Replies to post #18756 on The Rising Influence of Rising Affluence

[MadCityCyclone]

Maybe. But you can't deny that ag/DE is cyclical.

[DewDiligence]

(DE)—From the Barron’s FMC/CTVA piece:

https://www.barrons.com/articles/dowdupont-spinoff-corteva-is-a-new-agriculture-stock-fmc-stock-is-safer-51558744833

…farming is cyclical—the weather will change and crop prices will rise. More important, from an investment perspective, the agriculture business is uncorrelated with the broader economy, which can help protect an investor’s portfolio.

This is what I was trying to say in #msg-148908434, but Barron’s says it better.