agritalk is great
i like selling vs soymeal here
cocoa h/k looking like will replay Z4/H5
Canola MAY/JUL?
you looking at anything interesting @TraDaToR ?
idk if you trade cattle i like short feeders vs live here for a longer term punt
I figured as much. Seeing from a.m. reports, import arbs between london and US blew out bc of tariff talk.
how many months apart? yield curve steepened a bit today but i doubt that's the driver.
Are you highlighting calendars in the above? Idk if im seeing what you're seeing. I figured not many trade calendars in most of the metals...
I see, both scenarios make sense. Perfect sell-side response "could be lower, could be higher but worth a trade with us" ha
you'd think this would push HRW v W lower no?
I think tnx is a constant maturity interest rate (model an interest rate curve and pick the 10y point every day and that's your level). The ideal...
you really could have just invoiced my acct this year, would have probably saved us both a headache ha
Nice work on U/Z ‘25
what's a skew lock?
also funny i'm just now figuring out like 3 of you guys follow each other around threads just to chirp. happy to be a part of that.
@Slow Learning Elf - incredible tractor knowledge.
from my experience yes but I'm sure different with buyside/sell side and amongst different shops etc. I come from the bond world and I've NEVER...
thought they were short some real wingy stuff, would love to hear the insider story.
depending on how large you size it, you face marked to market risk. options have intrinsic and extrinsic value. that extrinsic can blow you out...
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