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Long Grains, Part II
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Long Grains, Part II

A new 'mini' Acorn in wheat with interesting risk/reward dynamics.

May 09, 2023
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Long Grains, Part II
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Summary

  • As previewed in this Monday’s weekly note, we are adding to our agricultural commodity exposure with an additional position in wheat.

  • It’s been the driest April in the US grain belt since 1979 …

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