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DBA

DBA

9 tracked calls · 9 long · 0 short · last 90d: 4L/0S
first called by Forward Guidance 4mo ago
DBADBALONG2mo ago
“Worst U.S. spring drought on record since 1895”
Jordi Visser

Worst US spring drought since 1895 plus drained inventories sets up an agricultural price shock.

DBADBALONG@ $27.20
$26.96-0.88%
since call May 17
peak +1.7%
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DBADBALONG2mo ago
“Here is the second half of the year reality for food prices. … it takes a little while for this to catch up…”
Jordi Visser

Agricultural commodities and food prices catch up higher in the second half as fertilizer and gas rise

DBADBALONG@ $27.84
$26.96-3.16%
since call May 10
peak +1.2%
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DBADBALONG2mo ago
“That's quadruple in like 10 years. … go look at every agricultural commodity on your screen and tell me that's not going to get worse”
Forward Guidance · Quinn Thompson

Agricultural and food commodities keep inflating hard; prices have multiplied and will get worse

DBADBALONG@ $28.24
$26.96-4.53%
since call May 8
peak +1.8%
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DBADBALONG2mo ago
“We've got crop prices that are breaking out. So the futures are finally starting to move.”
Jordi Visser

Oil-driven fertilizer costs plus a forecast strong El Nino push crop futures higher into a late-cycle inflation breakout.

DBADBALONG@ $28.66
$26.96-5.94%
since call May 3
peak +0.7%
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DBADBALONG3mo ago
“We already missed the window for many farmers throughout the world to apply fertilizer. So you can book in now lower yields in many parts of the world.”
Forward Guidance · Jacob Shapiro

Missed fertilizer planting window locks in lower crop yields and rising food prices in 6-9 months

DBADBALONG@ $27.54
$26.96-2.12%
since call Apr 7
peak +4.8%
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DBADBALONG4mo ago
“an area I'm watching really closely because I'm— it's probably the trade I'm most bullish on is the agricultural space.”
Forward Guidance · Quinn Thompson

Agriculture is the most bullish trade as energy spikes cause fertilizer and food inflation amid record-low farm margins

DBADBALONG@ $27.64
$26.96-2.48%
since call Mar 27
peak +4.4%
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DBADBALONG4mo ago
“we're seeing the fertilizer and the fuel cost to plant, harvest, and grow spike”
Forward Guidance · Quinn Thompson

Agriculture commodities are the slept-on trade as fertilizer and fuel costs spike into planting season

DBADBALONG@ $27.28
$26.96-1.19%
since call Mar 20
peak +5.4%
Trade on Robinhood →
DBADBALONG4mo ago
“The only way to make this work is for agriculture prices to rise. … agriculture prices are going to rise”
Navigating Uncertainty

Closed Hormuz chokes fertilizer supply, agriculture prices must rise to clear farm costs

DBADBALONG@ $27.35
$26.96-1.42%
since call Mar 15
peak +5.8%
Trade on Robinhood →
DBADBALONG4mo ago
“Bankruptcies across farms in the US are up over 40% year over year … a lot of futures positioning is still short these assets.”
Forward Guidance · Quinn Thompson

Agricultural commodities about to moon as farmer recession plus an oil supply shock light unprepared, short positioning

DBADBALONG@ $26.21
$26.96+2.84%
since call Mar 13
peak +5.8%
Trade on Robinhood →