Ag trade ideas

I still prefer the simple spread( historically the risk is greater on the fly ), but there is a reliable long seasonal trend from early september to late january on the fly.:)
 
Short ZM Z18/F19 @ 1.
- Really weird shape when the new crop and large supplies brings the inversion(???).
- Soybeans crop is getting bigger and crush is at all time high.
- Seasonal window.
 
TraDaToR said:
Short MWH19/KWH19 @ 45.75.

- Extremely good crop conditions on HRS compared to HRW.
- Concerning global situation on HRW type wheat.
- Seasonals
More...

Out @ 38.5. It was forming a double bottom so I prefered to get out. Still a positive trade.
 
All I can do is go long/hedged oinks on deep retracements, eventually go up. Long bias since 2016, dump some when hits target, but staying in for long pull or stopped out at breakeven. Maybe not enough people ate ribs over the summer, too much supply in front months?
 
TraDaToR said:
Went Long KW H19/K19 @ -12.

-Near historical full carry( but VSR now )
-Near H18/K18 levels whereas Stocks to use is much smaller this year
-12% + protein will be in shortage at the end of the season
-Contango too deep compared to May/Jul19 intercrop spread
More...

Just got out @ -13.5. Intercrop spreads is getting flat so there is no anomaly on the curve anymore. Shitty trade.
 
You must log in or register to reply here.
Back
Top