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CS's avatar

that is probaly the reason why Warren Buffett is increasing his stakes in Jap trading companies, not on food, but on commodities and trading companies benefit...

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Russell Clark's avatar

Yes Itochu in particular has a big food element

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Dang Rat's avatar

You should change the name of your site to "If that makes sense"

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Russell Clark's avatar

That makes sense

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David Adams's avatar

Like you I live in the UK and food inflation has been hideous. Difficult to see this changing. My agricultural ETFs haven’t captured this increase and are barely changed from a year ago. Any thoughts on how to benefit from this inflation?

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Russell Clark's avatar

GLD/TLT

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