biosecurity is as good in China as it is here and it seems reasonable that ASF could become a big problem for them.

The morning reports are late being posted but we seem to be on an up-trend now. If Florence puts some plants out of commission, that could be a game changer I suppose.

So we wait and watch. I continue to think that the summer futures won't fall back to where they were a few weeks ago so I am buying dips and selling rallies while riding a few for the long run.

Best wishes,

dhm