Letters Week of July 23: Commodities, Liquidity and Telstra

Readers discuss the soft commodity squeeze, ask about liquidity in shares and consider the future of Telstra, along with China's growth levels.

Regarding the Kohler’s Graph ‘The Wheat, Corn and Soy Price Squeeze’ I was wondering if Alan could do the same graphs for a similar period 2008. I previously worked at Landmark Finance/AWB. I am wondering if there are some characteristics similar to that period?

What I observed was:

1. We saw a significant increase in deposits in regional Australia. I am observing this pattern again.

2. Commodity Prices spiked due to drought in Australia – this time in USA

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