Thanks for the link YC.Ive been listening to the Don Coxe report...

Thanks for the link YC.

Ive been listening to the Don Coxe report for a while now. Insightful fellow and so far has had a pritty good track record.

Now studying up on his contango effect theory. What was the story again? Compare spot prices on softs against futures 2 years out. If spot prices constantly lower than the 2 year contract, its a signal inflation expectations are going to take off.

But so far I cant find too many in this category.