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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: RJA_ who wrote (92321)3/17/2008 9:56:42 AM
From: bart13   of 110194
 
The biggest issue by far with ag commodities by far is weather, followed by actual world stocks. Until stocks show any indication of reversing the draw downs, I'm bullish on ag commodities overall, but less so on stocks that aren't well correlated to underlying commodities.

Cattle and hogs are still bearish since feed and other costs are still encouraging folk to slaughter existing stock. I have little clue what it will take for them to bottom, other than time.



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