Posted on

Synthetic Eggs, Milk & Beef – the “Capital” Tug of War

Touch the Soil News #231 A theme we’ve identified in the past is the over-capitalization of the financial markets. Said in another way, there are more dollars looking for an investment return than there are investment opportunities. This over-abundance of investment capital is fueled by dollars flowing into pension plans, investment channels and the resurgence of bank growth. When dollars are competing heavily for investments with “profit” potential, we can almost count on economic cannibalism. An investment dollar cares not if its end product or service displaces an existing product or service. The moral of the story is that new investment dollars often look to shove old investment dollars out…

Read more