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Hey - my Cargill rep forwarded a link to an Outlook 2008 Webcast [Full disclosure: sponsored by Cargill] by Steven Johnson. For an economist he gets pretty excited during the presentation.
For an economist.
Still, while there were no earth-shattering new pronouncements, I think it gives some sober, unbiased analysis to balance your own expectations. I appreciated the work, and once again kiss my computer for being able to get this info without traveling or using up prime working hours.
Here is the link.