Unlike the global water shortage, the global food shortage has presented compelling investment opportunities. Farms, farm equipment makers, seed/fertilizer/herbicide companies are all raking it in.
I have owned Potash (POT) and John Deere (DE) for about a year. Now that every stock in the sector has doubled it seems so obvious — sure wish I had bought more! Fortunately, the agriculture sector is in a mega-boom that will last for years.
See today’s Jubak’s Journal for an overview of the reasons for the boom and why it will continue for at least a decade.