AGCO: Combines May Be The Story in 2008

Sometimes Wall Street gets ahead of itself, and sometimes it doesn't. The current market looks as if the financials are making a huge turnaround and many commodity stocks are pulling back, even in the face of estimates being raised for
the year. I believe that we made a huge step with respect to write offs in financials, but most likely there will continue to be pain. Anyone that ventures into the unknown now had better have long term targets and /or be an expert in
trading, as the markets tip to the extreme on any comments either positive or negative.

I am unsure as to the gold market and other precious metals, and look somewhat positively on the current coal and steel markets, but most of all I believe that the
agricultural markets will continue to roll. Looking at their current run, many have taken the negative side based only on the belief that nothing goes up forever, but I have not seen anything that points to a slowing of agricultural commodities in
the near term.