Posted 1/4/2016 10:10 (#5009922 - in reply to #5009906) Subject: RE: The year of the Fire Monkey?
double top in el nino awhile back
not a sleeper, its a matter of when not if
don't be fooled that it impacts corn only
we went from 500Mish projected carry to less than 200Mish actual carry in beans. the balance sheet for beans isn't settled, and a flash I the pan late July early August will bring to light the complacency of these markets.
How much volatility will we get this year? Price range?
