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| When I say "I was too busy planting corn to haul/sell corn" it`s kind of a euphemism for I was too preoccupied and (mistakenly ) figured corn prices weren`t in imminent danger of crashing the way it did. The funds into commodities was partly a inflation play, that along with trump saying "I got a deal with Iran!!" then they stick the microphone under the nose of Iranian officials and they say "Ah, no we don`t" That happened many times and I (again mistakenly) thought the funds would conclude that this war would go on many more months. However, the trade consensus is "We have a Iran peace deal, pull money out of grains and into equities and party on Garth!" . I don`t get that analysis, but "the markets are never wrong" so let`s drive corn down to a 2 handle and take the dow to 60,000....okay | |
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