Commentary provided by Todd Delay of Gamma Q Our long bias to corn and the soybean complex drove returns for February. Deteriorating weather conditions in South America ratcheted down production estimates providing support to corn and soybeans; then, as the month came to an end, it was marked with the opening of the Russian invasion […]
Commentary provided by Todd Delay of Gamma Q Breckhurst Commodity Fund (onshore) was up a net estimate of 1.29% for January, and Breckhurst Commodity Fund (Cayman) was up a net estimate of 1.25%. The risk loss in trading futures and options can be substantial. Past performance is not necessarily indicative of future results. A long […]
Commentary provided by Todd Delay of Gamma Q Further consolidation occurred in July with range-bound trading for corn and soybeans. Wheat was the leader with deteriorating conditions across many areas, particularly the Northern Plains supporting price. The July WASDE report reduced wheat stocks by nearly 100 million bushels, and we feel further reductions need to […]