The recent flow of threads in the ag forum makes me believe there is some interest in fundamentals/curve/interproduct analysis of ag markets. I would like to create a thread where we can discuss some specific opportunities...You think the March 2015 crush margin is too rich? Post it here. Soyoil Mar/May > Full Carry?milk prices doesn't reflect cattle market problems and you find it odd?please post. Any trade idea is welcome.
Here's a couple trades I am currently working. SMZ/BOZ looks like it could run some more, but the squeeze action in the Sep SM contract has me wondering when the selling will start in the Dec?
Another trade is KWZ/SX. Pretty volatile as well, fundamentals should keep this one working, but for how long?