From Hard Assets Investor:

We talk about ag futures and ETFs, we talk about investing in the fertilizer market, but there is another aspect to the supply chain in the agriculture market we haven't touched on lately - the seed business. Unlike, say, gold and oil, where simply buying one or two companies gets you huge exposure to the entire supply chain, with ags, the chain is a lot more disjointed.

Traditionally farmers would allow their crops to go to seed, and then collect and clean the seeds for planting in the spring - capitalizing on the circle of life. But because of the technological changes in seed strains (i.e., genetic modifications), that isn't an option - some GMO crops don't yield usable seeds, and of those that do, buyers aren't allowed to harvest those seeds and reuse them. It's patent protection, and right or wrong, this means that Monsanto has...

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