Sold all my corn futures & DE stock. Sold all my big cap stocks except energy and AAPL. I really don't like this rip up on the CPI number. Seems like beefer panic - performance chasing. And I don't see why stocks are holding up. I thought that number this AM was bearish news. In my mind, that is the "relief" order I was waiting for.
And my private weather guy says he expects a warm dry spring so the farmers can get the big crop in. So I think a corn pullback might occur & I'll buy it, for a hot summer play. I expect much volatility in corn this spring. I have a cheapy option straddle in December corn & will swing trade it. I am keeping all my deferred livestock positions.
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