goldman identifies 3 big things; one is potash

Hedge against inflation by potash stocks! Another interesting point!
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Goldman Identifies 3 Big Things That Hedge Funds Are Doing With Their $1.2 Trillion In Equity Assets

Source: http://www.businessinsider.com/goldman-identifies-
3-big-things-that-hedge-funds-are-doing-with-their-12-trillion-in-equity-assets-2011-2

Goldman's David Kostin identifies three big trends from the last hedge fund 13-Fs, and what they're doing with their $1.2 trillion in equity assets:

Hedge funds own gold in response to a fear of rising inflation:
Hedge funds own $23 billion of long positions in Gold Stocks and ETFs with approximately $8.6 billion or 38% of their exposure held in the form of the SPDR Gold Trust ETF (GLD). Hedge Funds own an additional $9 billion in Fertilizers & Agricultural Chemicals stocks and Agricultural ETFs, including $4 billion of Potash (POT) as a consequence of M&A activity.