May 19, 2023 | 06:40
2
Do not do what i do....
I'm increasing wheat sales today if steady. Much more downside risk than up. Seasonals over i think...
Hopefully moving to 40-50% sold physical with a very few earlier put spreads left in place. Covering production risk later maybe with a few call spreads but feel safe at 40%. Obviously different timing.
Canola nothing done past the 20% months ago.
How's your CPAP machine working out?
May 19, 2023 | 07:59
5
I think politics and managed money are trumping technicals these days. I note almost all commodities were down yesterday and fortunately nearly all up this morning. As always, have a plan, set some targets, and hopefully you can make a profit in these turbulent times. I've gone from way, way too much inventory down to just too much inventory.
May 19, 2023 | 11:18
7
Commodity fallout is becoming broad-based as deflation digs in . . . .
Central bankers totally out-of-touch with market reality. Gold prices now in-a-slide as inflation fades. Rate cuts ahead, when policy panic finally sinks in (possibly this summer). Gong-show ahead (IMO).
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Originally Posted by Landdownunder
