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This one has some flavor... http://www.reuters.com/article/2015/03/31/cftc-fraud-peregrine-idUSL2N0WX2WE20150331

Awesome scalps here:)

Stocks and prospective plantings at 11 CT. Possible big vol day.;)

Koutoulas still wants to put's Corzine's ass in jail. http://www.newsweek.com/stalking-jon-corzine-317733

I have a feeling that there is more volatility risk in a bullish soy/ bearish corn acreage scenario. It would actually be a surprise.

Out @ 29.49. Another loser. It went straight to my stop. As Rachmaninov said, those same product spreads based on correlation shouldn't be done in the last month before expiry. Lesson learned.:(

Apparently( Common explanation around ) we have an oversupply of hogs at a time when exports are struggling because of the strong dollar. One thing is sure I won't try to catch that bottom a second time...LOL

The volume spike is impressive...

U/V @ 35 and Z/F @ 0. Last call for alcohol here...;)

According to the Hightower report, it wouldn't take much crop worries to drive the expected next crop stocks/use ratio from 13% expected to 7%...

I am much better at exiting than entering it seems. What is funny is I work much more on my entries...

I don't know what is happening on white sugar front month, but my "arb" is not as arbish as it looked initially...:eek:

Long Oct/ Short Dec Soymeal @ -0.5 on a curve play. October is intercrop, sometimes at discount, sometimes at premium to dec but this year, the old crop inversion is steep and even Mar-May 16 are lower than Dec15...

Interesting Hightower report ahead of prospective plantings: http://www.cmegroup.com/education/featured-reports/hightower-report-trading-march-31-prospective-plantings-report.html?mkt_tok=3RkMMJWWfF9wsRogvKrNZKXonjHpfsX57u8qXaO%2BlMI%2F0ER3fOvrPUfGjI4ATctmNq%2BTFAwTG5toziV8R7PEJc1oytQQUhLh But...

No. I think Tom is right. At first I came up with his hedge and thought perhaps the same as you:"Wait, I am going long some $ denominated wheat AND long the USD???"but yes, independently from the spread, if the EUR goes down and wheat keep same value, then the wheat is worth more EUR, so you are...

May NSW wheat would be at 6.47 $ / Bushel if I configured my chart well. Paris milling 5.82$/B.

I guess it's the contrary. New South Wales( milling ) Wheat has a bit of volume but Western Australian no.

I have just created a comparative chart of all traded wheats in the world( same currency, same quantity ) and it seems australian wheat( NSW on Sydney futures exchange ) is quite expensive compared to the rest... Does it make sense? Do you know the reason?

Hello, I have never traded spread between assets denominated in different currencies? Let's say you want to go long the equivalent of 200 K$ of Kansas City wheat against 183 K Euros of milling wheat( equivalent amounts )... How do you neutralize the currency exposure? Are you doing it in cash...

That correction on LE J/M was too nasty to stay in...LOL The dollar correction and the lack of moisture for HRW seems the only relevant factors in this little bullishness. All the rest in recent artciles seems like "after-the-fact" explanation...