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| I'm out here beating the bearish drum, but I enjoy your posts. You always have a lot of thoughts and give good reasoning and I really appreciate it.
Doesn't make me bullish haha. But I do hope you're right....
My only problem with what you've done here is that you are assuming that USDA will move down to FC Stone's production estimate in SA without taking into consideration that Stone is under USDA regularly down there. When you look at estimates like that, the range means way more than any individual number IMO. | |
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US Soybean Carryout.. a path to 651 myn bushels.
