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amarksp

02/06/07 9:50 PM

#17732 RE: Frank Pembleton #17731

Me too, over 80% in cash and treasury bonds... Makes for a less stressful tax season...

What is your opinion on Soft Commodities, specifically Corn, Wheat, Sugar, and Soy Beans...?? In my fundamentalist pea-brain view, appears to me Soft Commodities are undervalued for a longer term play... Any opinion here, I noted your comment the other day that longer term you were optimistic only on gold/silver and oil/gas for the rest of 2007. Please advise.

Thanks!