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| My bet is that Brazil will produce a record bean crop and it will be 3 to 5 mmt bigger than current thought. I believe we are within 5% of the highs in corn and beans but do believe wheat has 10 to 15% left to go.
This week will be critical to prices.
These thought will depend on the actions of the homegrown terrorist, which may take down the USD if the US military is stacking up their bodies like cord wood. | |
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Brazilian production
