'Investment fund allocation' equates to a long position in raw commodities. Global economic realities temper all predictions. However, there seems to be enough 'regeneration/recovery' to induce inflation fears and a commodity hedge appears favorable. Beans, corn, wheat and crude attained new monthly highs overnight. The US dollar fell to a new 2009 low. The Chinese economy show signs of a turnaround. The 'global manufacturing gorilla' makes a turn and the rest of the gang reacts. There are some positive fundamentals, but not nearly strong enough to justify such price exuberance.

SWW track values will hitch a ride on the CBOT train. Nothing like a solid pre-havest rally to alter marketing plans and question current stratigies.