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OT: Another wonderful morning reading your research and analysis. In reading this post I thought it provided greater insight than just farms:

I have the uneasy feeling it's all going to pop rather painfully but of course cannot predict when.
We have been quietly bubbleized by grain prices--who knew they were all at such historic highs--except farmers. I should have been talking to farmers. Fertilizer recovered from 2008-2009 and while not at the highs seen in the superbubblicious 2008, they are high compared to historical prices pre-2008
2012 may not be a terrible year if there are some crop failures and demand rises, but i would not count on it and would not be buying big positions in anybody right now.

I think the term "bubbleized" is appropriate for my analysis of the present market for stocks. Margins are at near record highs caused in part by a lack of hiring by corporations that have raised cash to again near record levels. This rise in profits comes during a time of very low increases in GDP. Disasters in the Eurozone, China or others are possible. How long can selling increase to unemployed workers, or without massive governmental intervention. Bubbleized indeed.

I agree more broadly: "[I] would not be buying big positions in anybody right now." Sorry for the OT. I just thought it was too perfect.

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