Wanneer wordt ons brood weer duurder?
Zo vlak voor de verkiezingen wordt ons juichend medegedeeld dat de inflatie vorige maand negatief was.
Inmiddels zijn de prijzen van allerlei grondstoffen weer flink aan het stijgen.
De deflatie zal dus van korte duur zijn, en menigeen vreest dat we binnen niet al te lange tijd tegen zeer forse inflatiecijfers moeten aankijken.
In dit artikel wordt beweerd dat er dit jaar weer problemen op de graanmarkt gaan ontstaan:
http://www.marketoracle.co.uk/Article10854.html
Dit is de inleiding:
"Investing in agriculture today will be like investing in the oil sector in 2001-2002," writes Mark McLornan in the May issue of Marc Faber's Gloom Boom & Doom Report. McLornan runs a fund that invests in farmland. Some of his on-the-ground observations confirm many of the things I've been telling my readers for the past several years.
As for likening agriculture today to oil in 2001-2002, an investor's pulse quickens. We all know the great run oil stocks had as the price of oil sprinted from under $30 to a peak of $143 per barrel. Investors made hundreds-of-percent gains – even thousands-of-percent gains. What most investors forget is that oil prices halved from 2000 to the bottom in 2001 before the great run-up. The same sort of setup seems to exist in agriculture.
In agriculture, most commodities are half or so of their June 2008 highs. This is the pause that refreshes. All the kindling that turned them ablaze in 2008 – rice was trading for $1,000 per ton – are still in place for a much bigger surge this time around."