Investing in Commodity Markets

The commodity area is interesting because it's much harder to trade from this on a short side for commodities, even though you should be symmetric in terms of your behavior. Once you see that we were at the end of the super cycle, and I think it was much tougher to make money in some of those commodity markets. Plus we did have a problem is that there were no big weather events. And given the globalization of the grain markets to such is that we never had that localized, you know, weather shock that you could really exploit.

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