Favorite idea for 6mo term: Long Rice, Short SoybeanCan be taken on CME, basically exactly 2 ZR contracts long per 1 contract ZS short. I am very convicted of this one.
Peep the CoT
I'm not a CoT trader, but last time Comms were short this qty, we roof-pulled on Rice. Crazy illiquid contract/asset so that's going to happen. Big believer that agr