Cattle? Not a good time. Inventories starting to pile up, the packers we deal with in NY, Jersey and Pennsylvania are buying less and I think meat has reached the price where retail won't buy much higher. Nope..... not for me.
As far as Canadian plays..... i'm not touching anything here for now. Norwegian effect on the economy. Oil is THE MAIN driver here. Oil down, we're down. Q2 and Q3 data might be scary.
Having a hell of a good time with oil, though. I just wish I had more time.....
All the best, sir. And thank you!
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