The Spec's are the one's short..

I got a processor.. both corn and beans.. a feedlot.. one 30 miles away.. one 120.. and a couple of trucks..

WHO do you want me to go to first?.. for next to nothing...?

I'm not hording.. but a spec can hit the sell key faster than I can deliver..  Does it work that way in reverse? 

LAST Year USDA missed the Carry out on the Sept report by 600 myn bushels..  Lot's of things look good "on paper."

The spec's want to play "squash the basis" when we can't even keep up with demand..

2 byn - 600 = 1.4.. why bother.. let the spec's sort it out...  THEN deliver..