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The CommStock Report: Underinvestment in commodity CAPEX is bullish!

There are a lot of axions relative to agriculture markets that are the result of long-time experience. Examples are "short crop long tail" where when production is curtailed and demand is squeezed that price highs tend to come contra-seasonally at harvest. Another is, "plant in the dust and the grain bins will bust" which is an observation that dry springs do not necessarily mean summer droughts. Highs tend to come early in the season as well under that scenario.

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