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Agricultural commodities
’Stock up on bread now— at least until it rains again
The most well-known wheat crisis to date is the 1972 “Great Grain Robbery,” in which the Soviet Union combated a catastrophic drought that depleted their wheat supply by buying all the available surplus of wheat in the United States. This Soviet spending spree triggered food price hikes worldwide.
Where to find value in a liquidity drunk market
Bonds do it, stocks do it, even educated credit default swaps do it.
We live in strange times, with virtually every non-zero sum asset having embarked on a dizzy rally, all at once.
Since June, the S&P 500 is up 15 per cent,