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I think the balance here is that the article is discussing short term trends in supply and demand, whereas the GG thesis is built more on the thesis that there is a long term trend that will, over time, drive up prices for certain things that are related to feeding a growing population.

I hear you on commodities and share that prejudice. But on the other hand, a well diversified portfolio probably should include some commodity exposure. And agriculture-related commodities have the advantage that they are not necessarily as well correlated with industrial cycles, so they can add some risk-reduction to your portfolio.

I've watched POT for many years and have never invested. I'm seriously considering it, now, though. The company is dominant in their industry. And it looks like the price might be a good opportunity.

Jim
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