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custar ohio | There is a lot going on behind the scenes in SRW. The funds have cut their short by 60,000 contracts from December 15th to last week. This was done very quietly.
I think FND will be interesting. Somebody could get squeezed.
Against my better judgement I rolled a basis contract today into the inverse just to see this thing play out. A month ago, there was no way I would have done that.
Wheat has a way of leading the grains out of the abyss. One big sale to the Chinaman and this thing could get interesting for SRW. Russia by far the biggest obstacle.
Edit: The funds were hanging around to collect VSR and collect the carry. Now that is all gone and what are they going to do now?
Edited by gofurit 2/13/2024 20:14
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Wheat spreads
