Ag trade ideas

Fundaman said:
With the VSR detriggering the funds that are trading the carry (ie: short dec,long h) have no more reason to stay in that position (Remeber how strong was WZ this week vs the rest). But it is still in place for KC and not even risking of detrigger. The SRW to Egypt clearly was the catalyst for this move.
Indeed, if the Russian export pace slows down the HRW can have a chance. But we need to get first the ARG wheat out of the way and till then a lot of shorts in Chicago wants to move to KC which is a smaller market.

We are heading towards an interesting period...
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This is why I Like not to trade the fronts. I prefer N or even K in wheat, and lookin to the seasonal, N is Great.

Lets see what brings next week.

Greg
 

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greg25 said:
This is why I Like not to trade the fronts. I prefer N or even K in wheat, and lookin to the seasonal, N is Great.

Lets see what brings next week.

Greg
More...

I agree. But N is next crop. Actually it may even work better given their current values and their influence on future acreage...
 
Yes is next crop, maybe this is why has a more strong and better-defined bottom.
It is true K and H are at a lower price. Let's see I will start with N and than with K.

Thanks
 
TraDaToR said:
Long Hogs Z/G/J fly @-4.650.

This downward trend on Z/G goes against seasonals and Afrcan Swine fever.
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When you mention the seasonals, do you compare the actual fly against an average of the same fly 5 and 10 years ago? Something similar to seasonalgo?

Thanks
 
Yes and no, i compare the years, the deviation, the fundamentals, the cash... and more things. Time in the diviation.

Is not just the simple comparation with the last few years.

Greg
 
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