I think the ag story has gotten a bit too crowded.

The last thing a German Wall Street investment bank wants to do here is be caught driving up the cost of food and clothing fibers with leveraged anything.

I had no idea how important Monsanto seeds were to the US sugar supply until I read this:

Higher agricultural commodity costs are finding their way into animal proteins. Right on schedule.

Yes Yes Y’all – your links are ready.

A Great Food Crisis in 2011?

You guys know my long-term investment thesis on the Ag bull market (it will last decades) so I thought I’d share this little affirmation directly from the Horse’s Mouth…

Infograph.

A look at some pantry price jumps.

Agflation is becoming apparent in supermarket prices. Keep pumping money, Ben.