I'm worried about the reaction to the election outcome by both sides. Will there we shutdown #2? Many claim its inevitable. Some say it is a predetermined outcome??
If it turns out that way won't it really mess up our supply lines? If food processors are shut down and people aren't driving as much, that would certainly hurt demand again.
I'm very tempted to sell cash soon and renown with some call spreads. My only reluctance is basis risk. any problem with la-nina and basis could be very strong trying to
source our beans into China at a time they are usually switching to SA.