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Inflation Mega-Trend

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As I've said on another thread - Food, oil, gas, gold and silver are the place to be. Food, in particular (grains etc) is now at the very beginning of a massive bull move.

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We keep hearing about this imminenet collapse because of inflation but it seems they just intend to keep on printy printy to support the stock markets, the house prices and commodities... oh, and the banks... and probably the current political systems in the West.

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Food, in particular (grains etc) is now at the very beginning of a massive bull move.

I think that is the first thing that you have posted that I agree with.

Your thoughts on investing accordingly?

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I think that is the first thing that you have posted that I agree with.

Your thoughts on investing accordingly?

this is a very intersting question - a few agriculture unit trusts exist - Baring and Hugh Hendry and First State, I think, that don't look spectacular, dunno I just feel a FTSE-world index fund seems to invest in similar stuff, what else is 2/3 of the non-US economy if not subsistence?

you can buy whole farms in Slovakia and Poland etc pretty cheaply - got workforce, infrastructure etc

there's an ex-fund Black Rock fund manager doing large scale agribusiness in East Anglia now, if it is possible to invest in him

or various exchange traded products in more direct agricultural commodities, but I am suspicious

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this is a very intersting question - a few agriculture unit trusts exist - Baring and Hugh Hendry and First State, I think, that don't look spectacular, dunno I just feel a FTSE-world index fund seems to invest in similar stuff, what else is 2/3 of the non-US economy if not subsistence?

you can buy whole farms in Slovakia and Poland etc pretty cheaply - got workforce, infrastructure etc

there's an ex-fund Black Rock fund manager doing large scale agribusiness in East Anglia now, if it is possible to invest in him

or various exchange traded products in more direct agricultural commodities, but I am suspicious

water

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water

interesting - but whom and where? what have water companies got to do with, say, monsoon rain management - that is surely hydro-electricity schemes and, locally, civic organisations, and what about reinsurance industry? tricky...

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interesting - but whom and where? what have water companies got to do with, say, monsoon rain management - that is surely hydro-electricity schemes and, locally, civic organisations, and what about reinsurance industry? tricky...

not that im a fan of the fund management industry but this sort of thing

link

“We have identified key drivers within all our investment areas: water supply, water technology, packaged water and environmental services, and apply appropriate investment strategies. For example, within water supply we look at areas with stronger growth such as municipal markets in Eastern Europe, China and USA; within water technology we concentrate on technology leaders and total solution providers; within packaged water we focus on big caps with well-targeted distribution power and within environmental services we look at companies with important landfill activities.”

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I think that is the first thing that you have posted that I agree with.

Your thoughts on investing accordingly?

Tinned tuna. Bargain. ;)

Re the OP article, no offence Nadeem (I'm a fan) but as the head of one of Switzerland's biggest companies used to say (paraphrasing slightly) - If it's not on 1 side of A4 I'm not reading it.

Edited by Red Karma

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  • 259 Brexit, House prices and Summer 2020

    1. 1. Including the effects Brexit, where do you think average UK house prices will be relative to now in June 2020?


      • down 5% +
      • down 2.5%
      • Even
      • up 2.5%
      • up 5%



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