NexusFi: Find Your Edge


Home Menu

 



Showing results 1 to 13 of 13
Search: Posts Made By: Hiraphor
Forum: Commodities March 15th, 2022, 12:31 PM
Replies: 115
Views: 37,191
Posted By Hiraphor
Does anyone have any idea of what happened in...

Does anyone have any idea of what happened in 2018 causing the May hog spread to expire at ~11? The butterfly seems not to have too much downside but still don't want to get burnt in these conditions...
Forum: Commodities March 14th, 2022, 12:25 PM
Replies: 115
Views: 37,191
Posted By Hiraphor
At least it's cash settled. Otherwise you'd be...

At least it's cash settled. Otherwise you'd be eating pork for breakfast lunch and dinner for a good few years :p
Forum: Commodities March 14th, 2022, 11:52 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
myrrdin: I did some more looking around and I...

myrrdin: I did some more looking around and I think you're right about liquidity. Earlier intraday the entire hog curve was red with June being the only green one - indicates speculator money piling...
Forum: Commodities March 14th, 2022, 11:41 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
Here's the graph which I forgot to attach (the...

Here's the graph which I forgot to attach (the line is the current intraday price at the time of this post)! Will scale in a bit of long may short june long jul.


Screenshot 2022-03-14 at...
Forum: Commodities March 14th, 2022, 11:23 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
Seems a bit off to me that May-June spread is...

Seems a bit off to me that May-June spread is 9.3, and June-July spread is -0.8.. Why is June at a premium to both May and July? Anyone got an idea?
Forum: Commodities September 23rd, 2021, 08:15 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
Why outright longs, if I might ask? I like the...

Why outright longs, if I might ask? I like the seasonal downtrend on LHM-LHG, nice find there.
Forum: Commodities September 23rd, 2021, 08:04 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
Been a while fellas! Anything new for you?

Been a while fellas! Anything new for you?
Forum: Commodities June 29th, 2021, 05:18 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
Hmm - exports to China in 2020 was only 14% of US...

Hmm - exports to China in 2020 was only 14% of US pork consumption. I think it's more correlation with grains driving the rally - however, don't think this is warranted. We seem to be on track for ok...
Forum: Commodities June 18th, 2021, 09:42 AM
Replies: 115
Views: 37,191
Posted By Hiraphor
Perhaps, I'm not sure what hog supply looks...

Perhaps, I'm not sure what hog supply looks like.. make sure you've looked at the supply picture properly before shorting such a prompt contract flat price!
Forum: Commodities June 17th, 2021, 06:12 PM
Replies: 115
Views: 37,191
Posted By Hiraphor
Big ETF sell off, plus China seems a little...

Big ETF sell off, plus China seems a little oversupplied so that doesn't help exports. Have been macro moves across the board today. Not sure there's been a fundamental change, so much is macro...
Forum: Commodities May 24th, 2021, 02:12 PM
Replies: 115
Views: 37,191
Posted By Hiraphor
Interesting! Mind if I ask why the KCN (coffee...

Interesting! Mind if I ask why the KCN (coffee July?) futures? I'm looking at September cocoa myself :)
Forum: Commodities May 24th, 2021, 01:43 PM
Replies: 115
Views: 37,191
Posted By Hiraphor
Just want to add a note again fundamentally -...

Just want to add a note again fundamentally - inventories of lean hog are low at the moment but I do feel like we are seeing the top, more or less. The spread between live cattle (which has high...
Forum: Commodities May 24th, 2021, 01:24 PM
Replies: 115
Views: 37,191
Posted By Hiraphor
As in October 21 - Feb 22? Or Feb 22 - Oct 22?

As in October 21 - Feb 22? Or Feb 22 - Oct 22?
Showing results 1 to 13 of 13

What unexpected challenges have you encountered while trading on a "Funded Trader" platform?

 


 
 


© 2024 NexusFi™, s.a., All Rights Reserved.
Av Ricardo J. Alfaro, Century Tower, Panama City, Panama, Ph: +507 833-9432 (Panama and Intl), +1 888-312-3001 (USA and Canada)
All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
About Us - Contact Us - Site Rules, Acceptable Use, and Terms and Conditions - Privacy Policy - Downloads - Top