Refocusing the 🐿️'s Ag Positioning
Complacency in the grain complex looks overdone. New Acorn!
Summary
As we have been intimating in our notes over the course of the past couple of months, we are getting increasingly bullish on the grain complex.
As such, we are repositioning our exposure to agricultural commodities. We will be closing out the existing ‘Acorn’ option positions in (the diversified Ag ETF) DBA 0.00%↑ and wheat (via the WEAT 0.00%↑ wheat ETF) to refocus …