Comments on: Put this Commodity at the Top of Your Wish List http://www.investmentu.com/2010/January/commodity-wish-list.html Investment Advice and Investment Research with a Contrarian Point of View Thu, 09 Feb 2012 16:06:49 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Charles http://www.investmentu.com/2010/January/commodity-wish-list.html#comment-33722 Charles Wed, 13 Jan 2010 20:23:25 +0000 http://www.investmentu.com/IUEL/2010/January/commodity-wish-list.html#comment-33722 Hi there, great post, but I have to say that I think you're jumping the gun on the supply shock. Yesterday's news out of Washington was that Corn and Soybean crops were at a RECORD high, and prices of both commodities completely bottomed out. Further, the dollar is so weak right now that prices were likely artificially high to begin with and continuee to be so. I would argue that for 2010, grains prices have nowhere to go but down. I covered this today in a post on asset prime: http://assetprime.blogspot.com/2010/01/us-government-to-grains-speculators.html Keep up the great work on the blog, I always enjoy your analysis. Hi there, great post, but I have to say that I think you’re jumping the gun on the supply shock. Yesterday’s news out of Washington was that Corn and Soybean crops were at a RECORD high, and prices of both commodities completely bottomed out. Further, the dollar is so weak right now that prices were likely artificially high to begin with and continuee to be so. I would argue that for 2010, grains prices have nowhere to go but down. I covered this today in a post on asset prime:
http://assetprime.blogspot.com/2010/01/us-government-to-grains-speculators.html

Keep up the great work on the blog, I always enjoy your analysis.

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