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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: RealMuLan who wrote (28046)3/8/2005 7:14:53 AM
From: russwinter  Read Replies (2) | Respond to of 110194
 
<And this will be the policy for the next decade. So it is not one bullet, it is setting the trend!>

Incentives help, but you still need water, land, and sunlight to grow good crops, and all those are depleting. Plus demand is rising.

Production gaps:
Soybeans: potashcorp.com

Wheat: potashcorp.com

Corn ending stocks:
potashcorp.com

Stratfor: I agree with their China assignment, but they take too much of a US centric, our shit doesn't stink view of things. The US is just a different western school of corrupt crony capitalism.