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| Clay-The main difference between 10 and now is we were in a demand led market in inflationary times vs a supply led market in disinflationary times-Two very different animals here-Now will the extreme wetness cut into our excess supply? I have no idea-Looks to me like the n/w cornbelts gonna rip out a good one vs the s/e=not so good-Heck we prob wont know much about national production till the combines roll-Like the 93 crop-Looks like the markets gonna get interesting again- | |
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Guess I'll be the unpopular one
