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Stocks May Not Fully Correct Until 2010

If Chris is correct, what is likely is that the market will go down in the second quarter of next year. The old "sell in May and go away" may again apply. If you followed that this year, you missed a big run up. Next year it is likely to apply again.

d.

Thursday Outlook: Commodities, Emerging Markets

Dave, please add MOO back to your list. I think that we will be looking at agi again when the drought in the southern hemisphere becomes more pronounced.

Archer Daniels Midland's Quiet Expansion

VLO has placed a $280mm bid for five of VSE's plants. As these are dry milling plants, they can only produce ethanol and animal feed. So they may not have much appeal to ADM, as ADM has two wet milling palnts coming online in the next twelve months.

Six Reasons Small Caps Could Lead the 2009 Rally

"If the feeling takes hold that the war on deflation has been won – and just as importantly, that the banks are beginning to lend again –"

Two very big "if's". Until the banks actively start lending to same caps (or anyone else for that matter), small caps will be a hard place to be.

Is EPA Ethanol Mandate a Joke?

Almost agree with you. Ethanol makes gasoline burn cleaner and is used to boost octane. It is very efficient up to a 10% consentration.


On Jun 12 08:11 PM gashog wrote:

> We really should go in the opposite direction to these ill conceived
> and scientifically nonsense ideas that adding additives like ethanol
> will help us drop our dependency on foreign (Arab) oil. Since it
> can be verified thermodynamically that ethanol has less energy per
> gallon than pure gasoline and that today's modern cars and vehicles
> with catalytic converters and other emissions controllers prevent
> the tailpipe gases from fouling the air quality the incorrect idea
> that oxygenated fuels would improve emissions quality should be changed.
> Today's cars and trucks will get more miles per gallon from pure
> 100% gasoline fuels that are refined from DOMESTIC oil field sources
> (like the Alaskan oil fields and offshore oil fields which are being
> developed by the Chinese with Cuban help!). Americans should wake
> up and admit that inorder to enjoy energy independence we must start
> developing our own natural resorces and stop buying the oil from
> the Middleeast. Tell our Congress to approve domestic oil production
> and use what God gave us. Use the Corn for food and beef on cornfed
> diets will be mad-cow-free and the costs of everything will drop
> while USA productivity and inflation will improve!