jeff a

Buying Fertilizer Stocks In Lieu of Camel Futures

I do not have an MBA... I don't even know a lot about the market but I have spent a great deal of time in Asia and the rising demand for higher protein foods is not going away soon. I also know that people run to AG and commodities when the dollar weakens and despite Larry Krudlow's rantings I see no evidence that the dollar will gain against other currencies.

I'm long MOS but will probably trim it considerably if the ethanol mandate goes away.