re: on the doorsteps of a rally
I am wary of grains because the growers have no pricing power. Compare that to metals like zinc, or iron ore where the big producers can push prices up. Also I'd like to see grains start to move up before I get in - but looking at the forward curve for corn, it looks as if there's some money on it to move up, so maybe things are afoot.
I've been influenced by Jim Rogers' book "Hot Commodities" - he's been 100% correct so far, and he started his commodities fund in 2001!
