Reddit Posts
French farmers block roads, bridges as protests sweep country
What is the best ETF that holds a mix of commodities? (A MIX)
First time investor wondering about WEAT
Ukraine Russia wheat deal set to expire May 18, Russia switching targets from power grid to agricultural grid. And why its time to buy $WEAT
Wheat falls as details of Ukraine grain deal renewal remain confused (NYSEARCA:WEAT)
I’ve doubled my small option’s account since the beginning of the year
$WEAT Surges Ahead of Putin's Expected Reinstatement of Russian National Draft
Washington Post: Putin attacks Odessa and a hungry world’s hopes
Can grain prices still go a lot higher?
Futures on commodities seem to be the place to put your money.
There's Going to be a Global Food Shortage, Here's How you can Make Money from It
Long holds to capitalize off climate related famine?
I hate myself for asking this, but how to benefit from the upcoming global food shortage?
What Comes After $WEAT? Russian $CORN and Sugar Cane
Yoloing $WEAT wheat ETF 4/14 $12 calls weeklies
Non-Risky Stocks as hedge against inflation
Your chance to finally fuck the farmers daughter with $WEAT
WEAT: How far do you think wheat will go? And which way?
GERMAN SUPERMARKETS TO INCREASE FOOD PRICES 20-50% FROM MONDAY
Necessity material stocks are soaring will cause a bad ending for inflation and the economy
Why stocks and not commodities on this thread?
Canada Pacific Railway lockout! - Fertilizer & grains will hit the roof
What's the war end-game and why we aren't anywhere near the bottom
Expected Moves this week: USO, XOM, CVX, WEAT, FDX, and more.
Serious tom-fuckery going on with $WEAT and other commodities
Potential Outcomes for a prolonged Russia Ukraine war of attrition and how to play that in the meantime
Countries starting to pile up banning exports in what has been called the biggest supply shock to global grain markets
$CORN will skyrocket thanks to fertilizer shortages
MSM Has discovered $WEAT is skyrocketing. Prepare for dip.
WEAT seems ready to spike, bois.
WEAT etf play for Current macro situation
$WEAT ETF in hopes to capture the likely rise in wheat prices across the world due to global conflicts - DD/Discussion
$WEAT ETF in hopes to capture the likely rise in wheat prices across the world due to political tensions - DD/Discussion
The McRib Rip: Lean Hog Prices Surge Every Time McDonald's Buys the Dip
$WEAT Wheat bull run in the making 📈📈📈🌾🌾🌾
Mentions
Anyone else aboard the $WEAT grain train
Looking pretty good right now. And after flying over all of western Canada today I’m interested in long WEAT
Where are my fellow WEAT bagholders at??
Yeah, let's hope WEAT breaks 7 again.
WEAT really cheap. Lagging behind gold and oil. Probably opens higher but looking for a run there.
You are so correct, I am always really early, I’m working on it and trying to balance the portfolios. I just look at the markets in amazement and every piece of risk management tells me to stay tf out lol. But people are insane and at some point she gotta melt up then down or the other way. What a world 👍 currently holding some IRBT, SLV and WEAT, can you imagine what would happen if we had some bad wheat crops and some new wars ?? Maybe I’m crazy for buying food lol
Got me some poots on Wells Fargo and JPM, had a vision during one of my manic dives into diligence. We melting up and it’s just a matter of time before something pulls the lynch pin, I also bought IRBT, VSCO, WEAT and SLV. I like value and there seems to be less and less of it these days, maybe a mid day spy call ODTE tomorrow, I could see an easy pop if JPOW doesn’t fuck it all up.
I have been looking at the commodity sector here for value. I already own a lot of Gold including $PHYS and $GOLD. I have recently added $VALE and $MOS. Today I picked up 100 shares of $WEAT, Teucrium Wheat that tracks Wheat futures. If I look at Wheat futures, thy are currently trading around $5.53/bushel. If I look back 10 years, Wheat low price was around $3.70/bushel in 2016. However if I look pre-Covid, Wheat futures traded in a range b/w $4.80-$6 in 2019. This is a pure speculation position of only 100 shares that I will exit if the trade turns against me. My thoughts are a move in Wheat prices back towards $12/bushel in 2022 is very unrealistic. However a move higher in Wheat futures towards the long term 200 DMA above $7/bushel is very realistic. Especially if we continue to see weakness in the DXY. It's also been colder than normal in the USA this spring which could push back the crop planting season putting short term pressure on supply. If I can't find value in tech or most S&P 500 stocks right now, I believe it is time to look elsewhere for value buys.
