Don Coxe and others have been saying that agriculture is the place to be after PM's. A recent Bloomberg headline reads "Brazil Crops Shrivel as Amazon Dries Up to Lowest Level in 47 Years". This is a disaster in the making... and couldy affect commodity prices in the short and medium term. Link to article below.

Given this info is anyone here investing in this theme and if so, how? I am just going to start my search and will look at the following ETFs.....DBA, JJG, RJA, MOO, COW. I think the 1st 3 deal more with the commodity side of it. Any thoughts from anyone else?

http://www.bloomberg.com/news/2010-09-24/brazilian-crops-shrivel-as-amazon-river-dries-to-lowest-level-in-47-years.html