General Comments Consumers can be more flexible with gasoline consumption than food consumption, so it does not make a lot of sense that European economic events are driving gasoline prices up and grain prices down. It seems to be more logical that adjustment of trade positions is more of a cause for today's selling activity.The worst situation of any fund manager is to present his client with a negative quarterly statement after the client knows that position was recently in the black. Furthermore, the large funds often trade in multiple commodities and their rebalancing can become increasingly active at the end of a quarter. While perhaps less obvious, the rebalancing of positions by funds is as real a fundamental factor as labor prote...