"I know you have been following this corn theme a lot over the last year. Have you heard from your Chicago based contact on the health of this year's crop? The article below is interesting and a little scary. See you soon in Vermont."

David Fuller's view No I have not, at least not on corn. He is sensibly summering and cycling in Provance.

However, I would be surprised if he was not bullish. Watch out if corn (monthly & weekly) sustains a break above $8, although I do not think this will happen while stock markets are very weak.

Thanks for the article which is right in line with our secular theme for commodities: Supply Inelasticity Meets Rising Demand. I look forward to seeing you again at The Contrary Opinion Forum.