Living in Iowa I see a bumper crop in our near future. Knowing several farmers and their fondness to use DE and the tax benefits of upgrading machinery I can't help but believe that De will benefit. 2% div., a 52 week high of $99. and the summer time… More
My going macro thesis is that "soft landing" includes both the word "soft" and the word "landing". Since machinery has been run up nicely as the first word in the phrase has started sinking into the market's consciousness, I decided to fade a couple… More