@Vyki A short statistical point : correlation shouldnt be done between non stationary series (i.e. prices). If you do so, you will have a lot of...
@Vyki Nice article. But I wonder if index fund should be spotted in the CTFC non commercial spreading open interest because they do spread...
I just enter long DEC/short MAR. Last expiries went deeeply in in backwardation and there is no positive seasonality for contango.
My screen is red Commodities are in macro mode Given the still big position of funds in grains/oilseed, I feel bearish
With the current front months in backwardation, I am afraid of beeing long contango. Maybe I will trade the butterfly -JAN + 2 MAR - MAY Soybean...
@ -10 I get raped by this one. I still dont get why KW should 10 cts/bu cheaper than ZW. DEC16 spread makes sense but nearby expiries are strange,...
I just check on IB data and the selling began at 11 am. So maybe your clock was 1 minute late.
There is a strong downward seasonality between AUG/DEC. Its kind of classic even if it really big this year.
Russian wheat is really ok, it shoud be around 56 MT which is quite good. I think its already too late to get a bad crop. Grains/oleaginous can go...
Use Market Order :)
RJO is damned shit 200 mails sent, 6 months spent and i dont trade yet
(at 20.5)
I think that most of the pasture land is much lower quality land. You get poor yield if you grow corn/soy on pasturland. Sometimes its because of...
Short KW DEC15 - long KW SEP15 at 10.5 on seasonality, high level and lower contango from ZW
I have sometimes bad and good feelings about my trades, however I dont know yet if it's relevant information so I mostly don't use it. Most of my...
Soycomplex is behaving like when US stocks are low (light backwardation). Markets is USDA told us stocks are high... Yeah, their spread are...
I dont have a lot of cash prices so it doesn't help me a lot. It helped me once when I saw that US competitivity was really low compared to EU. I...
The best - http://www.worldagweather.com Canada - http://www5.agr.gc.ca/DW-GS/current-actuelles.jspx?lang=eng&jsEnabled=true Europe/Maris -...
New thread on ag weather data & maps
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