No, I don’t think so. I’m going with the Fly’s thesis. If we don’t get rain anytime soon, the drought can become a very serious issue.
Currently loaded up on:
MOS LNN MOO POT CORN SYZM SOYB (32% of portfolio)
PRLB TBT (7%)
Long-term equity (9.6%)
Cash 51.4%
Good Hunting!
If you enjoy the content at iBankCoin, please follow us on Twitter