Grains Down Double Digits in a Few Months, Now What?

Grains Down Double Digits in a Few Months, Now What?

Here was our original post on grains back in September. In that post we suggested being short some combo of soybeans, wheat and corn. All are down double-digits or are close to being down that much since the post. In…...

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Working Thesis for 2013

Working Thesis for 2013

Let’s just get this out of the way right up front – I was completely,unequivocally wrong to pivot to the “not-bullish / mildly bearish” camp late last week. I think it’s quite clear that the combination of Monday’s ~25 pt…