Monday, March 19, 2018

Long sugar

Why?
- Brazil ethanol/gasoline differentials will lead to major reallocation of cane.
- COT is bazooka spec short.
- Sugar is cheap on my long term valuation graph.

1 comment:

  1. In many ways the stock market is like the weather in that if you don't like the current condition all you have to do is wait a while. Free Commodity Tips

    ReplyDelete

Comments are welcome, although I can't promise to answer every question.