EXITING OUR GRAIN RELATED PAIRS BASKET OF $JJG, $GIS, $K , $PPC, $TSN, $BUD AND $TAP BEFORE THE CLOSE


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ADDING TO OUR SHORT POSITION ON GENERAL MILLS $GIS

Adding to our short position  on General Mills around $37.10. Earnings today were good and the company did a commendable job of   managing its raw material cost. However, our short thesis is based on ...
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LONG AND SHORT OF THE RUSSIAN HEAT WAVE

Heat waves are common in the fertile wheat belt stretching from Siberia to the  Black Sea. As such the wheat market pays attention to the droughts in Russian wheat belt.   Droughts develop ...
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