Ag trade ideas

This is why I Like not to trade the fronts. I prefer N or even K in wheat, and lookin to the seasonal, N is Great.

Lets see what brings next week.

Greg

 

I agree. But N is next crop. Actually it may even work better given their current values and their influence on future acreage...

 

Yes is next crop, maybe this is why has a more strong and better-defined bottom.
It is true K and H are at a lower price. Let's see I will start with N and than with K.

Thanks

 

Out @ -0.20

 

Long Hogs Z/G/J fly @-4.650.

This downward trend on Z/G goes against seasonals and Afrcan Swine fever.

 

When you mention the seasonals, do you compare the actual fly against an average of the same fly 5 and 10 years ago? Something similar to seasonalgo?

Thanks

 

Yes and no, i compare the years, the deviation, the fundamentals, the cash... and more things. Time in the diviation.

Is not just the simple comparation with the last few years.

Greg

 

5-10-30 years seasonals on seasonalgo. Most of the time I don't backtest, just check the general seasonal trend.

 

Yes, I like to look at the shape of the market.

 

Thanks