Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Mosaic Company
So What: The U.S. Department of Agriculture announced that the U.S. corn crop would be significantly lower than previously expected. The announcement means that corn supply will be tight, which is lousy news for companies like Tyson Foods
Now What: The entire agriculture sector is red-hot thanks to the USDA's announcement, and it doesn’t hurt that big miners like Rio Tinto
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