Ag trade ideas

TraDaToR · Jan 28, 2020

HEJ20 and HEM20? Do you plan a trade on J/M? I am completely neutral on this one.

easymon1 · Jan 28, 2020

TraDaToR said:
Hogs is a no brainer, we just need to go through the inventory first : Long a deffered spread I would say.

Mr TraDaToR
Just takin a look at the piggies, nothing planned.

TraDaToR · Feb 5, 2020

TraDaToR said:
01-08-2020 : Long LE G/J/M fly @-9.125

- Trade deal with Japan and ( China ).
- Low level.
- Seasonals.

02-05-20 :Out @ -8.025. Good trade. Silly retracement.

TraDaToR · Feb 5, 2020

TraDaToR said:
Short Live Cattle Q/V/Z fly @ 1.025.

- V underbought on the curve.
- Too far away to be motivated by todays' fundamentals.
- High historical level.

02-05-20 : Out @ 1.525. OK for a while then crap.

TraDaToR · Feb 10, 2020

02/10/20 : Long 1/1/1 nov/dec20 soy crush @ 4132.5.

- Vicentin debt restructuring.
-Higher next crop soy price should encourange plantings.
-Seasonals.

AKUMATOTENSHI · Feb 10, 2020

Being in apple country right now, with commoditized product for the product, another angle on the whole game is to hedge on the crop insurance bussiness.

Akuma

TommyR · Feb 11, 2020

ag is the fittest period. can i have the lawson and whats his face or do i have to do myself

TraDaToR · Feb 12, 2020

TraDaToR said:
12/04/19 : Long MWH20/ZWH20 @ -11.5.

- Unusual historical discount.
- Large fund short on MW.
-ZW spreads still backwardated but reversing a bit.
-Powerful reversal yesterday.

02/12/20 : Out @ -12. Breakeven. Doesn't pay getting short SRW this year...

TraDaToR · Mar 5, 2020

TraDaToR said:
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.

03-05-20 : Out @ -60.75. Turned a small profit on a KW/ZW spread...For real.

TraDaToR · Mar 9, 2020

TraDaToR said:
07/02/2019 : Long MWK20-2*ZWK20+KWK20 @ -0.25.

- ZW is overvalued against pretty much in the world and the higher protein wheats should prevail in the long run.
- K undervalued on both MW and KW.
- 20 years low for this spread.

03-09-20 : Out @ -61.75. See previous post about being short ZW...