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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Frank Sully who wrote (65625)12/8/2020 8:00:05 AM
From: petal  Respond to of 78820
 
Yeah, water looks more and more compelling the more I look at it. Agricultural land, too.

Seems very tricky to make a water play though. ETFs, sure, but they correlate pretty well with the market. (They ones I have found usually just follow the S&P global water index, which in turn seems to correlate way to much with the S&P 500 for my taste.)

Another one: electricity.
Price is extremely low in Sweden right now. Demand seems pretty stable: prices will likely go up when temporary seasonal fluctuations in supply revert to normal.

Land is easier to invest in, still not easy though (you can't just buy "land futures" like you would coffee futures (I don't think?)).