Ag trade ideas

Hmm, sounds like I need to add that data feed and start watching some of the less liquid spreads then. That is pretty interesting stuff. I will start paying more attention to the whole curve to better find those opportunities.


I'm stopping out on that paper trade I posted for feeder/live cattle. Roughly a 2.5pt loss.
 
TraDaToR said:
Short Sep/Long Dec Cocoa @ 18. The front of the curve is getting flat plus there is a strong seasonal tendency on this one.
More...

Out @ 3. Sep/Dec is oversold compared to the front and back of the curve and there is a major support between 5 and 0. Looking to reenter later but perhaps in the back of the curve.:)
 
Grains have been pretty green Friday and today. Not sure if it's because we are getting close to planting, or if it just the dollar coming off substantially. Cattle have been rallying pretty good here, that LEJ/M spread has picked up 50 cents or so from Friday. What are you guys watching today?
 
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...
 
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?
 
I have a buddy that works for a physical grain trading operation, I just sent him a text to see if he has any insight. I tried googling a little but was pretty unsuccessful. How significant of a price difference is it? The stats I found said they export about 80% of their wheat
 
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