Back home. Got the last images out of the camera and into the computer.
It was a good trip. Where to now?
Did some work on my investments today. Sent some stocks to my foundation. Sold out my entire Nash Finch position. Bulls get rich, Bears get rich, Pigs get slaughtered. Took my profits and spent the proceeds on Potash, John Deere and E.I. du Pont de Nemours and Company – aka du Pont. Why? Russian weather.
The Russian wheat crop is toast. North American farmers will ramp up wheat production. What will they need? Fertilizer – Potash. New gear to process the wheat – John Deere – and seeds -du Pont. That is the rationale.