A brief addition to my July plan.
Soybean Oil - in the middle of July COT picture become at levels telling that price rally may begin. I do not expect a huge one but some price appreciation is quite possible. I will follow COT until picture changes into a bearish one.
Lean Hogs - my bet is that it is time to short. Eventhough COT picture is not entirely perfect but considering the time lag between report data originated, then report was published and finally I opened my shorts - well I think by now it should be safe to start shorts and hold on them until end of August unless something happens. Another factor is price of corn - major feed for pork. It has sky-rocketed during last weeks so basically it is more expensive to feed pigs now and more of them will be slaughtered and sold.