Rx: Canned goods and ammunition

But real assets will help provide diversification, inflation protection and a wager on growth

…Without going overboard


When financial assets disappear, real assets still have real value. You can eat food and live in a house.

Growing populations, rising standards of living and a finite planet argue for resource prices to rise.

Chinese demand for meat, which requires the input of much more vegetable matter than the equivalent calorie value in noodles, almost requires wheat prices to increase