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| I note an apparent change in psychology on AgTalk. A couple of weeks ago most reports dealt with improved yield outlook & this seems to have changed in the past couple of days. Am I correct?
A 162 (or lower) corn yield will translate to current corn values being too cheap in view of the recent wheat developments.
Additionally, I have just posted an interesting read from Stratfor (have to scroll down a few paragraphs) relative to Russia using the current drought to solidify a grain cartel.
Some interesting opportunities are hidden between the lines & will try to elaborate when I finally get a long-delayed newsletter sent.
http://www.perspicuousrisk.com
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WONDERING
