Turmoil

The global markets are in turmoil. We have huge price moves, up and down, at the same time.

Taking all imports into account, import prices rose 15.4 pct over the last 12 months, which is the largest annual gain since the index was first published in 1982. - Forbes.com

This kind of price increases make investing very difficult. Will this inflation boost or buffet a particular stock? If a company is in the wrong position in the supply chain, they will get sideswiped by inflation, instead of profiting from it.

My idea to put this to work is natural gas. Why? I don't have any really firm feeling, but the first reason is that it's a very basic product. Second is the recent rise in food prices, which have caused a spike in the price of fertilizer, the production of which uses a large amount of natural gas.

I've been looking for an opportunity to get out of IPSU, ever since I learned that they don't grow their own sugar. They import and refine it. Now I will look for a natural gas investment.