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I thought you were tuned into expert research on this topic? Does the financial press really ignore the tofu market?!

• xwowsersx 7y ago
  Don't know what the financial press talks about, but just because they talk about it doesn't mean it's something investable for every particular fund. The fund I worked for has certain limitations because of how much capital we invest so we need to find large companies whose stocks trade a certain $mm/day, etc.
  • sturadnidge 7y ago
    There are probably a few people in this thread who saw 'pork' and instantly thought 'commodity', then extrapolated to 'soybeans'. Which doesn't sound like the game you're in based on this comment, which implies your bets were made via equities. That's not super clear from your original comment (which is neither here nor there, just saying). Thanks for sharing though, it's quite interesting.
    • xwowsersx 7y ago
      Ah yes, you're right. I'm so used to thinking in Equities that I assumed it was obvious. We never expressed views in the underlying commodity, always in companies that are levered to it.
  • greglindahl 7y ago
    I've never met a trader who ignored effects coming from things they couldn't invest in.