| Joe R - 2/20/2024 21:12
Naked short wheat would be a very high profit position to be in the last 18 months. If true, their numbers should look very very good. Not sure what your post is insinuating
unless your suppliers default.. then “whoopsie.”
https://www.nasdaq.com/articles/brazil-farmer-bankruptcy-filings-worry-global-grain-traders.
it’s not clear what the original poster is saying.. Who sold wheat to China?
The Andersons?
If so why are they Short?
who is going to procure the wheat to deliver to Cofco?
.. from whom?
how does this affect the short position by the funds?
”tinder box.. meet match.”
Edited by JonSCKs 2/21/2024 06:06
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