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:

  1. Anil karanam10:41 AM

    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

    ReplyDelete
  2. Brett Owens12:15 PM

    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

    ReplyDelete