Tuesday, April 01, 2008

Rude Awakening: "D" is for Demand

Great job by Dan Denning and the Rude Awakening crew on today's article.

They make the case that a steep decline in agriculture is unlikely. Only a decrease in demand would trigger that, and that does not appear likely at this point in time.

2 comments:

Anil karanam said...

Hi Brett,

Saw this article on Rice
http://news.bbc.co.uk/2/hi/south_asia/7323713.stm

I don't know if it has any direct co-relation to RR futures here..what do you think ?

anil

Brett Owens said...

Hi Anil,

Thanks for the heads up - I think so, I think this helps our RR bull. These things all move in tandem. Just dumping more fuel on the fire.

Brett

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