Ag trade ideas

Cotton curve gone wacko again. It's like outrights move in the front months drive the front of the curve "as is" and less liquid expiries in the back get the actual move in calendars...Dec15/Mar16 is a major sell at 40 if it opens back there...

Here it is. Almost feels like pure arb. But the problem is that another bull move like yesterday( supposedly strong export sales...? )would result in the same retarded pricing.
 
Your saying sell December and buy March? I don't have live data for cotton in IB, but just pulled up Barchart and saw March was down .39 compared to .09 in December. The times on the quotes usually don't line up on illiquid stuff though so probably not accurate
 
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Here it is...On cotton, when you see something retarded, wait a little bit until you think you are in fact the retarded one and, at this exact moment, trade...LOL
 
That is disappointing, I forgot to add that data feed, so I didn't try doing anything with it either. Definitely seemed like a good potential opportunity.

Do you think it is just where the further out months aren't as liquid, it causes those divergences?
 
That is disappointing, I forgot to add that data feed, so I didn't try doing anything with it either. Definitely seemed like a good potential opportunity.

Do you think it is just where the further out months aren't as liquid, it causes those divergences?

Definitely. There is no reason for Dec/Mar to rise on higher export sales IMO.
 
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