Re: Palouser ?
OnceArond..you know that Arti has trouble actually finding the data. For your information, and I think it valuable, as of 6/15/10.
Comm's = net short 113000 cars (565 mil bu about 50% of the carryout hmm)
Index Fund (swap dealers) - net LONG 185000
Spec Funds (managed money) = net SHORT=47000
Comm's = net short 294000 cars (1.5BIL BU = 100% of carryout)
Index Fund (swap dealers) - net LONG 390000
Spec Funds (managed money) = net LONG =32000
Comm's = net short 104000 cars (520mil bu OR 1.5X the carryout...hmmmm)
Index Fund (swap dealers) - net LONG 145000
Spec Funds (managed money) = net LONG =13000
Since producers have 100%of the carryout hedged for c/sb, who exactly
will be forced to sell before late summer? Specs on good weather,
or no one if weather becomes a concern. The charges are packed, will
anything start the fuse? just thoughts