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JGK » Comments » MON
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The Global Agricultural Boom: No Bubbles Here [View article]
I actually think you and Michael are on the same page. His article and supporting arguments are entirely pointed at ag goods. He doesn't even mention ag service providers until the last paragraph where he says we may want to ignore the massive growth in earnings. Now he should have added that one extra sentence to complete the thought... ag service providers have a bubble forming...until of course someone figures out that potash can be used to seed clouds and solve global drought ;)