Most investors are nothing short of stumped when it comes to investing in agriculture, which is rather strange when you consider every investors eats three times a day.
Oh and global grain stocks now down to 39 days. Put simply 39 days between being fed or being dead. That figure has come down from 120 days of stocks in 1999. Consumers unbeknown to themselves are praying for a good season next year or we could well see prices further hyperinflate and shortages perpetuate. When stocks are low, people (farmers, food insecure nations etc) hoard.
