Oldies Are the Best...

After dumping the sugar, the portfolio is trimmed to 9 commodities positions (4 long, 5 short) with the most recent put on March 7th and 8 of the 9 positions dating to February or earlier. No trades today. Emotionally, I would like to buy the tropicals-- sugar and cocoa--the prices seem pretty low and there are big spec shorts according to the CFTC. We'll just wait and see.