Stocks: Agriculture as an alternative to PM investments in an inflationary environment

[cubical]

POT and MOS might be the best ag plays out there. It is tough to get exposure, unless you want to invest in the Tysons of the world. SAFM might be worth looking into, but I don't know much about it right now.

 

[swissaustrian]

SA, what do you think about crude oil?

Same thing, basicly. Short term overbought. The gap between west texas crude (WTI) and brent crude is pretty weird. I´ve started a thread on that here:
http://www.ronpaulforums.com/showthread.php?320085-OIL-PRICES-The-growing-gap-between-WTI-and-Brent

With regards to oil stocks, I would be careful. The big names are all heavily involved in the Middle East. If we get a major war over there like Iran vs. Israel or Iran vs. Saudi Arabia things could get ugly for oil companies.
I prefer Norwegian Statoil and Brazilian Petrobras as they have no exposure to the Middle East. But keep in mind: These are both state owned companies, so you have significant political interference into business issues.

 

[swissaustrian]

Jim Rogers expects strong support for agricultural commodities out of China


Agriculture: safe haven according to Jim Rogers

 

[Steven Douglas]

I love Jim Rogers so much.

In that video he underscores the fact that Ponzi driven economies are ALWAYS driven by the largest parasites.

China would love nothing more than to get inflation under control - but too many party members are also speculative property owners who don't want their wealth affected. Not now, at least. Wait a bit more, please. Always. And forever. Just like us. Until it is too late for anyone.