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.

Potash, Mosaic Are Looking Fertile

I do think there will be a sector rotation but despite bullish sentiment, financial, consumer discretionary and tech sectors worry me even if the talking heads are saying we hit bottom. Even though I got MOS at $100 every time I sell stuff off because of corrections, I regret it later. Besides, I spend 3 months a year in China... the demand for raw materials and ag is staggering.