Great write up and ideas. A wee bear case for corn: Josh Linville on X has mentioned a few times that most NA farmers had their inputs locked in prior to the war. Obviously this will be shown by the report today, but may see more corn acreage planted than imagined. that said, I'm still long via futures, with a stop.
Thanks for the shut-out. I thought we weren't supposed to admit to pesky issues like lack of permissions. So not institutional. I ran into the same the same issue with IBRK. Fast to resolve after a long delay because my LLC name was also out of date.
Great write up and ideas. A wee bear case for corn: Josh Linville on X has mentioned a few times that most NA farmers had their inputs locked in prior to the war. Obviously this will be shown by the report today, but may see more corn acreage planted than imagined. that said, I'm still long via futures, with a stop.
yeah totally fair
Thanks for the shut-out. I thought we weren't supposed to admit to pesky issues like lack of permissions. So not institutional. I ran into the same the same issue with IBRK. Fast to resolve after a long delay because my LLC name was also out of date.
haha, you know me, always ready to note a ‘machine is down’ moment
thank you for sharing the note about $WEAT
Nicely done. I very much appreciate the thought process and trade structuring.
Hey Alex, have you thought about coal as another longs underpricing risks of a longer disruption?
I like coal here yeah, just not sure how to express it tbh
What about going long coal miners (e.g. core natural resources)? think one has the added plus that the coal sector is broadly priced for extinction
Why buy corn calls on CME vs US
Any thoughts on $TILL as a trade proxy?
honestly this is the first I’m hearing of it.