tag:blogger.com,1999:blog-2335748440449035592.post5139308156191985936..comments2009-03-04T21:08:07.888-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2335748440449035592.post-44488532492455913392009-03-04T21:08:00.000-05:002009-03-04T21:08:00.000-05:00TM... I've got my jogging shoes on, and running with the crowd. 'Bay to Breakers'... If they jog down Market St, I try to beat them to Market St. If they go down Figeroa St, me too. If you see me diverging from the crowd, please throw something at me. <BR/><BR/>jeganUrbaneGorillahttp://www.blogger.com/profile/05850061548373752817noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-72368772786412467572009-03-04T18:58:00.000-05:002009-03-04T18:58:00.000-05:00the mob is not necessarily right<BR/><BR/>but hard to fight ;)<BR/><BR/>I dont buy the China thing one bit ... on a RELATIVE basis yes. but on an absolute basis no.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-86225599291420333442009-03-04T18:40:00.000-05:002009-03-04T18:40:00.000-05:00Similar discounting is occurring in steel as well. I'm not sure why there is so much bullish chatter about steel companies. Course dummy me! I had to go buy Us Steel today expecting a pop on that noise, only to close it about an hour later as I realized it was just plain silly. I just don;t buy the China story yet. I don't see the Baltic Dry as anything more than a minor reversion and am fascinated with people buying the AG names or commodities yet. Maybe I need to stop reading as many obscure feeds from China,and the various industries as I do, and just jump in with the crowd. They say "Don't try to outthink the market. Let the market provide the direction". Hmmm .. <BR/><BR/>jeganUrbaneGorillahttp://www.blogger.com/profile/05850061548373752817noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-79950450496643083892009-03-04T15:04:00.000-05:002009-03-04T15:04:00.000-05:00agriculture is and will remain my fav sector for years.<BR/><BR/>what the stock does in the next 72 hours is unknowable. perhaps market rally will let it bounce.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-80915535779674418662009-03-04T14:47:00.000-05:002009-03-04T14:47:00.000-05:00Morgan Stanley says buy POT Goldman is cautious. With several countries having droughts (inc. china) it seems potash will be in high demand. any thoughts?slimanhttp://www.blogger.com/profile/02885545198067762872noreply@blogger.com