Ag trade ideas

Greenie said:
Think that's a good short. Wheat is still weakest in the grains complex. Any thoughts on KW-W spread here, looking for spread to go pos again....KW lost a lot of acreage in the report
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Welcome back Greenie.

ZW N/Z : It's just that I had left an order and failed to update it after the reports. The trade is sound , but the entry was suboptimal.

KW/ZW H : I am tempted. I had a buy stop order @ 0.25 last week because of the seasonal window we were supposed to have this week. Your acres argument is really valid...
 
I still have a hard time buying Mar when acreage concerns Jul. But Mar is the best bet in terms of relative value to HRW and HRS...
 
Yes, I was wondering on buying some spread on july
However, SRW exports are ok while KW exports leve are on a record low on all my historic !
KW exports are also getting smaller and smaller..
 
The 0 level is so defended on March that if it goes a bit higher, it can explodes to the upside no matter what the Fundamentals are...
 
TraDaToR said:
The 0 level is so defended on March that if it goes a bit higher, it can explodes to the upside no matter what the Fundamentals are...
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In KW-ZW ?

Thinking of buying CL DEC20 at 46 $/b
AND OTM SEP16 call

When this market will stop ?
The crisis looks less strong than 2008-09. No massive unemployement, no bank bankrupty, stocks index still on high level.
 
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