I am taking a one week break.
I will take just a long March MGEX/short KC position with me (with a bit of tail hedge to protect against a further wheat rally). And a bunch of long March/short May calendar spreads in wheat, corn and oats.
I did not hold any December Oats into the Notice period, which of course, I regret. But oats was not the only futures market to see a spike in futures rolling off--there were moves in copper, coffee, gold...very interesting. Once the financial longs have done their rolls, supplies start to look a lot tighter.
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