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USA | Brassring
The big move in SRW is going to come on the cash side of things. Some folks have forgotten that SRW can have a positive basis. Moved SRW in Dec 2007- Jan 2008 at plus 20 cent basis. IMO we will see higher basis levels than this before the cuurent situation is resolved.
Heard on the news that Dunkin Donuts is moving back into the STL market. The more doughnuts that can be sold the better.
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