Ag trade ideas

Discussion in 'Commodity Futures' started by TraDaToR, Aug 24, 2014.

  1. TraDaToR

    TraDaToR

    Actually it is quite easy to find "good trades" in back months with little liquidity. Sometimes the quotes have been stale for a few days and don't show where the market really is. Sometimes it is actually possible to enter a few contracts but you have to keep the position until maturity and suffer the illiquid settlements on your account( beware of forced liquidation with IB for example )...
     
    #2201     Nov 18, 2019
  2. TraDaToR

    TraDaToR

    Short Live Cattle Q/V/Z fly @ 1.025.

    - V underbought on the curve.
    - Too far away to be motivated by todays' fundamentals.
    - High historical level.
     
    #2202     Nov 21, 2019
  3. TraDaToR

    TraDaToR

    12/04/19 : Long MWH20/ZWH20 @ -11.5.

    - Unusual historical discount.
    - Large fund short on MW.
    -ZW spreads still backwardated but reversing a bit.
    -Powerful reversal yesterday.
     
    #2203     Dec 4, 2019
    ffs1001 likes this.
  4. TraDaToR

    TraDaToR

  5. TraDaToR

    TraDaToR

    12-06-19 : Short Lumber H/K @ 2.9.

    - High historical level.
    - F/H dropping.
    -Seasonals.
     
    #2205     Dec 6, 2019
  6. TraDaToR

    TraDaToR

    12-09-2019 : Long Robusta coffee F/H @ -9.

    - Short squeezes can be really violent on Robusta.
    - Funds are short.
    - Something was brewing on friday with volume.
     
    #2206     Dec 9, 2019
  7. TraDaToR

    TraDaToR

  8. TraDaToR

    TraDaToR

    KW/ZW : Fool me once, shame on you. Fool me twice...:(
     
    #2208     Dec 9, 2019
  9. MacR

    MacR

    TraDa
    What do you think about cotton? You been following it?
     
    #2209     Dec 9, 2019
  10. TraDaToR

    TraDaToR

    I am still long CT H/K/N fly. The contango is too steep on 19/20 expiries compared to 20/21. I don't know for flat prices. Conditions were quite bad this year, and export sales are quite good lately, even without China. Actually, I haven't checked Cotton's fundamentals in a while...
     
    #2210     Dec 10, 2019