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Thanksgiving dinner review of soybean tariffs from a macro commodity hedger
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workinonjunk
Posted 11/23/2018 09:53 (#7122681 - in reply to #7122521)
Subject: RE: Thanksgiving dinner review of soybean tariffs from a macro commodity hedger


Yes this trade might get somewhat resolved but what about the long term implications.? You think China is going to rely on us for their commodity needs or will they rely on originating their soy from South America? What happens when your input supplier pisses you off? Do you keep doing business with them?
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