Comments on: Long the Pantry http://longorshortcapital.com/long-the-pantry.htm We dividend our ad money to you. Thu, 18 Mar 2010 16:35:58 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Drinky McDiligence http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-29565 Drinky McDiligence Tue, 19 Jun 2007 15:17:24 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-29565 Parsley prices are up 20% wholesale. Seriously. I mean spice prices are up significantly this quarter, but I didn't realize there was such a large parsley demand. Parsley prices are up 20% wholesale. Seriously. I mean spice prices are up significantly this quarter, but I didn’t realize there was such a large parsley demand.

]]> By: bfellows http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28736 bfellows Tue, 12 Jun 2007 20:54:39 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28736 Would a foreign investor looking for domestic currency denominated contracts need to worry about interest rate parity? Oh wait... we don't actually need to know that... Would a foreign investor looking for domestic currency denominated contracts need to worry about interest rate parity? Oh wait… we don’t actually need to know that…

]]> By: harvey http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28697 harvey Tue, 12 Jun 2007 14:46:37 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28697 I'm all for buying cheese futures. when the delivery date comes: if the market's up, you profit. hooray for money. if not, you take physical delivery, and hooray for cheese! you win either way. I’m all for buying cheese futures. when the delivery date comes: if the market’s up, you profit. hooray for money. if not, you take physical delivery, and hooray for cheese! you win either way.

]]> By: Mr. Gupta http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28663 Mr. Gupta Tue, 12 Jun 2007 02:41:41 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28663 Sir Mr. Juggles, I fancy your recommendation, yet I am considering playing the angle with a derivatives transaction rather than taking a position in said underlying assets. However, before I execute my trade, I have two questions for you. 1) Does the presence of the convenience yield for storing said assets make it more likely that the price of a futures contract would be greater than or less than an equivalent forward contract? 2) Would the presence of the convenience yield necessarily create a condition of contango or backwardation in the futures markets? Thank you in advance, Mr. Gupta, CFA wannabe Sir Mr. Juggles,

I fancy your recommendation, yet I am considering playing the angle with a derivatives transaction rather than taking a position in said underlying assets. However, before I execute my trade, I have two questions for you.

1) Does the presence of the convenience yield for storing said assets make it more likely that the price of a futures contract would be greater than or less than an equivalent forward contract?

2) Would the presence of the convenience yield necessarily create a condition of contango or backwardation in the futures markets?

Thank you in advance,

Mr. Gupta, CFA wannabe

]]> By: Overfitted http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28646 Overfitted Tue, 12 Jun 2007 01:08:08 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28646 Quite frankly, I'm still recovering from your long on spoiled blonds, which is down roughly 23-40% percent. I think the ideal exposure to the asset class targeted is demanding delivery - which is a handy way to buy groceries in bulk. Quite frankly, I’m still recovering from your long on spoiled blonds, which is down roughly 23-40% percent. I think the ideal exposure to the asset class targeted is demanding delivery – which is a handy way to buy groceries in bulk.

]]> By: Wannabe Baller http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28641 Wannabe Baller Tue, 12 Jun 2007 00:22:58 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28641 you are my inspiration for most things. I have posted a link to your website on mine. Let me know if this is acceptable. you are my inspiration for most things. I have posted a link to your website on mine. Let me know if this is acceptable.

]]> By: Wannabe Baller http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28640 Wannabe Baller Tue, 12 Jun 2007 00:16:51 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28640 Mr. Juggles, you are my inspiration for most things. I have posted a link to your website on mine. Let me know if this is acceptable. thanks Mr. Juggles,

you are my inspiration for most things. I have posted a link to your website on mine. Let me know if this is acceptable.

thanks

]]> By: Cincinnatus_C http://longorshortcapital.com/long-the-pantry.htm/comment-page-1#comment-28609 Cincinnatus_C Mon, 11 Jun 2007 16:50:02 +0000 http://longorshortcapital.com/long-the-pantry.htm#comment-28609 I also recommend geographical tangerine arbitrage..based on my own experiences. A bag of tangerines will cost you about $4 in Chicago (w/a Jewel card of course), but they're around $8 in the Food Emporiums here in NYC. Of course the street vendors mess the whole thing up, but maybe if you simultaneously long street tangerine vendors and invest the proceeds in TIPS? I also recommend geographical tangerine arbitrage..based on my own experiences. A bag of tangerines will cost you about $4 in Chicago (w/a Jewel card of course), but they’re around $8 in the Food Emporiums here in NYC.

Of course the street vendors mess the whole thing up, but maybe if you simultaneously long street tangerine vendors and invest the proceeds in TIPS?

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