So we've got climate agencies around the world screaming that this year's El Nino is gonna be brutal. Those of you who don't believe in science might want to skip this discussion. For the smarties, where is the money making trade for the next 6-12 months? I ran the question past a few AIs and got only some consensus. At the top was LNN. They sell mechanized irrigation systems which are crucial during farm-level drought. BG is another as a pure agribusiness play. Curious to hear your thoughts. &
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