It´s raining !!!!!
Why?
Normally this time of year is hot and dry. Last night it rained on and off all night.
I am not complaining but simply making the observation that I have never experienced this
the past 13+ years.
It is making cotton harvest difficult in Mato Grosso. Sugarcane harvest is being delayed in
Sao Paulo and Goias.
I am watching the evolution of cashflows in Argentina and Brazil for 2015.
Many dynamics factors come into play.
Currency FX, inflation, pre-paid inputs verses projected new crop cashflow,
trade ratio in sacs, possible changes in export tax rates and what does that mean
for Argentine gov´t?, machinery sales on the decline, Presidential election and possible
changes in cabinet, what next?
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