Another reason I don't own stocks...

Consider this business report from CNNMoney.com:

Despite the surge in corn demand, David A. Bleustein backed his "Neutral" rating for Deere & Co., saying its shares appear fairly valued, and "Sell" ratings for Agco Corp. and CNH Global NV, citing concerns about their valuations and the risk of earnings disappointments.

"Given that the harvest is largely complete, we expect reduced levels of commodity price volatility over the next few months, which we believe reduces the near term risk to the farm equipment stocks," Bleustein wrote in a note to investors.

Here's how some key farm equipment companies fared Monday:

Deere rose $5.43, or 6.1 percent, to $94.69, a new 52-week high.

Agco rose $4.25, or 6.7 percent, to 68.05.

CNH rose $4.61, or 7.8 percent, to $63.41.

Umm, it's January 15 and Bleustein sagely notes the "harvest is largely over"? "Reduced volatility"? Where is he doing his research - MTV?

And this guy is one of the best analysts on the street.

Still, note the market response for ag machinery maker shares. Selling to farmers is a good place to be right now.

That is, if you can get any machines to sell.