Is there a site that tracks net fund position with respect to open interest? It seems the only thing that matters anymore is what the funds are doing. I think it's critical to know what they are up to going forward, especially with the U.S. printing trillions. That money has to go somewhere
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http://www.agrimoney.com/news/crop-prices-to-stay-firm-into-2012-says-socgen--2545.html
http://www.agrimoney.com/news/high-crop-prices-to-stay-into-2012-says-goldman--2559.html
-not exactly what your looking for but describes the outlook from a couple bigtimers prespective. probably written by some keener in the big fat picture of whats going on devision with a stamp of approval from a bunch of other keen swingin ***** with phds and such.
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Here is a site with a nice simple graphical representation of the CFTC weekly report. All futures are presented,
Here is the index page: http://www.cotpricecharts.com/commitmentscurrent/
or
For an example, here is Minneapolis wheat:
http://snalaska.net/cot/current/charts/MW.png
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Venture capital looks forward.
US Investments by Top 100 Venture Firms
http://www.tableausoftware.com/public/gallery/2009-investments-vc
This has a relationship to the topic, albeit not directly.
cott and loneranger have prob most of the VC's already on their desktop.
Enjoy, Pars
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