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| You can ignore them, you can say they are wrong, you can talk about poor exports (even though it is 12 percent of demand) you can over hype crop size. Eventually the true fundamentals win out. From early crop yields coming out the 168 pipe dream is getting flushed down the drain. We should be looking at the best yields getting taken out now, but they are 10-30 percent under last year. Grain bears have a rude awakening coming up in October unless the guberment tells the truth in the September crop report. It just isn't there boys. | |
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Fundamentals always take over
