I know you have heard all about it. Wheat, corn, soy, all up egregious percentages as of late.

Again the IMF stating in order to feed the world we need to increase global food production by 50% over the next 5 years.

This morning [[AGU]] states they will have to increase prices. Hate to think I owned that fucker in the low 60’s for a trade.

Now [[IPI]] a recent IPO that I traded is starting to really wake up. I think RC has been in there too since $50.

At any rate for your review: another success of government gone wild.

http://www.tristateobserver.com/modules.php?op=modload&name=News&file=article&sid=10121

The writing is on the wall folks. GCC,DBA,MOO,POT,MOS,CF,IPI,MON,and AGU is where you want to be for the long hall.

Alot of people say the evaluations are to high. I’ve been hearing that crap for two years now. Either this a  great scam or a situtation that pe’s have not caught up to reality.

GS just raised targets the other day on [[MOS]] to $195 from $160 calling for a divi and a buy back soon.

Today [[POT]] said that the next 5 years will be a golden age for them so to speak.

You know what to do. I’m waiting for a pullback.

GLT

by GW