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The Rise of Cotton, the Decline of Supply

Part one of the thesis is in place... GLG was right, I updated the spot price for cotton to reflect feb's increase and in return produced acerage count of 9.13 ) 3% margin of error from as reported.

Part two will be born out as supply/demand is shown throughout the world helping to bring down America's 9m bale inventory. America's stock is much more loose then the rest of the world.

Look for Thursday's export numbers, look for April 9th USDA report and get long may cotton below 71... and long dec below 79.