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Sunday, March 28, 2010


beef prices

I was watching the farm report and it looks like beef prices are coming down from a high.... beef is always priced in dollars regardless of the currency used so it competes with farms that have expenses in brazil and australia. I saw one way to play the long term trend of less cattle in australia because of water problems and increased demand from china desertification (and glacier melt).. cattle and palm oil with a little bit of natural rubber. they found a way to increase cattle production and water they have available. I don't know to much about the brazil market, I could stick with one of the pure palm oil and rubber plays on the london or pink sheets.

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