Fundamental Analysis
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- USDA Crop Report
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While weather will have be the determining factor on what actually is harvested, as I predicted last week [Cutting Back on Powershares DB Agriculture Fund - Focus on Fertilizers for Now] when I wroteWith that said, no change to my long term view and I look forward to next week’s crop report - my expectation is the exact reverse of what happened last year when farmers piled into corn due to the ethanol boondoggle. With the ridiculous rise in wheat, I expect a huge upswing in wheat plantings and … *drumroll* a shortage in corn….
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31 Marzo, 2008| Fundamental Analysis |
@ 16:13
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