Ethanol, Ethanol, Ethanol!!!

With all this energy talk, I've got to think that DD and MON are the ways to play this ethanol game. They make the seeds for the corn. People have to go to them if you want to grow more corn. DE and CAR are two more great plays as people have to buy more capital goods to harvest and process the corn. In addition, if the rates start to come down and companies begin investing in capital goods again, we'll start the cycle where CAT and DE excel. I'm going to research Jim Cramer's cycle chart from his two investing books and see if a rate cut will help these two along as I suspect.