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To: El Canadiense who wrote (89159)8/12/2007 9:37:15 PM
From: Tommaso  Read Replies (1) | Respond to of 206212
 
Coxe is bullish on sugar as well. Jim Rogers is VERY bullish.

DBA is rebalanced periodically to keep it 25% each in sugar, soybeans, wheat, and corn. I have a very large position in it.



To: El Canadiense who wrote (89159)8/13/2007 12:40:01 AM
From: tcd  Respond to of 206212
 
He mentioned MON (Monsanto) as a pure play and POT (Potash). I think TRA Terra Nitrogen is another beneficiary.

td



To: El Canadiense who wrote (89159)8/13/2007 1:26:26 AM
From: Cogito Ergo Sum  Respond to of 206212
 
Some agri ideas here.
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