The beautiful thing about the quality agriculture stocks is that it is not going to take a lot of liquidity to pump these stocks back up. It wouldn't surprise me to see any or all of them back trading a their records within 6 months. Can't say the same for the financials and other deteriorting sectors of the economy.
Its all going to be about food and in that very fact is bad news for every other investment theme out there ... food prices are about to skyrocket on the back of hyperinflating meat and animal protein prices. They're the foods that inflation of hits hardest in the developed world.
