July's Winners And Losers

Tyler Durden's picture

Anyone who paired a corn/wheat long in July while shorting the "natural" hedges Spain and China (a painfully obvious trade in retrospect, maybe) can now take the rest of the year off. Everyone else will have to continue trying to frontrun Ben Bernanke for a few more months.

And a detailed breakdown:

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Aziz's picture

Wheat, bitchez.

slaughterer's picture

QE3 on top of wheat and corn inflation?  Prepare for mass protests of the starved.

Haager's picture

That protest may lack some energy.

malikai's picture

The cops will probably make up for that lack of energy.

EDIT: Prosperity, bitchez!

ForTheWorld's picture

You'll need wheat to mill, to make the flour, that forms the donuts. Cops can't run if they have no fuel.

malikai's picture

I guess they'll just have to shoot instead.

jerry_theking_lawler's picture

maybe they can drink the ethanol out of my SUV's fuel tank.....

jmcadg's picture

There'll be no QE3 today.

Heroic Couplet's picture

This is what collapse looks like; however, until the Cayman Island accounts holding 27 trillion are wiped out, no one on Main Street gives a crap.

fonzannoon's picture

markets celebrate no qe today. metals hammered.

dwayne elizando's picture

I need my niblets. Spain? Let them eat.....wheat! China can get cornholed!

BeetleBailey's picture

...all I know is that these wanking bankers have turned by FX trading results into shite.

I cannot read the minds of delusional dickheads.

magne13's picture

Even better than the corn wheat long was a vol weighted long Aussie short Euro...now you can take the rest of the year off...

magne13's picture

keep spraying the skies and we will continue the drought/flood weather volatility.  Now inflation is not the only way to secretly steal wealth, by creating volatility in weather, we can commoditize it and create a whole new demand and market place.


TPTB_r_TBTF's picture

bullish!  what companies are behind this?