Margins for some contracts has increased 10 fold over the past 5 years and funds are carrying record positions. Increasing margins won't do...
N/Z corn trading between 1.20 and 1.30 for most of the past two weeks with most analysts calling for $8.00 + N corn. However, K wheat actually...
Interesting, but this is an old trick that happens on a regular basis in the grains. It is somewhat unique to the grains because of the timing of...
Looks like it is game back on. Good exports (sale to unknown thught to be China) and fund selling coming to an abrupt end has the N/Z corn being...
I think it depends on the contract. I can't speak specifically to the nat gas but I have seen it in some of the smaller ag contracts over the past...
Re literature on spreads, Can't say I have come across a book worthy of recomendation. If you are looking for something to complement the content...
The COT is very important. It summarizes the open interest by particaipant. I think it provides an advantage to the commercial that maintains a...
Yes, Z11 is probably too high relative to beans but it is being bought against the old crop as spreads fall apart. Just won't go too much lower...
At these prices corn is favored over beans. Heard one estimate today that has next year's corn carryout at 1.8 bil, partly due to increased acres,...
I don't think is really possible to sa what the losses were. What is important is that the short was able to offset the futures position by...
The objective of this thread is to initiate and encourage an ongoing discussion regarding the use of fundamentals for trading grain spreads. I am...
I agree. I didn't trade on the same floor as you, but I think this style of trading is common to most trading floors. Had this one local who...
USDA conference today, obviously giving a bullish scenario. Regards, local
As an extra bonus I will even teach you how to trade spreads. regards, local
OK Bone, get ahold of me and let's make a deal. Regards, local
Separate names with a comma.