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help on spreads, Tara or anybody
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Tara Farms
Posted 9/18/2010 12:54 (#1364395 - in reply to #1364292)
Subject: Jreiser that is a function of price


Red River Valley
At some price I will be totally sold my APH in 2011 or at some time I will be totally sold. The price is just below the old high's maybe .50 if it hits early enough, the time is by July 4th 2011 I will sell some ahead of the Sept. 1/4 stocks report for sure. Than I will see how the report play's out it will probably reset my thinking by then we will have about 1/3 of the corn out in the country. at the 1/3 mark I will look at yields and reset my thinking from there forward.


Risk in the JUly/Dec is fairly high if I'm wrong but at this point so is the reward Just remember carries have a limit ( think time and Interest vs how much anyone can or will pay for your time and Interest ) Inversions can be with out limits it's a functune of killling nearby demand ( think wheat a couple years ago)
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