More Pain

Right now I must admit that I am feeling extemely conflicted about the current market.  Part of me wants to pull the eject lever and run for the hills.  The other part wants to stay in out of morbid curiosity and just see what happens next.  Right now there are a lot of investment banks that are changing their leverage and margin requirements, like the company I trade with for example has nearly tripled the requirements of some of the more volatile commodities of late, even the ones with daily trading limits, simply because they've been hitting these limits almost daily for the past week, up and down!  

Then you look across the street and you see fantastic fundamentals lining up.  You see dramatically increased consumption not only in the emerging markets and developing countries, but you also see a new paradigm of using the food that we grow as a source of energy.  All of this demand is mounting and prices are reacting by dropping by record amounts...  It just doesn't add up.  Somewhere, sometime, a more appropriate move to the upside will begin again, and I am sure that I want to be a part of that, it's just this suicide ride right now that I'm unsure of.  I'll keep you posted about how long I hang in and what I'm up to.