Quote:
Originally Posted by ghak99
I've sold storage down to about as tight as I can. Thinking about selling more now and trying to buy back as needed later in order to get to new crop. It wouldn't be a huge amount, but a dollar is a dollar if it works. Dad says I'm playing with experienced hookers and they'll just leave me a hotel bill and herpes.
He didn't buy tesla in march when I told him to either, so... 
|
One thing I will say on the supply side, is my buddy is the CEO of the coop here and he told me a couple months ago there might be a play in basis (on the sales side) because OUT HERE supply is looking to get tight.
Now, I'm a long way from you and I'm certain our dynamics are entirely different, but that would be the herpes side of this thing if you get tagged with tight supply and have to supplement with something else.
The hotel bill is the part that if you sell now and the runup isn't done, then you're replacing with higher dollar corn.