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| I add a couple of possible risks. Knowing we either 'hold or fold' the dealt cards & 'dance with the girl we brung to the party' (USDA REPORT) & the possible reality of large SA crop offerings & the reality of a stronger dollar & the reality of a less-than-robust feed demand this market may well struggle for awhile. I also have a question in the back of my mind..we are familiar with a later winter acreage battle....odds now favor more corn acres....numbers suggest more corn acres may be burdensome ...will the acreage battle be 'in reverse?' A known inflation fighter is gaining prominence....the political mood is going to be anti-business for awhile....in the background we do have a protein shortage but if the China growth slows & the EC continues to look a little like being fully priced..I want to be very careful. An oxymoron...careful commodity trader? | |
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corn- panic or hold
