% to full carry

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qtmspin
 
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Joined: Wed Jul 12, 2023 7:45 pm

% to full carry

by qtmspin » Thu Aug 31, 2023 3:59 pm

I was hoping you could consider adding % to full carry for grains. It paints quite a different picture than the spread price.
Looking at this, the spread looks really cheap historically...
signal-2023-08-31-092321_002.jpg
signal-2023-08-31-092321_002.jpg (87.14 KiB) Viewed 9406 times

but considering the storage rate was change in 2021. If you bring up it's % to full carry, it doesn't look cheap anymore (see 2nd chart below)
1st chart is the spread price stacked, the 2nd chart is the % to full carry. The chart is from spreadcharts
signal-2023-08-31-094622_002.jpg
signal-2023-08-31-094622_002.jpg (176.29 KiB) Viewed 9406 times

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