October lows have extreme sentiments linked to them making them great multi-month, multi-year and in some cases multi-decade bottoms. We are nearing October 2008. If this looks like just another calendar date, think again.

The start of August is the celebration of the richness of harvest. It is a time for festivals. People step out and celebrate. This is seasonally a good time for food and beverage companies. It was during these weekend jaunts out of Cluj, back at the farmhouse about 80 km away, we started picking plums…