Ag trade ideas

TraDaToR · Sep 5, 2018

Long HE V/Z @ -3.3 during the settlement period.

- Historically low.
- Engulfing daily candlestick pattern
- Seasonals

ErnstAugust · Sep 5, 2018

Long HE LHN19/LHM19 @ -0.10

TraDaToR · Sep 5, 2018

Short Jun/ Long Jul?

ErnstAugust · Sep 5, 2018

Sorry, I wasn't specific enough, Short Jun19/Long Jul 19

TheMilkMan · Sep 6, 2018

I'll just post here whenever I'm in pain in a trade and you guys can come catch my stops.

Rachmaninov · Sep 7, 2018

TheMilkMan said:
I'll just post here whenever I'm in pain in a trade and you guys can come catch my stops.

Or you give directly your stops price and volumes

?

You need to be very big to make it worth for us, are you ?

TraDaToR · Sep 10, 2018

TraDaToR said:
Short ZS Nov/Jan @ -13.

- Nov/Jan overvalued compared to Sep/Nov and Jan/Mar on a deseasonalized curve.
- Bearish fundamentals. I guess I don't need to develop.
- Reliable seasonal window

I closed this trade today with a 2 ticks profit @ -13.5. Fundaman had calculated we were close to full carry and sent me a friendly warning.

Not enough potential/ too much risk to stay in.

ErnstAugust · Sep 11, 2018

TraDaToR said:
I closed this trade today with a 2 ticks profit @ -13.5. Fundaman had calculated we were close to full carry and sent me a friendly warning. Not enough potential/ too much risk to stay in.

Dont' know if it's worth to keep the trade on, but what makes you feel there's to much risk to stay in ?

TraDaToR · Sep 12, 2018

The max carry assuming libor + 2 basis points would be around 16. Assuming LIBOR rate we are touching it.

ErnstAugust · Sep 12, 2018

Thank you TraDaTor for the details. I'm a very beginner, so sorry if the question sounds quite dumb, but if the full carry is hit does it make the spread useless / risky ?