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Commodity Trading Discussion Forum

Re: Aussie/the billstir

Posted By: cowboy
Date: Thursday, 8 May 2008, at 6:01 p.m.

In Response To: Re: Aussie (Billingsley)

Bill Man--careful with that corn near term. plant window looks to open up in the mid-late may period. Funds are WAY long and may want out and realocate. Feed usage and exports will be down and ethan subsidy is going to get cut just a question of when. I think we may see new highs but need to go lower 1st.
I am short bean meal and oil. bean meal is a pig.
Long cows.
Looking to short the t-bond and long stk mkt after we clean out some.
We see the S&D report on grains in the am and look to find a spot to short corn.
also looking to short gold.
I think we have/are seeing a turn in the $ and int. rates.
Bond highs are in and $ dollar low in.
Agree the Wretched stench of MM's worse than 2lb diaper after a split pea gerbers.

Of course fading all this could make u a wealthy man.

By the way ain't it a rule that ale must be consumed prior to burritos? Otherwise who would eat such? The filling is not discernible to the human eye! Palatable dependant on blood alcohol level!
Bury that stock with a shovel and then bury the shovel!
Best to ya!

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