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  • 13 Agriculture Myths Busted: This Bubble Is Ready to Pop  [View article]
    Great article. I don't know if all these points are right, but there is plenty of food for thought, and enough points with "stickiness" to convince me to stay away from this asset class.

    Re: "myth #4" -- what we can predict is that the "most productive" land today probably won't be so in 20-40 years. Deltas, like Bangledesh, will be too brackish, displacing millions of subsistence farmers. If I had a 50-80 year horizon, I would want to buy up ice fields in Greenland: worthless now, but maybe the world's best grazing land when the glaciers melt.
    Jul 12 15:35 pm |Rating: +2 -1 |Link to Comment
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