Recent Content by jtmalu

  1. Wheat curve

    I use the Dalian data to monitor the worlds biggest soybean importer. George, I am trying to understand the following: " 2) Long...
    Post by: jtmalu, Sep 17, 2012 in forum: Commodity Futures

  2. Wheat curve

    hello, I am guessing that I have received the same technical charting report from CIS called "Price Perceptions". That said, I know some...
    Post by: jtmalu, Sep 17, 2012 in forum: Commodity Futures

  3. Wheat curve

    The problem here is that there is no room for logistical problems in SA / late harvest / etc and any shift of even a small amount of business...
    Post by: jtmalu, Sep 14, 2012 in forum: Commodity Futures

  4. Wheat curve

    I agree, it was a losing trade for me, and I lost 1 tick. In other news, I think we are witnessing funds reducing length in Dec soybean meal. I...
    Post by: jtmalu, Sep 14, 2012 in forum: Commodity Futures

  5. Wheat curve

    I believe the risk/reward potential makes this an opportunity worth considering at least (even though as you say, we will be the last to know if...
    Post by: jtmalu, Sep 13, 2012 in forum: Commodity Futures

  6. Wheat curve

    do you have an opinion on how the possible alphatoxin problem will affect dec-march corn spread? I would think this is bullish for the spread...
    Post by: jtmalu, Sep 12, 2012 in forum: Commodity Futures

  7. Wheat curve

    that is an absolutely insane price target in dec corn! about 30% below trend-line yields puts us around 750 on the low end according to models...
    Post by: jtmalu, Sep 10, 2012 in forum: Commodity Futures

  8. New Things in the STAR - Global Vegetation Health Products.

    spet-dec corn confirms Issac is doing some damage, but i think it is way early to be talking about dryness of Brazilian beans as they aren't even...
    Post by: jtmalu, Aug 30, 2012 in forum: Commodity Futures

  9. New Things in the STAR - Global Vegetation Health Products.

    any idea if the Russian ag ministry will levy an export tax?
    Post by: jtmalu, Aug 30, 2012 in forum: Commodity Futures

  10. Wheat curve

    nice call on the russian non-event, dec wheat should go back to about an 80cent premium to dec corn
    Post by: jtmalu, Aug 8, 2012 in forum: Commodity Futures

  11. Wheat curve

    I agree that it is to early and to illiquid to trade 14. I like your trade in WZ-WN3 and still think it has more room to move, but AUG 8, 2012 is...
    Post by: jtmalu, Aug 7, 2012 in forum: Commodity Futures