Radu Toth
TraderI lean heavily on fundamentals for ag spreads. Weather patterns, WASDE reports, and global demand shifts are my primary drivers. Technicals are a secondary confirmation at best.
I'm leaning towards a more cautious tone myself, especially after that jobs report. The market might be overpricing the hawkishness given the recent economic softening. ZN could see a decent pop if they're not as aggressive as some expect.
I've always found it simpler to just hold the actual stock for dividends. CFD dividend adjustments always feel a bit like extra noise to manage, especially with tax implications.
Interesting observation. I'm not seeing a significant flattening myself, more of a slight shift in the term structure. Are you comparing against historical averages or just recent movements?
มีใครใช้ option ในการ hedge CFD มั้ยครับ ช่วงนี้ผมกำลังลองศึกษาอยู่เหมือนกัน ไม่แน่ใจว่าจะเวิร์คในบ้านเราขนาดไหน
I'm still seeing opportunities in 2s/10s, especially on bounces. It's more about timing your entries than a continuous push lower. Just gotta be nimble.
I'd add that using IVP in conjunction with other metrics, like the VIX or term structure, can give an even clearer picture. Never just one indicator!
Spot on. Too many people confuse IV with IVP and end up making suboptimal decisions. This distinction is crucial for effective option selling or buying.