Hi Yellowcake,The article sums up things nicely.My take on the...

Hi Yellowcake,

The article sums up things nicely.

My take on the grains?

Bearish in the short term when it comes to wheat, as momentum is negative, wheat is not at a historic extreme in sentiment or price, so it is more of a trading position, and that needs to be managed actively.

In the commodity world I have a preference for non renewable commodities, precious metals being an obvious choice.