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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Haim R. Branisteanu who wrote (11710)4/11/2004 7:56:07 PM
From: russwinter  Read Replies (2) of 110194
 
It's logical that at over $10 a bushel, just about everybody is going to convert some corn acreage to soybeans. That's why I think corn could be the next grain shortage item. In fact the inventories are lower there than in soybeans.

So I translate those comments on soybeans as a wash given that consumption merely offsets new supply. This in turn leads to a corn shortage. Pay me now, or me me later.
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