Cocoa and i am starting in on lumber. Cocoa, for a lot of reasons. I started on Cocoa about 2 years ago, mainly because a tv doco stirred my interest. It was about a bunch of obese Chinese teenagers sent off to a health farm to lose weight. They didn't, but picked their pampered bodies of the massage table after a few weeks and got back onto the groaning bus. I had always thought of Chinese as pencil thin. Anacodetal evidence is that the Japanese are not big chocolate eaters, but Vietnam is starting. I started researching. The greens etc are the best place for this. I i am looking for changing eating habits. I guess there is a cocoa cartel at work here and they might take advantage of this downturn to drive the price even further down. Cocoa is up about 50% over the last year. Lumber, is a 100% technical and fundamental sell. At some point, i will load up on my current small long position. I am waiting for exhaustion.
