I told you before and I will tell you again: milk the farmer ahead of planting season. Fortunately, my two largest positions, AGU and MOS, are screaming higher today on the back of better than expected earnings from AGU. However, the strength is more than just one name. Look at ANDE. The entire farm industry is smoking hot, thanks to insane commodity prices. Farmers are rich as fuck now. Milk them.
Without a doubt, both AGU and MOS will eclipse $100 this year. I am not selling any time soon. As a matter of fact, I should not have sold out of my TEX. I need to buy that fucker back.
Look, last year I had epic debates with Jakegint, regarding inflation versus deflation. Jake was right. The Fed really is crazy and doesn’t give a shit about the guy working 3 jobs to put food on the table. This all ends badly, as this policy is unsustainable. But it can last a long time. Hell, by law, the Fed can lend money to people, directly. If the banks freeze up, look for the Fed to step in and be the lender of last resort. All of this fuckery leads to one destination: inflation
There are small stocks worth a look, like KBX and MDW. But don’t focus on the outliers. Buy the leaders first, then mess around with the garbage. Otherwise, you will build a reputation for playing with trash, like some sort of upright walking pig. The other brokers will talk shit about you in between long lines of blow. They will call you names like “piker” and “cold caller.” Trust me, you don’t want that.
Top picks into dollar death: EXK, NGD, AGU, MOS
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