Farming Out Government Purchases

"Oil can what?"
--Scarecrow (Wizard of Oz)

Consummate JR in this CNN interview. His thesis is that governments will try to buy markets higher in the major election year. Some data suggest it has been working.

Of course, things didn't work out so well in 2008...

JR continues to pound the table for agricultural commodities. I do like this idea, as ags have been flat to down over the past yr--largely out of step w gold, oil.

Have been adding to my ag position over the past coupla months.

position in CEF, DBA, RJA