Agricultural led recovery from recession anybody?$John Deere(DE)$$Caterpillar(CAT)$$Tractor Supply(TSCO)$
The world needs to be fed and primary producers worldwide stand to gain from higher commodity prices in local currency due to usd appreciation.
Disruption due to the Ukraine war is also likely to push food demand higher and flow into industries supporting farming.
More efficient food production with modern machinery, lower fuel consumption and emissions should see increased demand for quality products from companies supplying farming.
The best hedge against future inflation for large capital purchases like a new tractor replacement is to have it paid and sitting in the shed.
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