MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
Macro Voices
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Investing in the Real Commodities?
Fertilizer stocks have had big runs over the ast a year and a half or so, but they still represent tremendous investment. You take stocks like mosaic, and i've followed mose for almost 35 years, and i know its history very, very well. We're talking about being able to lower their cash costs significantly from here on out.
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