We discuss the soft commodities in this video focusing on cotton, orange juice , coffee, sugar, cocoa and lumber markets. Food inflation starting to tick up the last couple of months.
Every dog has its day, and different asset classes attract capital in investment cycles. Is the agricultural space ripe for a nice long five year run in attracting investment funds as equity markets become less attractive given their obvious overinvestment since the financial crisis as an asset class and quite expensive on any rational valuation metric or model? Financial economics usually play out in fund flow allocation and the natural ebb and flow of the asset and economic business cycle.
