Making Money from Droughts
I'm not sure I've mentioned it here before, but one of my favorite investment themes is water. There are many tailwinds behind the theme, ranging from declining precipitation in the U.S. southwest, to upgrading of water supplies worldwide in both developing and developed countries, but water is one of the more obvious one-decision investments I have made in some time.My holdings? I currently do it through ETFs, with positions in PowerShares' PHO and Claymore's CGW. You can find more by following the links.
Downbeat but useful reading here.
