"The fundamentals for agriculture have gotten better. The inventories are now at the lowest they've been in decades, not in years. Sometimes in the next few years we're going to have very serious shortages of food everywhere in the world and prices are going to go through the roof.
Cotton and coffee are good buys because they are very distressed, while sugar, despite the fact that it has gone up a lot, is still down 70 percent from its all-time high.
If you want to buy precious metals I'd rather buy silver and palladium, just because they're cheaper."
in CNBC.com, January 15
Related ETF`s: PowerShares DB Agriculture Fund (DBA)