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Why marketing is difficult....
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RayJenkins
Posted 4/13/2008 14:05 (#356878)
Subject: Why marketing is difficult....


SC Iowa
I'm including two links to marketing commentary from Iowa Public TV's Market to Market....the first is what appears on the broadcast itself, the second link is an additional set of comments from same folks that only show up on the internet version (due to time constraints)

It is ironic that the first set of comments are so incredibly bullish, while the second one (by the same person) injects some doubts about the USDA supply/demand data due to large changes in feed (for corn) and residual (for beans)....

Really makes one question what the "correct" feed usage numbers are for corn and where they might be headed if we get into major liquidation......for me, it's a bit of a red flag that says our projected demand may be a bit too high and subject to faster declines, but a lot of this not likely to show up until September and January stocks reports/revisions.....

http://www.iptv.org/mtom/market_analysis.cfm?ShowNumber=3332

http://www.iptv.org/mtom/market_plus.cfm?showNumber=3332

Ray J
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