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Strategies & Market Trends : Currencies and the Global Capital Markets

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To: Paul Berliner who wrote (1986)	7/22/1999 12:31:00 PM
From: Joan Osland Graffius	Read Replies (1) of 3536

Paul, Re: grains and beans. I have also been following the soft asset prices. We have land in North Dakota and the crop is going to be a disaster in the middle of the Red River Valley. This is not the worlds crop, but significant as far as durum wheat is concerned. The only qualification would be if Russia has a bumper crop and can get it to market. I am playing this with ADM, but have not paired it with a hedge at this point. My choices for hedge pairs are ADM, IMC, IBC and MWGB. I am doing research to see just how best to pair the stocks. I am also looking for better ideas than the ones I have at the moment. Joan

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