein/low-protein-u-s-soy-crop-dents-meal-quality-may-lift-feed-costs-idUSKBN1CZ0D6
  12. TraDaToR

    Ag trade ideas

    What is the idea behind this trade?
  13. TraDaToR

    Russian ruble

    Hello, I need some cash CHF. Between CZK,EUR,RUB and AUD, what would you liquidate right now?I am making some nice gains on EUR and CZK lately.
  14. TraDaToR

    Ag trade ideas

    GF is quite hard to trade based on the forward curve. Even in the liquid front months, todays' curve may be completely different from yesterdays'. Plus it is driven/influenced by the cash index in the last month. Your technical models may work better in this volatile environment.
  15. TraDaToR

    Breaking Through: Margie Teller, Part 2

    She is a bit bitter like most ex-pit traders, but what a good interview...:cool:
  16. TraDaToR

    Wheat

    Wheat going down. The sell off started before the release in Minny. Almost shorted a bunch but it would have been a gamble. I would have taken part of it if the initial move was up...
  17. TraDaToR

    Ag trade ideas

    Long SBK18/SBN18 @ -0.18. - New tariffs on ethanol imports in Brazil will make the mills switch to more ethanol than sugar in the near future. - Front of the curve( Oct/Mar ) is at historical average while May/Jul is low. - Mar/May has started to move a bit last month.
  18. TraDaToR

    Wheat

    Minneapolis can go balistic depending on the number coming at 11. The situation is different in high protein wheats.
  19. TraDaToR

    Drowning in grain - How Big Ag sowed seeds of a profit-slashing glut

    I was about to post it. "Some experts believe the expansion of corn yields may soon hit a ceiling. The crop may be nearing the natural limit of its production potential, and crop yields will likely plateau in the next decade, based on how plants convert light to food and their ability to...
  20. TraDaToR

    Macquarie leapfrogs Goldman to join top tier of commodity banks

    They have a nice commission schedule and market access if you are doing enough volume( minimum commissions of 2500 GBP/Month if I am right ).
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