AGS: THE NEXT ROLLING BUBBLE?

The 'tourist explains why he is taking a long grain position

Lately, I have been writing some more technical stuff, so it’s time for a quick, fun, fast one.

I don’t know about you, but my inbox is stuffed full of research pieces about inflation. There are lots of ways to play this period of rising prices, but I am always a little more attracted to themes that have slipped below the radar.

I have written about this…