tag:blogger.com,1999:blog-2335748440449035592.post704688699474473481..comments2008-07-28T17:03:25.293-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-74138492268178668182008-07-28T17:03:00.000-04:002008-07-28T17:03:00.000-04:00No doubt, at least it's not going down in value, unlike a lot of my long positions.Wezhttp://www.blogger.com/profile/08972841161677185051noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-13007194516511934702008-07-28T16:32:00.000-04:002008-07-28T16:32:00.000-04:00That's actually been my thesis if you read the archives almost verbatim.<BR/><BR/>It is just taking forever to play out. You know how it is in this instant gratification society ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-75320409020672797572008-07-28T16:28:00.000-04:002008-07-28T16:28:00.000-04:00The thinking with COW is ranchers are dumping their herds on the market right now because of the cost to feed them....which means temporary oversupply....which of course leads to under supply later on.Wezhttp://www.blogger.com/profile/08972841161677185051noreply@blogger.com