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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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Wed, 08/01/2012 - 06:47 | 2667988 Aziz
Aziz's picture

Wheat, bitchez.

Wed, 08/01/2012 - 06:49 | 2667989 slaughterer
slaughterer's picture

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

Wed, 08/01/2012 - 07:16 | 2668009 Haager
Haager's picture

That protest may lack some energy.

Wed, 08/01/2012 - 07:27 | 2668012 malikai
malikai's picture

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

EDIT: Prosperity, bitchez!

Wed, 08/01/2012 - 08:29 | 2668109 ForTheWorld
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.

Wed, 08/01/2012 - 08:42 | 2668146 malikai
malikai's picture

I guess they'll just have to shoot instead.

Wed, 08/01/2012 - 08:13 | 2668083 jerry_theking_lawler
jerry_theking_lawler's picture

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

Wed, 08/01/2012 - 06:52 | 2667990 jmcadg
jmcadg's picture

There'll be no QE3 today.

Wed, 08/01/2012 - 07:04 | 2667998 Heroic Couplet
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.

Wed, 08/01/2012 - 07:06 | 2668000 fonzannoon
fonzannoon's picture

markets celebrate no qe today. metals hammered.

Wed, 08/01/2012 - 07:15 | 2668008 dwayne elizando
dwayne elizando's picture

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

Wed, 08/01/2012 - 07:42 | 2668033 BeetleBailey
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.

Wed, 08/01/2012 - 08:28 | 2668108 magne13
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...

Wed, 08/01/2012 - 08:34 | 2668123 magne13
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.

http://www.whyintheworldaretheyspraying.com/

Wed, 08/01/2012 - 11:09 | 2668702 TPTB_r_TBTF
TPTB_r_TBTF's picture

bullish!  what companies are behind this?

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