so long to answer your post. My contact with ITZ is via the forum and, like you, I have not heard anything and also miss his in-put. The outrageous volatility we have been experiencing is a hedger's night mare and to be serving as an adviser during this time would be NO FUN.

For a while today I was wondering if I was also taking a "Trip to Abilene!" The limit move today caught me totally off guard but I stayed the course and bought an August-20 limit down. On the rally I got my profits on a June-19 scalper I had bought Wednesday. It seems to me that there is a good chance that the next "Crest" to this Hog Cycle will occur summer of 2020 so I am long those months with the intention of HODLing them. That would be a nice ride from here to 130 or so if it happens. We saw it during the last disease epidemic so it could happen again.

There is a good chance that the volatility we have seen lately will continue for a year or so as the ASF problem continues to unfold AND THE TRADE WAR RAGES. I have said before that I would rather be lucky than smart any day. I would like to have a lucky rabbit's foot but then I remember the old Burma Shave signs, "Just remember, Sonny, the rabbit's foot didn't save the bunny!"

Best wishes and have a good visit to Abilene this weekend.

dhm .