The weekend flies by, and on Monday, it's another trading day.

"As soon as September passes, we will enter the fourth quarter, and there is a great chance that the market will start in October and November, and I can't wait too long. Ren Likun got together with a few friends on the weekend, and as the news was passed on one after another, the thoughts in his heart became more and more certain.

"It can't be delayed until October. Ren Likun was very irritable, smoking cigarettes one after another, and his heart was also full of worry, and the data and opinions of various research reports appeared in his mind, and finally ...... Wang Nuo's determined demeanor in the picture that stopped.

"It can't be delayed in September. Wang Nuo's point of view is accompanied by an analysis of time.

Ren Likun is also bearish, but he is not sure whether he will win or lose, let alone the timeline.

"He must have seen it, but ......" Ren Likun smoked irritably, and said to himself: "Why are you so sure? ”

Wang Nuo's determined attitude is precisely the reason why Ren Likun does not dare to fully believe it.

There is no 100% probability in the financial market, Ren Likun consciously has more information than Wang Nuo, and there is a hired team to help analyze and operate, he is all up and down in his heart, but Wang Nuo's attitude is a little too much.

This is beyond common sense, and it is not enough to be believed, at least not fully accepted.

However, Ren Likun and Wang Nuo have the same opinion, the difference is only the strength, after he calmed down and figured it out, he felt very congested.

went up, both of them lost, although Wang Nuo lost badly, but Ren Likun didn't have the face to mention it;

"Should I believe it?" Ren Likun thought helplessly, every time Wang Nuo's determined face appeared, he felt that last week's meeting was a mistake.

However......

As Ren Likun hoped, perhaps in order to draw strength to participate in other markets, or to be a prelude to the next changes, the funds accumulated in the soybean series futures market some time ago began to move.

After a short period of pull-up, after seeing that the pressure of 3100 yuan per ton was too heavy, the soybean meal futures price turned around and went down, encountering resistance around 3050, but ...... The amount of energy is actually not bad.

This is not a bad thing for Ren Likun, he knows very well that appropriate downward resistance can provide a certain volume for the main bears, which is a good thing.

As a result, even if the soybean meal futures price on Monday was stabilized above 3,050 yuan per ton, the bears some time ago saw the hope of unhedging.

As it turned out, on Monday night, the information side immediately threw a temptation, the bulls were a little weaker, and the situation suddenly became interesting.

On Tuesday, the soybean meal futures market continued to fluctuate, with a slight decrease in total positions.

Near the closing, something happened to Ren Likun's surprise, a large number of selling orders were thrown down like no money, directly breaking through the resistance line of 3,000 yuan per ton, and soybean meal futures almost had a downward trend.

In the evening, new news spread, China launched a soybean import agreement with Brazil, which is a reserve clause to increase imports at the agreed price, North America said MMP.

China imports almost all of its soybeans, with the United States and Brazil accounting for about half of the share, and the drought in North America has reduced production, and the price has risen as a matter of course, however...... Available in Brazil.

Moreover, the agreements and terms between countries are extremely complex, and some time ago, the price of soybeans in China was rising sharply, which touched a clause in the soybean trade agreement between China and Brazil, that is, China can import soybeans from Brazil at the agreed price, directly ignoring the so-called market price.

In fact, the exporting country is not at a loss, the agreed price is traded, it is necessary to keep up with the output, and then expand the scale of the transaction and other constraints, this year's loss is a little, with a higher price than previous years, lower than the current price of the soybeans, next year can sell a little more, and there is a guaranteed floor price.

However, if Ren Likun closed on Tuesday afternoon just surprised by the price trend, as soon as the new news came out in the evening, he immediately had the urge to call Wang Nuo to contact his feelings.

"Yes, yes! How could he know the terms of the contract between the two companies?"

"Analyzed? Or is there any inside information?"

"If it is analyzed, it will be too terrifying!"

"This is not public information!"

Ren Likun sat on the chair in the study of the villa, his face was full of stunned and shocked expressions, the reason why he was stunned was very simple, Wang Nuo's argument was ...... It may touch the terms of the import and export agreement between China and Pakistan, and the Chinese side may activate the terms.

The contracts signed by China with Brazil and the United States are endorsed by the state and signed by state-owned enterprises, and the content is generally public, but some terms can be made public or not, because ...... China Grain Reserves, which is related to the stability of the country, is not listed on the stock market and has no obligation to disclose information.

As a result, the futures market often has to guess, those who guess can grasp the opportunity, those who can't guess are waiting to be abandoned, and there is a third type of people who already know these things and then ...... Earn without losing money.

Wang Nuo definitely does not belong to the third group of people, but he can be the first type of person.

A series of financial data such as inflation rate and currency exchange rate are placed there, and when the contract is signed is also publicly available, and the import data, prices, and market changes are also well documented.

That's what an analyst is.

But it's easier said than done, not to mention a newcomer like Wang Nuo, who has only been in the industry for a few months, even if he is an analyst who specializes in soybean or even only soybean meal market research, he is not sure that he can figure out the market context.

Another point is that the clause has come out, and politics is also a consideration, and the import of agricultural products is not only an economic issue, but also a political issue, which must also be added to the analysis.

The seemingly simple price problem is actually mixed with so many variables that it is scary to death, which leads to the group of financial analysts working overtime and overtime all day long, and there is no rest time at all.

But......

Winning is winning, losing is losing, things in the financial circle, when the results come out, it will be clear at a glance.

If the argument is correct, it is worth giving a thumbs up, and it is normal for the argument to be wrong or missing.

Even if the arguments are completely correct, it is not luck that can be explained.

The decline in the price of soybean meal futures can be a technical adjustment, or it can be a sudden new cheap supplier, or it can be a national dump of reserves to stabilize the price, because there are many possibilities.

Wang Nuo said that the changes in the data plane, and pointed out the support of the information plane that supports the changes in the data, which is ...... is what Ren Likun felt shocked.

Whether it is Wang Nuo's special news channels, or Wang Nuo's own strong analytical ability, it can be regarded as part of the strength.

In the financial circle, strength is the last word.

"After closing the position at the end of September, I can participate in the next market market, so ......" Ren Likun began to think about what dishes to cook to entertain Wang Nuo.

Seeing the changes in the soybean meal market, Wang Nuo was not surprised, he now wants to know a clearer, futures market position ownership, soybean series futures market is just an appetizer for capital.