in the short term you commodity bears will be right. i would reserve the right to run my mouth off for a while. 3-5 years down the road you might be eating your own shoe leather. i own potash and mosiac. yeah i have taking a beating. the only way i'll sell the stocks i at the end of the year for tax puposes. i will have replaced what i sell before i sell. i plan on writing call options waiting for the price to rise. long term the fundementals still call for rising commodity prices. the story has not changed. right now everyone is playing the role of chicken little yelling "The Sky Is Falling"fredi have followed rogers for a long time. i have heard quite a large number of people tell him he is wrong. eventually they usually eat their words.
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