Growth in "Production" or growth in "Demand"? If you have both then my thesis of Scarcity is unquestionably wrong. Let us hope I am dead wrong.
Over my work desk is Y.B.'s quote: "In theory, theory and practice work. In practice they do not." I'd rather talk to a sorghum grower in Colombia or a wheat grower in India about the third number on a fertilizer bag than a guy running a commodities fund. That's my prejudice.
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