Exit April-Oct as it surges
The Swine Times
The Swine Times 3/18 – Cattle Recommendation
Its been a good day so far for bull spreads. We are going to venture into cattle
The Swine Times Trade Rec 3/11
This virus situation is such a weird dynamic, we don’t really know how to gauge how it will affect price.
The Swine Times 3/9 – 3/13
Hog markets should be steady to start the week from a cash perspective. A bloodbath in the Sunday equity and energy trade could complicate
The Swine Times 3/2 – 3/6
Chinese PMI contraction weighs on macro market traders while hog prices firm globally due to supply shortages
The Swine Times 2/27
We are seeing a bounce in crude this morning, we think this is a good spot to cover and buy June. At some point we will get net long but for today we will just cover our net short.
The Swine Times 2/25
Sell 2 April buy 1 August. Markets are up this morning in April. We think this is just a dead cat bounce and we probably need to take some risk off the front of the curve.
The Swine Times 2/17 – 2/21
Hog futures markets have some signs of turning around, although the product market is likely still a few weeks from a bottom
The Swine Times Trade Rec 2/12
Roll Feb to April. We are running out of time on the Feb-Aug spreads. We need to roll the G into the J
The Swine Times 2/10-2/14
Hogs remain torn between massive slaughters and virus fears against 20% monthly growth in exports. Seasonally, summer hogs look to bottom