Ag trade ideas

10/03/19 : Out @ 0.1.

 

This butterfly has a solid track record for the last 20 odd years. It's not going to set the portfolio on fire, but is a nice slow moving trade. I will remember to take this one next year.

 

10/102019 : Out @ 2.5. F**. The USDA is wrong when it is not on my side.

 

Alos shorted H/K @ -6 after the report and it proceeded not to move.

 

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.

 

10/22/2019 : Out @ -3.725. Huge export sales + cash and futures closer.

 

Do you have a chart to share for this spread? Would be interesting to see

 

As you see, I exited before due date

 

The image doesn't work it seems ;(