Agro Sector Ideas

[gfp927z]

Dew, Just curious if you have modified your allocation strategies in light of current developments? Thanks.

It will be difficult to sit pat with a large stock allocation knowing that a key Fed goal is to tank the stock market.

Much of the recent inflation has been due to the Covid supply chain and labor disruptions, and now compounded by the upheaval in the oil/gas markets. The Fed has no control over these factors, so they will use the tools they have - tightening credit, replacing QE with QT, plus deliberately tanking the stock market (yikes). So a bear market could be looming ahead for stocks, though I guess on the bright side there should be a lot of bargains created.

Btw, just curious if you have heard anything from Bladerunner? I know he's had cancer, and his last post was in Jan. Hopefully he's OK.