Ag trade ideas

[TraDaToR]

What’s the new rule btw? Is it exchange related or something else?

You still in the cocoa arb @TraDaToR ? I’ve been long still since we were last discussing it.

https://www.agra-net.com/agra/inter...fina-takes-robusta-coffee-delivery-563254.htm

Yes. Still long on cocoa. I think I will keep it until fall.

 

[TraDaToR]

Short ZW Jul18/Dec18 @ -33.5. Long -term.

-SRW unaffected by dryness/Winterkill
-Seasonality

Out@ -38.75.

 

[johnyvostek]

Do you trade spreads (calendar, butteflies)?

 

[TraDaToR]

Yes. I guess almost all trades on this thread are spreads or flies.

 

[TraDaToR]

Short HO Aug/Sep @ -0.0011.

Seasonals + high level. I know it is not an ag trade.

Out@ -0.0042

 

[TraDaToR]

Long Hogs Jul/Aug/Oct Fly @ -9.8.

- Aug/Oct overvalued.
-Jul/Aug in a bullish seasonal window.

 

[TraDaToR]

Short ZR N/U/X fly @ 2.08.

- Couldn't find the reason behind N/U trend
- Historically out of norm
- Mexico is first importer of US rice...Trade war...

 

[TraDaToR]

Short Live Cattle Aug/Oct/Dec fly @ 1.925.

- Oct/Dec reverting after historical low.
- Seasonal window

 

[TraDaToR]

Soybeans will open really low on monday with the 25 % chinese tax in effect July 6th. But the Brazilian cash will skyrocket and europeans will buy the US beans on the cheap. Almost the same story as with the threat of tariff in April, but now with lasting effects. Waiting for the list of products affected if someone has it...

 

[TraDaToR]

https://www.bloomberg.com/news/arti...-s-farm-imports-with-tariffs-on-soybeans-corn