GotLucky

🚨 Added CORN to my portfolio Everyone’s talking about oil. Nobody’s talking about food. Higher fuel costs hit farming and fertilizer prices are moving (we already hold NTR). Grain exports are getting disrupted. Corn goes into feed, fuel and food production. Remember what happened in 2022 during the Russia/Ukraine conflict? The options flow on CORN has been extremely aggressive. Big money buying calls at the 25 strike expiring August 2026. A third of US corn production goes into ethanol. Ethanol is blended into every gallon of gas you pump. Regular gas is already 10% ethanol. When oil gets expensive, demand for ethanol goes up. Corn follows. Gas is up 27% since Feb 28. Farm groups are now pushing Congress to approve year-round E15 sales, 15% ethanol blended fuel instead of 10%. Anyway, I like the setup here. Not a call. Just sharing my positioning.​​​​​​​​​​​​​​​​ For those who don’t already know, I share all my moves here publicly. The market moves fast so my posts are very time-sensitive. Turn on notifications so you don’t miss anything, this is important.