I keep seeing where food inflation and energy is not going to slow down. Folks will not stop eating and they seem to be paying and may pull back on tattoos and the latest cell phone first. No markets have reacted like we think they should have and this could still be the case. I dont know if cattle are still going higher but I do think they will stay firm. Now if the stock market falls out of bed next year that could affect it. When folks see their portfolio doing ok they feel better about spending. |