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Carry in the Market
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Tileman2
Posted 9/21/2017 09:17 (#6261218 - in reply to #6261070)
Subject: RE: Carry in the Market


NW IN
You are correct. Not sure how long it has been, but these are historically very strong spreads. I will do some digging to see if I can find some historical data to see just how long it has been since we've seen these values.

If you can store it and have the HTA, these values should be considered to pick that spread up.

The Z-K spread is a layup to me. The Z-N is enticing, but seems to warrant an analysis of what your basis is in April versus June. That might be where the cherry on top of the sundae comes from.
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