Commodities#191tier 2live in productionNew

ag basis signal

cadence: Weeklydata: mediumlong onlyshort onlylong short
paper
2017
Source
Adjemian, M.K., Bruno, V.G. (2017). "Basis Volatility and Spatial Equilibrium." Agribusiness, 33(3), 379-396.
Read the paper →

What it checks

Farmers selling grain at a premium over futures → tractor/seed names rally; food processors get squeezed.

Mechanism

Cash-minus-futures basis spike → physical scarcity; long farm-input/equipment, short crush processors.

No production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag.

Signal rule

farm-belt basis 90d z > +1.5 → long DE/AGCO/CTVA/MOS/CF; short ADM/BG/INGR; hold 15/45d

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • usda_grain_basis

    Worker data table — see services/worker schema.

Expected edge

Paper alpha
50-150 bps
Paper window
T+0 to T+45d

50-150 bps over 30-45d.

Example tickers where this is likely to fire

Illustrative only — the signal fires based on the live data, not a fixed list.

Related families

Explore ag basis signal on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more