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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Smiling Bob who wrote (107659)3/3/2008 10:47:45 AM
From: John VosillaRead Replies (3) | Respond to of 306849
 
agricultural chemicals sector has oil beat by a wide margin now..going to browse the whole group beyond Monsanto..this stuff is bubbling now like housing/financials were 2 years ago<g>

finance.yahoo.com



To: Smiling Bob who wrote (107659)3/3/2008 11:21:57 AM
From: patron_anejo_por_favorRespond to of 306849
 
I think it's overdone. I'm not short, but I'm fully hedged on my long term longs (COS) in the sector.



To: Smiling Bob who wrote (107659)3/3/2008 11:28:22 AM
From: Archie MeetiesRespond to of 306849
 
Maybe it's overblown, but it's been that way now for a year.

You'd not believe it from the price, but US inventories were way above average last year during the run from 60 to 100. They're above average again. The disconnect can go on for a long time.

One of the biggest trades working right now is the short usd/long oil trade.


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