Don Coxe on Food Crisis

I can't embed the video but here is a link of Don Coxe on the Food Crisis. First time I've ever "seen him", my brother in intellect. ;) He agrees with me on the "food protectionism" & "social unrest" angles... big time.

Almost every solution Coxe offers (which are legitimate) would require worldwide government cooperation along with bringing down each country's protectionism towards their own farmers (not going to happen)

He also agrees with me on the coming meat inflation [Apr 23: Initiating iPath DJ Livestock ETN (COW)] - I will be early on this one but give me a year.

A worthwhile 8 minutes... I'd urge you to pray for good weather globally during each of those 8 minutes.

On the bright side, as the world devolves into anarchy over food, we (along with Russia) are the Saudia Arabia of food ;) I continue to believe productive global farmland will be among the best returning asset classes for decades.

[Jan 18: One Lonely Voice Agrees with Me on Food Inflation]

Long fertilizers, long COW; long fertilizers in personal account