What's up with the volume spike on WEAT?? Wheat Market preparing for launch?
Price of wheat you are looking for the ticket WEAT
WEAT checking in I’m gonna buy CORN now too, ty!
Rotation of corn into WEAT
Lithium... LAC SQM ALB LIT etf... Agriculture... SOYB WEAT DBA DBC etc. CORN
You are going to have a really tough time selling to close any option position against WEAT since there is such little volume
So, no trades on $WEAT. Thanks, I was looking into it earlier. I should probably look into futures now.
What the fuck is that? I’m in the same region as you, and it’s 87 degrees outside. This is the 6th warmest February on record. The record was set in 1890… El Nino has been really strong this season, warmer than usual, but the South Pacific is showing signs of cooling off faster than normal as well. This is pointing to a much more severe el nina season. If anything, those farmers that planted the gmo wheat varieties are going to have an explosive wheat harvest, further verifying the success of crop brands made by those *evil* mega conglomerates. Calls on Bayer ($BAYRY) and Arcadia Biosciences ($RKDA). Puts on $WEAT
Weekly/Monthly DCA into PHYS and WEAT
Monthly DCA into PHYS and WEAT
Today, we entered a short straddle on WEAT 2024/02/16 - strike 6, collecting about 55cts. We think that the options are overpriced considering the recent moves in the underlying. Sure, one needs to be considerate when trading commodities - geopolitical risks and meteorological uncertainties tend to make traders nervous. But with the harvesting season still far away, it sounds like a good deal. Also, equities are doing their things, and when they do their things, it's okay to look somewhere else where the edge is better. We talk about the trade [here](https://www.sharpetwo.com/p/signal-du-jour-sharpe-ration-181) for those interested. Good luck
Because this is too late! You don't buy the top of an ETF... just my opinion. good luck. I would buy LIT WEAT SOYB CORN right now... NFA
Opinion, personal comment. Why focus on shorts ratio and interest when I've made almost +40% buying UNG, natural gas, in less than 10 days? 🤷🤷🤷 My next targets are WEAT, CORN, and LIT. 3 ETFs.
Why? No CFO, sales are not going good, etc. Why not shorting semiconductor? Buy SOXS... Or buying ETF LIT (lithium), or Palladium PALL Or WEAT CORN ? (Wheat corn) ... ??? Why not buying USO (oil). I would say natural gas, but it was pumping last 5 10 days (UNG). NFA OF COURSE HAHA 🤣
Why is everyone excited about corn ETFs? CORN has been around for ages, I prefer WEAT if you ask me
Yes. I started right in the middle of the 2007-08 crash. I made a lot of mistakes in my early days, so this time around.... I'm long commodities - GLD, SLV,, WEAT, UNG, UCO
weekly DCA into PHYS PSLV UNG WEAT
FXI KWEB PALL LIT UNG TSLQ TSLZ WEAT CORN PSNY Short CC (cocoa)
Agriculture has been beaten down this year and has yet to make new highs or even bounce back considerably. MOO and FTAG have very cheap holdings. WEAT is a commodity play that's similar Water as expressed in PHO has done very well but pricey valuation I think physical resources including minerals will do well in general. And emerging markets have already started their rise as dollar weakens and rates fall, some on the backs of their resource-rich economies. Some impressive runs this year: Mexico, India, Colombia, even Brazil I also like MJ. Long base made there. Longer the base, higher in space Broad green energy PBW with a lot of semi-shitcos (just unproven and not profitable) also not a bad play if small cap spec continues to rise in 2024 Finally, China. Shunned and spurned in 2023. Simply too cheap, even with risk factored in. KBA and KURE are the more pure-play China plays than KWEB IMO
It is also my understanding, ignoring too. I don't even know which stock or etf caused that, I think it was WEAT, a US etf that invests in wheat. Very small position and hold for 3 days, no profit. Ridiculous to ask for a TIN for a small investor.
