Has time come? Thomas Malthus once predict that the population growth would drive us to a world that would crazily need more and more food. So far it has not been the case. In 2008, commodities prices went sharply down. Since then corn, wheat and soy have climbed a lot, near historical highs (in USD terms. In Brazilian Real terms this is much higher than previous high). On the other hand we have gold in the sidelines and oil down sharply.

Has the market realized that food is a scarce merchandise?

I believe that we are in a crisis that is worse than 2008. The financial market euphoria is over. But this time food shall not be impacted like in 2008. Food prices will go up. Real inflation will go up. Wealth will be destructed. Equities and fixed income will have poor returns. The time is to survive.

There will be only two ways of making money: working and farming.

Good luck, time has come.