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  1. R

    Seasonal spreads

    Interesting thread. Do you see any opportunity with Dec07/July08 Wheat?
  2. R

    Greenspan debunked the 'inflation is at 10% look at commodities' argument?

    Yeah- Its a good thing we got over that whole "eating" thing that's been bogging us down. If we were still stock with "eating" every day, we would really be affected by wheat and corn prices doubling in the last year.
  3. R

    Time to start selling out of wheat

    So, if the nearby wheat sells off, it will make planting it a little less attractive, so the 08 prices should rise a little?
  4. R

    Time to start selling out of wheat

    I'm an Ag noob, so let me ask a pretty dumb question: Why does July08 Wheat fall off so sharply? Corn and Beans don't fall off like that. Is it because the shortage in Wheat is short term b/c of the poor Australian crop?
  5. R

    What the hell just happened in Crude?

    Maybe Buffett is buying oil now too! :D :D :D
  6. R

    Commercials

    When commercial producers hedge their crops, how far out do they usually trade?
  7. R

    Sam Zell On Credit Crisis: "It's Not That Bad"

    Note: Sam Zell sold out of his real estate company at the very peak. This guy knows his stuff.
  8. R

    good gambling book

    The best scene in Let it Ride (After every scene that contains Jennifer Tilly) is when he goes around asking everyone else what horse they like then he bet the one no one said. This is the embodiment of the odd lot theory. I find the odd lot theory to be one of the most powerful indicators out...
  9. R

    good gambling book

    Let it Ride is by far the best gambling movie ever made. I love it!
  10. R

    Ten yr -- 4.3 -> 4.65, 30 yr: 4.68 -> 4.92

    I'm short some ZN right now. Here's how I look at it- if the Fed raised rates several times and the 10 year rate went down, when they cut rates the curve should steepen and the 10 year rate should go up. More liquidity --> more inflation risk --> higher longterm rates
  11. R

    Primer on Commodities

    Thanks- I've seen the CBOT site, but I'm looking for an education on the fundamentals- what's important, what's not, what intermarket spreads to watch, etc.
  12. R

    Time to buy HOG

    This describes Ford 20 years ago
  13. R

    Primer on Commodities

    What resources would you recommend for me to immerse myself in Ag Futures info? My interests are grains and softs. I don't have a background in them, and want to get up to speed on the relevant issues surrounding the crops- weather, supply/demand issues, what's important to look at and what...
  14. R

    How will the goverment hide inflation?

    Buy stock in wheelbarrows, because that's what everyone is going to need in order to take their money to the grocery store to buy food soon. http://www.mises.org/story/1611
  15. R

    Cotton Vs. Grains

    http://www.bloomberg.com/apps/news?pid=20602013&sid=aat2rvjlTrOI&refer=commodity_futures
  16. R

    Hedge Funds or donuts?...

    http://anmolmehta.com/blog/2007/01/08/stop-the-madness-of-self-discipline/ Read this, its an eye opening story.
  17. R

    Bullish indicator

    buy the arrest, sell the acquittal.
  18. R

    Cotton Vs. Grains

    Thanks- what do you think of that idea? Cotton could move to the low 70s I think if beans and wheat keep going up.
  19. R

    Cotton Vs. Grains

    Can farmers plant cotton on the same land as wheat and corn? My thinking is that many will forsake cotton for grains since their prices are so high and we will see a supply shortage of cotton. Next question is, if I want to play this view, what part of the cotton strip should I buy? The...
  20. R

    A letter to BNB Analytics.

    Why do you guys beat on the paid advertisers here so much??? People like them keep this site free for all of us. If you have nothing nice to say, don't say anything.
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