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FYI: After the announced Amazon-Whole Foods deal all we heard was about food deflation at the same time the CRB food index was breaking out to a one year high which I’ve pointed out a few times over the past few weeks. Well, in case you’ve missed the activity over the past few days, this index is just 2 pts from touching its highest level since December 2014 as wheat has busted higher, corn is near a one year high and the price of soybeans is up 7% in the past 7 trading days. Regards, Ted http://ritholtz.com/2017/07/agriculture-stocks-value-play/
