Who's Benefiting from the Agriculture Bust? [View article]
I concur. The meat producers are starting to look a little more appetizing but we still need some more tenderizer before taking a bite with further corn, soy price drops and easier credit.
copper is interesting: PCU - Mexico on perma strike at Cananea; Codelco doing the strike thing yet again; FCX - still disappointing copper veins at Grasberg; BHP and RTP - flooding. LME store dropping to 5 year lows. Does supply and demand trump strenghtening dollar. Any thoughts? I think copper holds close to 4 bucks despite stronger dollar.
Who's Benefiting from the Agriculture Bust? [View article]
Bespoke's Commodity Snapshot (5/1/08) [View article]
Metals, Agriculture Extremely Overbought [View article]