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Strategies & Market Trends : Value Investing
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To: Johnny Canuck who wrote (78051)9/8/2025 3:52:42 PM
From: E_K_S   of 78495
 
It's hard to say. The Brazil Tariffs could impact demand/supply.

Commodities are all higher on inflation and food items are in that group. US corn used in ethanol which is priced by WTI rates. OPEC over the weekend will hold up on increasing supplies.

I like ASIX for their fertilizer production and also own UAN.

I am generally bullish on everything Ag because of inflation and/or possibility of Stagflation.

Hard to say what the best play is so I have a basket of AG stocks mostly all US domiciled. I do own a few EU Ag machinery and have exposure to AG Farm fishing in Norway.

All the Ag production use fertilizer but some of the Canadian Potash may be tariffed.

I would say watch commodity prices like DBA

Invesco DB Agriculture Fund (DBA): This is one of the most popular broad-based agricultural commodity ETFs. It tracks a basket of futures contracts for a variety of commodities, including corn, soybeans, wheat, sugar, coffee, and livestock.
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