northwest tennessee | I dont see any way that this whole thing does not blow up. I dont think it can be fixed without and melt down, it will probably end in a big war. I used to think there would be classes of assets that would manage better but it looks like it is going to hit everything. The fertilizer deal and all the other supply problems are only going to get worse. This was talked about below, demand destruction, when does this kick in? We spend big money on inputs then something happens to the end product value. |