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Here's some food for thought

|Includes: AGU, Potash Corporation of Saskatchewan Inc. (POT)

Last month’s Retail Sales figures continue to look good as we head into the final weeks of the holiday season. However, I think the true story of the day should be the growing concerns of inflation globally. It seems that these concerns aren’t just in China anymore; the UK reported a rise in CPI of 3.3% for the month of November. Ben Bernanke is correct in stating that the U.S. continues to have overall low levels of inflation; 1.20% CPI for the month of November. What bothers me is that Bernanke and Financial media have had limited discussion over rising food prices. In case you didn’t hear agricultural commodities are currently trending at 30.32% for the year. Not to alarm anyone, but we are at a pace that nearly doubles that of our High Inflation scenario.

Scenario high inflation -

One lesson history has taught us is that people will tolerate incompetent and often oppressive governments. But once the price of food starts to go up, heads will to roll. Just ask Marie Antoinette. If this trend persists fertilizer might be the play. Check out Potash CP Saskatchew (POT) and Agrium Inc. (AGU).

Every Farm needs good Fertilizer -

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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.