|
NCND | I'm wanting to see the bearish spreadsheets. We always get fed bullish ones. Haven't seen a negative one yet but here we are at the very bottom and no one wants to put down on paper just how far we are behind last year be it wheat or soy. U.S. Guys who live with the export market have been saying it basis sucks and it's because no one is buying!!!!! Our basis woes will find their way into other markets as we can export inside the country versus outside. No one in general is immune.
What happens when we plug these new bearish numbers in? The only fact there is is that we are at new lows regardless of if crop is there or it isn't. The cycle is here and that rules.
Not saying zero beans gets exported it's just going to be less as we produce more. Indeeppigfarmer has called this for a while now. I highly doubt many heeded his warning. Nice call in his part even though I'm sure he doesn't have the rabid following others do here who only tell us what we "want" to hear. | |
|
What's Sandbagging the Beans?
