Kucrop Analytics - Portfolio Update 22.06.2025
How we're positioned and what we're looking out for.
What we did during the week:
We opened a Short position in Soybean Meal: as announced in last week’s newsletter, we opened a classic short continuation in soybean meal. We have a market that continue to trend down and an active CoT sell signal, spreads remain weak and seasonality is harsh till September.
We opened a Short position in Cotton No.2: here we …