I don't find anything tempting both on the calendar spreads and robusta/arabica spread.
Ok. Thanks. It may be worth to take a look at the options market. Don't know how high IV can be for that underlying.
I don't find anything tempting both on the calendar spreads and robusta/arabica spread.
Ok. Thanks. It may be worth to take a look at the options market. Don't know how high IV can be for that underlying.
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.
Out @ -11.75. Usual outcome for a usual trade.Short ZC Z18/H19 @ -7.25. Long term.
- Seasonality
-Z/H overvalued compared to U/Z

Out 1/4 again @ 10.525. I think this will be my best trade of the year. I took a good chunk of that bull move.Out half @ 2.850. Nice trade so far.
Out 1/4 again @ 10.525. I think this will be my best trade of the year. I took a good chunk of that bull move.