• There is a Story behind Every Futures Program

    | | Education

    As one of the world’s largest futures databases, we begin talking to traders often at the earliest stages of their evolution up to billions of dollars in assets. But not all beginnings are equal, as some achieve early success and others never find it at all. Part of our challenge is trying to determine which ones provide the best opportunities to our investors. One might think that this is a simple process.  A few favorite search methodologies on our site include Sharpe ratio, returns, or minimum investment amount. Each of these can be a good way to filter but ultimately … Read more There is a Story behind Every Futures Program
  • Incredible Velocity Movement Between KC Wheat and Chicago Corn

    | | Agriculture

    Commentary provided by Chad Burlet of Third Street AG Investments As always, the month of March and the first quarter ended with the USDA’s release of their March 1 stocks report and their spring planting intentions report. These reports often have the potential to dramatically disrupt conventional wisdom and today’s report did not disappoint. For the past several years the stocks numbers have provided the biggest surprise, but today it was the acreage estimates that rocked the market. Both corn and soybeans came in well below the average of the analysts’ estimates. An overwhelming majority expected the two major row crops to … Read more Incredible Velocity Movement Between KC Wheat and Chicago Corn
  • February 2021 Grain Market Commentary

    | | Agriculture

    Commentary provided by Chad Burlet of Third Street AG Investments With only one trading day left in February, it’s clear that the spring acreage fight has captured the market’s attention. While old crop corn and soybeans struggled near highs that were set weeks ago, November soybeans and December corn raced to new contract highs yesterday. Through today’s close December corn has gained 21 cents on March corn and November soybeans have gained 52 cents on March soybeans.  On February 18-19 the USDA held its annual Agricultural Outlook Forum. This event always provides the USDA’s first look at the supply and demand … Read more February 2021 Grain Market Commentary
  • February Flash Report

    | | Flash Report

    Seems equities in February snapped back putting most indexes into positive territory on the year. Where are we at in this bull market? Are equities running out of steam? Will we topple then race back up to new highs again? What else can the FED do to support the economy? With all these questions looming, the most noticeable trend in futures is volatility as it has returned across a whole host of assets in financial and commodity futures. There is growing anticipation of inflation combined with the fuel of a commodity super cycle. It appears opportunities are abundant across all … Read more February Flash Report
  • Understanding Minimum Investment Sizes

    | | Education

    Managers in the futures space are faced with a dilemma when they launch their programs.  They need to choose a trade level.  For an equity manager this is an easy process as they often trade 100% of the cash available and sometimes decide to use leverage.  ALL futures contracts already have the leverage built in so the question for them is how much to de-lever. Take manager ABC.  He trades his own account very aggressively and routinely has drawdowns of 20% but can make 60% in an average year.  He recognizes that this might be uncomfortable for investors.  He therefore … Read more Understanding Minimum Investment Sizes