I do. Prepare yourselves. Long PHYS, PSLV, WEAT, UNG
weekly DCA into PHYS PSLV PPLT WEAT UNG
weakly DCA in PHYS PSLV UNG WEAT
Weekly DCA into PHYS PSLV WEAT UNG
Weekly DCA into PHYS UNG WEAT
Long: ICLN UNG WEAT PHYS weekly DCA small positions and average in
CORN, WEAT and SOYB might light up though.
WEAT is gaping me hard… 
WEAT pounding on $6’s door multiple times on an uptrend with war uncertainty. Thinking weekly and monthly’s here
WEAT kinda breaking out tho, weeklies might be a multi bagger. Farther out probably a good safe investment but F that lol
Thinking WEAT calls here, maybe CORN too
WEAT and GEO is my entire portfolio lol
just curious, have you noticed if WEAT movies in sympathy with macro rice/eastern agriculture news?
If you believe in EMH, then it should be priced in. But I don't think it is. Just buy a Wheat ETF. It's not rice, but wheat is more commonly traded. Symbol WEAT Wheat price. https://tradingeconomics.com/commodity/wheat
I think major indices are heading to 200 day SMA. Then probably Microsoft, Apple, NVDA. WEAT is really beaten up with bullish divergence. If it can break 6 I'll get in there. Obviously not a large cap.
Long BMY CAG DG UNG WEAT WOLF
WEAT jumped soon after the Russian invasion, but stock markets went down everywhere.
WEAT has been a nightmare lol
The great commodity super cycle. WEAT and BOIL. Loaded to the tits. That and Yen. That shit might cry crazy.
Green Comet passing earth for the first time in 430 years. 430 years ago a global grain famine started that lasted for four years. Waiting for WEAT to bottom out then putting 10k into it. Tell me I don't belong here 
Commodity ETFs will typically use futures contracts to gain exposure to the commodity, so WEAT and WEATP would buy wheat futures to gain exposure to the wheat market.
I like playing shares of WEAT short term, but not until it's below 6, then sell it when it bounces back. There's so much global pressure to keep the price low it's not something I see as a long term play unless something huge happens that offsets that pressure. E.g: tactical nukes used in Ukraine.
So hottest summer on record, right? Puts on WEAT, CORN and SOYB for the fall? Or am I reading this all wrong and bad harvest means prices go up?
## Meanwhile… My fucking WEAT calls haven’t made any fucking money… 
The agriculture stocks are moving higher; Corn & Wheat futures however are closer to their 5 year averages, which is near 1 year lows, and close to being cut in half from their 2022 peak. Wheat futures are currently around $6.40 and Corn futures are around $4.84. This tells me either corn and wheat futures need to move higher, or some of these agriculture stocks will get a 25% haircut. I've done very well with $DE and $MOS. Not so well buying $WEAT under $7. I recently opened a position in $AGCO as well.
That is my thought as well. WEAT 5 yr low is around $4.88. I am fine accepting the fact that it could go back down to that price if the Russian-Ukraine conflict finds a quick resolution. However, I think the potential upside is a 2x from today's price.
Yeah I'm familiar with it. Owned it when wheat spiked to $12. My theory is Russia will continue and increase targeting of Ukrainian agricultural infrastructure. In retaliation for Ukraine targeting a Russian oil tanker... I think wheat freighters will be targeted. When this happens... WEAT gonna rip.
$WEAT is a fund full of Wheat futures. It is not for the faint of heart as those that bought $BOIL will tell you. So I wasn't going to mention here that I have been buying $WEAT the last 2 weeks : )
Look at WEAT. I'm thinking of adding FPI.
Got out of WEAT yesterday at breakeven. Up still on AG company calls. Plan to sell enough of those to cover positions+ and maybe let some ride through ERs tonight/tomorrow
Agricultural Commodities ETFs wouldn’t require you to trade futures and still you’d be able to try to profit from the Dairy industry. If one of them holds Dairy. I haven’t looked for that yet so I’m not sure. But I did it with Wheat $WEAT
Buying $WEAT. This is a trade as this is a fund of Wheat futures. It's hot as hell and I can't remember the last time it rained. Mr. Putin also doesn't seem to be very motivated to renew the Russian-Ukraine grain deal. I'd prefer to buy before the news starts talking about the upcoming food shortage.
