Ag trade ideas

TraDaToR · Oct 3, 2019

TraDaToR said:
05-14-19 : Long SB K/N/V20 @ 0.07.

- Kink on the curve.
- Low level.
-Seasonals.

10/03/19 : Out @ 0.1.

ffs1001 · Oct 3, 2019

This butterfly has a solid track record for the last 20 odd years. It's not going to set the portfolio on fire, but is a nice slow moving trade. I will remember to take this one next year.

TraDaToR · Oct 10, 2019

TraDaToR said:
LOL... Retook some @ 0.75...

10/102019 : Out @ 2.5. F**. The USDA is wrong when it is not on my side.

TraDaToR · Oct 10, 2019

Alos shorted H/K @ -6 after the report and it proceeded not to move.

TraDaToR · Oct 15, 2019

10-15-2019 : Long KW/ZW July 20 @ -67.5.

-KW is so oversold against any other kind of wheat , it is now finding ways into fedding rations and even ZW delivery.
- Those are new crop contracts differential trading just slightly over current crop differential whereas new crop should replenish ZW stocks.
-I love pain.

easymon1 · Oct 17, 2019

TraDaToR · Oct 22, 2019

TraDaToR said:
09/24/2019 : Short HE Z/G/J fly @ -0.6.

- Chinese delegation cancelled, Huge killing numbers in prevision of ASF demand.
- V/Z and index in a black hole.
-Seasonality.

10/22/2019 : Out @ -3.725. Huge export sales + cash and futures closer.

dsch11 · Oct 22, 2019

TraDaToR said:
10/22/2019 : Out @ -3.725. Huge export sales + cash and futures closer.

Do you have a chart to share for this spread? Would be interesting to see

TraDaToR · Oct 23, 2019

HEZ19-2xHEG20+HEJ20_builder_77186_1_1169.png

As you see, I exited before due date

dsch11 · Oct 23, 2019

TraDaToR said:
As you see, I exited before due date

The image doesn't work it seems ;(