Still pottering around looking for buying opportunities in the old world stocks only to find entry points becoming expensive lessons. Banks, financials, base metals miners ... where did it all go so horribly wrong?
The answer ... who cares? The market only rewards those that are right.
Those who have appreciated the growth markets in needs based commodities like food are enjoying in most cases positive results for the year to date. This is set to continue as you would have to envisage the continued battering knocks investors heads in line.
Many fail to understand that agriculture is in fact a DOUBLE PLAY. You are playing hunger for food as well as energy since agricultural commodities are increasingly being used to power cars, fire power stations and provide feedstock to value added products like plastics.
Think fertilizer (No. 1), herbicides, low cost producers of foodstuffs (NOT retailers), land holders (ag property trusts) and operators of essential agricultural infrastructure.
