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| Fundamentally we all knew we would get production where it is now. It was just a matter of time. If we are not here typing we are generally trying to figure how to do a better job growing things.
The funky part is that our supply and demand situation may have no bearing on the market what so ever. Harvest has been delayed a little, but it's still progressing and yet we don't have just a little 5 to 10 cent bounce up based on delays. Instead it's up what might end up close to a dollar in beans. Yields are generally good so fundamentally this shouldn't have happened. I think this is the 'new world of money' we will be living with for now. I used to think an election would change the path, but I'm not so sure anymore.
Another way to look at marketing is "bet on red and spin the wheel" | |
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The easy part
