Grains are sensationally positioned.
You see this every 40yrs or so, last time I think wheat went from around $1.20 to $6.40 a 520% move.
Same move today, which it should do takes it to $12.50.
Softs I am not sure about anymore, I had been long coffee for a while but sold out at 138, to lathargic atm.
Lumber could be a long term buy when a bottom is established.
hard commodity stocks tanking ag roaring, page-10
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