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2019 Soybeans, Sales Now?
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Rod@night
Posted 1/31/2019 09:51 (#7287203 - in reply to #7287142)
Subject: RE: 2019 Soybeans, Sales Now?


Yes.....New crop bean spreads are trading with a couple cents carry or basically flat. Given that, the front month is the right place for shorts

Keeping in mind that the Board reflects the supply while the basis reflects the demand.

The "board carry" will be a significant component of the demand. As harvest approaches, Board should fail on the front end allowing only those who have sold the carry to earn it.

For those selling NC today, be short the Nov or Jan. Adding: And then roll as board spreads trade 6 or better cents per month reacting to big nov deliveries
For those who sell after it's in the bin, sell as much carry as you can afford as long as it's after Nov futures are off the board.

Edited by Rod@night 1/31/2019 09:54
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