The rimland handles energy. It does not handle what energy feeds.
a masterpiece of wide + deep knowledge, with great logic and projection. thank you!!
Much appreciate the analysis and insight down to trading. Have yet to comprehend the Dec corn calls and payoffs. If these are the Nov 20 calls on Dec’26 Futures, their breakeven shows up only after > $520 . What am I getting wrong?
New subscriber here. I Really appreciate the analysis on the options prices. The wheat breakdown was especially interesting.
Amazing analysis, thank you! Are you still in the Sep 2026 SONIAs, or in the Mar 2027 (as they are the ones expressly mentioned in the article)?
March, by the time I got the reading permissions the other week that was where I ended up
a masterpiece of wide + deep knowledge, with great logic and projection. thank you!!
Much appreciate the analysis and insight down to trading. Have yet to comprehend the Dec corn calls and payoffs. If these are the Nov 20 calls on Dec’26 Futures, their breakeven shows up only after > $520 . What am I getting wrong?
New subscriber here. I Really appreciate the analysis on the options prices. The wheat breakdown was especially interesting.
Amazing analysis, thank you! Are you still in the Sep 2026 SONIAs, or in the Mar 2027 (as they are the ones expressly mentioned in the article)?
March, by the time I got the reading permissions the other week that was where I ended up