yc, i am going to start looking at cotton, it's taking my...

yc, i am going to start looking at cotton, it's taking my interest. a couple of exceptions are rough rice and leanhogs (Plus cocoa) to a pullback. Maybe, it's the start/continuation of a large shortage in the foods that make up the Asian diet. I suspect that as food prices rise, and incomes don't people will move down the food chain.
http://news.bbc.co.uk/2/hi/africa/7360649.stm And this leads to the staples. However, the disparity between east and west in the percentage that food takes out of income, will mean different shifts in the food chain.


Max

I am long cocoa, sugar and lumber