jeremeyfrost - 12/2/2012 17:57 i aggree that you shouldn't be super bearish at the moment............but the reality is that there is a bearish possiblity for 2013.........but it will need a perfect storm ............weather will need to do a 360............and demand will have to soften.........i think demand gets much stronger if we get more supply
also just food for thought..........what type of yield do you think the market is already trading for 2013?
I seen on presentation that thought 150-155 was priced in................ |