QUESTION: Oil prices have fallen at the same time as the US dollar has strengthened versus gold. Coincidence? I suspect the strength of the US dollar starting in July 2014 initiated the selloff in oil prices. There has been a very clear inverse correlation between oil prices and the dollar for many years. The following […]
Agriculture, as an investment sector, is in its infancy. Even though agriculture accounts for 3% of global economic activity, related public markets are still severely under-developed. In addition, the sector has recently been out-of-favor; so many investors are either ignoring or overlooking its longer-term potential.