I regret the WEAT war trade is not as interesting as the future tech that Ukraine is developing, prioritizing and delivering for themselves. The drone competitions are so beastly. This sexy beauty launched, too. If their agrarian shit gets fucked up, this stuff will print for them. So that’s good 👍 https://www.reddit.com/r/ukraine/comments/159xer1/the_new_ukrainian_maritime_drone_magura_v5_was/?utm_source=share&utm_medium=ios_app&utm_name=ioscss&utm_content=1&utm_term=1
I’m glad I lost enough in $F and $WEAT this last week that I didn’t have money to dump into this stupid thing too.
Russia has every incentive to keep attacking the agri infrastructure. For every missile that finds its target, it puts Ukraine in a dilemma - spread out costly missile defense or focus on protecting the most vulnerable assets? Watch for attacks on shipping next, at least until winter when power becomes a better target. Worse, if Ukraine retaliates against Russian shipping - look tf out. WEAT blows up higher than 2022.
everyone talking about tech while I'm here praying for $WEAT $CORN
Some mild humor 😅 for the WEAT players from the defense nerds, don’t worry they are fantasizing: https://www.reddit.com/r/NonCredibleDefense/comments/1598lh2/us_and_uk_on_their_way_to_get_some_of_that_grain/?utm_source=share&utm_medium=ios_app&utm_name=ioscss&utm_content=1&utm_term=1
CHD, ABBV, TSLA, WEAT shares. Short/medium dated calls on NTR, CF, MOS, LVS. LEAPS calls on GOEV.
Papa Lately took on some WEAT as soon as Russia retaliated with those port strikes after Zelenskayyyyy hit the bridge again
Anyone else here playing WEAT or related AG stocks? Started adding WEAT last Monday and post-er dated calls on CF, NTR, and MOS Tuesday. Didn’t add more today but if there is a red or flat day this week (outside any news of a grain deal with Russia) I’ll probably add more of everything.
The reason the wheat thesis isn't as strong now is farmers around the world foresaw possible grain shortages and planted more wheat on their fields instead of other crops. WEAT could still rally, but not to $12 like last year.
$WEAT calls (once it pulls back) and $UNG calls Grain will be expensive for years with all the fertile land destroyed in Ukraine, the grain deal pullout is just the cherry on top. NG has underperformed all year, EL Niño looks to be violent this year which will send prices higher.
Had a 10 bagger on WEAT calls last year. Bought some 8/25 8c. Might buy some more at a higher strike further out
I made 6k on $WEAT calls last week
Get your money early and be ready to exit. At the start of the war WEAT was setup for an epic squeeze as there were more calls in the money than eligible shares. They had 24 million extra shares emergency approved over a weekend and killed the entire rally.
$WEAT and $CORN are literally state sponsored free money
WEAT 8/18 $8c x5 WEAT 9/15 $9c x5 WEAT 10/20 $8c x5 WEAT shares x17 @6.03-4ish (from Jan last year) Also: shout out to the man Sal. Dude knows what he's doing
Tercium wheat fund, ticker WEAT gives you exposure to wheat prices.
Almost enough to put my $WEAT calls i bought last week in the green finally. Took longer than I was thinking
The dip was 6.32 If you're the one that pointed me to WEAT at that point I owe you a keg of beer.
Want to buy the dip? Buy WEAT. It’s about to blast off…
I hate to chase so I know what you mean. At least it's consolidating today so it might be a better time to get in. & the fundamentals look great. I agree with the other response that futures are worth looking at for wheat exposure. The WEAT options have horrific bid/ask spreads. Best of luck.
WEAT why the fuck not?
Glad I have WEAT and UNG, cause QQQ calls going to expire worthless.
Is anyone playing WEAT calls? Was thinking about opening a small position, but it already pumped quite a bit... 
Might try to grab a WEAT dip if I can