johnbee

Global Food Index: Food and Ag Outlook

A recent Economist Intelligence article was not bullish for the ag sector, as most stocks are plentiful, but they did not take into account buying ag as a hedge against currency devaluation.

Bulls Are Hungry for Grains

Eating is the best reason that these are the best currency and downside hedges in the market. Other commodities have had their best rise. DBA etc are still not too far off the bottom.


On May 06 11:14 AM Cetin Hakimoglu wrote:

> This will be a repeat of the 2002-2008 grain bull market. No decoupling.
> 6 billion people need to eat, and desire a high protein meat based
> diets. That's why I'm long POT, which always seems to go up.

Five Reasons to Invest in Agriculture

Has to be a good argument in comparison to Gold but one good reason to beware DBA and similar is that there have been three very good harvest years and food stocks are very high. wait to see who plants what since farmers are not buying expensive fertiliser right now.