Ag trade ideas

Long some more @ 11. They are back. Still an asymetric bet if you enter now IMO.

Hmm. I think the asymmetry has gone my friend. JMO. Ive been wrong before!

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I do like the anti-seasonal play though.
 
sold cotton h-k, canola x-f
bought heating oil x-f, corn u-h, soymeal -h+2*k-n
all because of seasonality and TA
also bought once again @-3.25 kcbt-cbot december wheat, liked the volume today, stop is near -5.25
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Kinda interesting situation @ feeder cattle v-x
today there was a little fake breakout (also volume is not big there, i know one service that recommended to buy at breakout @ 2.275, perfect :D)
bearish seasonality starts this week, also we are near historical highs at this time of year.

Margin is 1485 and is kinda big for this volatility, it sucks
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Robusta is perhaps teaching me a lesson right now:(. My added position @ 11 was kind of "revenge trading" for having closed half the day before. You live you learn...
 
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