The Grain Report – 2/20/2017

Sean Lusk Grains Leave a Comment

March corn rallied to new highs last week, but ultimately settled the week 6 cents lower. There wasn’t any fundamental news event that triggered the late week fall, but rather the decline was a function of reduced speculative buying. Improving South American weather and a U.S. corn stocks/use ratio of 15-16% hardly argues for a net long fund position in …

The Grain Report

Sean Lusk Grains Leave a Comment

Trend and Index following funds bid up beans, corn, and wheat prices throughout the week with both wheat and corn reaching their best levels since last summer. Beans finished the week 33 cents higher, corn gained 9 cents while wheat finished the week up 19 cents. Beans opened the week higher rallying off of weather concerns of too much rain …

Bluenose Capital – January Performance Update

William Reavis Asset Management Leave a Comment

Bluenose Capital Management, LLC (BNC), a Commodity Trading Advisor (CTA) in the D.C.metro area, offers trading program in the oil complex and the S&P 500 stock index. The programs offer a simple and efficient way to expose an investor’s portfolio to the price and performance of oil and stock market without actually owning it. We believe the best way to invest in …

The Grain Report

Sean Lusk Grains Leave a Comment

from Sean Lusk, Director Walsh Commercial Hedging Services March beans lost 22 cents for the week as month end profit taking emerged amid potential higher crop sizes in both Argentina and Brazil. Private forecasters from both South America and the U.S. have raised the Brazilian soybean crop up to 105 to 107 million metric tons from the 102-103 level the …

Retirement Funds

Steps to using Retirement Funds in Managed Futures

William Reavis Asset Management, General Commentary Leave a Comment

Contrary to common belief, investing in managed futures and CTA strategies through an IRA account is actually quite simple. Since most financial institutions will not allow you to invest in futures strategies, the first step is to “roll over” some of the funds in your IRA account into a “self-directed” IRA account, held by a custodian who accepts futures accounts …

Fund Length in Soybeans Growing

Sean Lusk Grains Leave a Comment

If you take a look at the speculative bullish positioning in soybeans, soymeal, and bean oil, you will find that it is at the highest level since early June 2016. In the last week alone, open interest in soybeans surged 92K contracts signaling a surge in buying across the board in a variety of asset classes. Trend following funds increased …

Walsh Asset Management Investment Suite December 2016

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Walsh Asset Management’s (WAM) main focus is to assist individuals, wealth managers, family offices, and institutions with manager selection, and the integration of managed futures programs to enhance diversification and increase the optimization of portfolios. We strive to provide unparalleled products and services customized to the individual needs of our clients. The following chart represents an equally weighted Value Added Month …

Boston & Zechiel 2016 Recap

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Boston & Zechiel present their 2016 review of how their program fared. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS As of 6/1/2016, the Aggressive Variant is now a Long and Short Equity Index Strategy that trades the E-Mini Dow, E-Mini S&P 500 and the E-Mini Nasdaq 100. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS Please review …