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| "This may actually be a very good thing.."
I agree.. although I may not like it.. everything moves back and forth.. it might be time for the bears and end users to catch a break for awhile.
Honestly, given the tightness of stocks.. a billion bushels of carryout is not enough.. if we lose a little on exports or feed.. no big.. If carryout goes back to 1.5 or 1.8 billion.. that might actually be a healthy thing in the long run.
After living through this summers drought.. I'm just nervous about it moving North East.. that would put a major crimp in next year's demand base and could do long term damage.. maybe it's time to build a little cushion.
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freefall
