There is an oversupply of hogs And of lot of the frozen stuff
It dépends on your size... Below 100m$ it should be ok for you :)
Hello everyone, I am back to this forum (I used to post on the ags parts). I am starting to do some small energy trades. I plan to short NG J/K...
Hello everyone, Long time no see :) China-US agreement will start soon. Probably will be enforced due to the Trump (re)-election is coming. How...
But "The one" wanted to buy Greenland..
You can check in the https://apps.fas.usda.gov/psdonline/app/index.html#/app/home I think Japan is already buying most of its corn from the US...
Nice, I have never tried to use these datas. I would like to test if high spread OI increase or decrease the quality of my trades. HRW term...
=> HRW Fob was above SRW Fob on my last check. I think most of the spread is explained by the very high spread between KW & HRW Fob. I have no...
Anyone know why FC K9 is going up much faster than others FC ? Meats markets are really in crazy mode because of the flooding & because of ASF &...
- Contango is damn high on ethanol and us stocks are very high Overall, I think it's a good trade
+ Raw sugar is up +36 % in the last month (Brazilian will produce sugar instead of ethanol)
Or you give directly your stops price and volumes :) ? You need to be very big to make it worth for us, are you ?
When wheat price are high, the mean reversion is done through the inter-harvest period (May to July). Being short May, Long Jul is highly...
Trading ags spreads ?
@ErnstAugust You from Paris ? New on this forum ?
I think the corn market is ready to go up: - Stuff going on wheat - Low stocks on use - Low price/no much risk priced in - Funds shorts And on my...
Oil was Ags :)
When I look on my last trades, I have very often the bottom or the top of the market. Problem is that it's 50 % a sell the bottom & 50 % buy the...
Very nice article. I now understand why I loose so much $ in these cocoa markets. Where do you find good news on cocoa markets ? (or coffee...
China tariff are bullish soycruh because meal & oil are exported mostly outside of China But soybean.. And yes it's also good for soymeal demand
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