Ag trade ideas

Rachmaninov said:
Its not a platform ;) Its my R code and my database.
More...

it's cool:)

TraDaToR said:
What is your take on ZW/KW now ? Are you still in it Vyki?
More...

got stopped out @ 4.5. Not the best exit, i wanted to exit near 8...10, but not the worst.

I wanna buy near this support. It will be great if there is a fake breakout of it like the last time.

zuiGZTJ.png
 
TraDaToR said:
Out @7250.
More...
nice exit:)
got stopped out @ 4.850. later wanted to reenter near 5.6, but got freaking margin call that day and because of stupid limitations i wasn't able to open new orders that day, so i watched it flying to the moon w/o me

also added @ -14.50 to mgex spread. Wait it near -10
u7u57RS.png


Rachmaninov said:
I just lack the evolution of USDA reports
More...
yep, it kinda strange that they have their "quick stats" database and and can't upload wasde to it
 
Last edited:
TraDaToR said:
Long Aug/ Short Sep16 Soymeal @ 0.5. Long term.
More...
why did u buy it, when seasonally it's down something like 10th of october?
Why don't you buy, e.g. ZMZ-H? It's also near big support, but up seasonality is from the end of september?
 
It is not a seasonal trade. Aug/Sep bull spread has just a good risk reward. Any bull spread on soymeal in a low stocks/use ratio environment like the last few years has a good risk reward long term. The curve has flatten in the last few months, driving Jul/Aug and Aug/Sep to almost 0 which is not an aberration in itself but one of you consider that it is quite steep from october to may. By the way, I have an order on Z/F as well;)

Also Long May/Short Aug white sugar @ -0.3. Long term too.
 
Long Mar17/Jul17 sugar @ -0.20. I suppose it will be a good trade since I only managed to get half my position before it started rallying...
 
Any thoughts on selling the GFV15-GVH16 spread? Have a cattle producer short some feeder and live cattle contracts already. Thought this might be a way to get some additional downside exposure without having too much risk to the upside.
 
i got stopped out in wheat for 1.5 cents.

sold hez-g a few days ago @ -4.1 and now it is at the same levels
upload_2015-9-23_18-35-9.png

gfv-f has a very big margin comparing to it volatility.

Added to canola @469.7
 
Also in the HEG16-HEZ15 spread @ 4.4 (opposite, because ya know, IB). I looked at the GFV/F spread as well and decided to avoid it. Margin + looks all over the place and I'm not certain how much "action" alone holds for it.
 
You must log in or register to reply here.
Back
Top