Replies to post #88880 on ajtj99's Market Pulse

[Keith K]

...inflation in disguise.

[ajtj99]

O/T Yup. The container sizes are getting smaller. I noted that here a few months ago.

For example, you need 32-oz. of sauce for 1-Lb. of Spaghetti, but people went from 32-oz., to 28-oz., and now many of them sell in 25-oz. jars. They've dropped it 10% in weight in just the past year.

Flour is way up in price too.

Many of the price increases have fuel as a factor one way or another. Freight or cultivation, fuel is a big factor in price increases.

[chainik]

Commercials are short 10 year T note big time. Really extreme position.

http://www.freecotcharts.com/charts/TY.htm

If rates go up (and based on COT, this is very likely), the market is likely to suffer.