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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: russwinter who wrote (19930)12/30/2004 2:36:05 PM
From: mishedlo  Read Replies (1) of 116555
 
I think wheat might be the play.
If soybeans have rust everywhere then beans will be the play
They do not grow much wheat in China Yiwu tells me (at least I think I remember that) So perhaps everyone plants corn and beans and we can get wheat futures

Just guessing right now
somehow in the back of my mind I think bean rust is going to be a big problem this year
If that is the case beans should rocket

Mish
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