Mar. 28 at 4:58 AM
Will be rotating dry powder and profits from oil & gas plays into agriculture. It's a commodities market bonanza and will be for 1-2 years. Short the virtual long the physical in 2026. Metals and miners, then oil and chemicals, then agriculture. Most attractive are
$ADM and
$BG for the biofuels exposure.
$CTVA.
$CALM Because of the strong financials and well beef prices are going to get astronomically expensive soon. We'll long for the days of
$6 a pound ground beef. And
$IPI
Chart for the short bus riders.
Good luck and keep your wits about ya. Especially Mondays and Tuesdays. Ole orangey really loves to pump SPY on Mondays.
