Brian Kelly

Reflation Trade? Not for Agriculture

While I agree with your long term analysis of the ag sector, in the short term there are backed-up inventories in the supply chain that will impact this sector during the spring planing season.


On Feb 13 10:01 AM sliman wrote:

> You are about 6 months late on your short. Higher world wide demand
> for food plus droughts in several countries will lead to higher demand
> for ag products. These companies are cash rich and can pull back
> on production waiting for demand to pick up. You have to eat.