ZW2312 (Wheat - Dec 2023)
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avatarblashblash
2023-05-31
5 mins quick post June is here, and my thesis from Jan is still wrong But I changed my mind in March (Like i said in my March post) The $USD Index(USDindex.FOREX)$   maintains strength Commodity currencies are down. The Canadian loonie weak. $Canadian Dollar - main 2212(CADmain)$   The price of wheat has dropped a lot.  $Wheat - Dec 2023(ZW2312)$   Despite possible El Niño weather. I didnt dare to bet due to conflicting views.  Hindsight 20/20 Will my Jan thesis continue to be wrong Or will it reverse So far seems like same old same old 2% inflation still a myth Personally, it was a good month. Mitsubishi Electric,