I'm Buying: Slow, Boring, and Powerful

It’s time to start leaning back into agriculture.

We’re getting closer to a real catalyst for agricultural stocks to move higher, and the setup is starting to look familiar. Leadership is broadening across the market. Regional banks are firming up. Energy stocks are working higher again. Cyclical areas are quietly joining the party. That combination matters.

Agriculture doesn’t move in isolation. It tends to follow when liquidity improves, input costs stabilize, and capital rotates toward real assets. We’re seeing the early signs of that rotation now.

We already have exposure through Deere & Company, which remains a core holding. But for the long-term allocation, it makes sense to broaden that exposure across the agricultural value chain.