I guess Commodities will....

Real temperatures in the last 70 years have been stable around a mean. in the last few years we have been above the mean but nothing out of normal. When temperatures fall below the average we will have a big bull market in agriculture commodities. We can see in the third graph that commodities are the only asset that lost money since 2011. Of course the natural course of things is deflation (productivity etc...) but since energy is high and temperatures are probably going to surprise on the downside commodities (Agriculture) will have their day. It's coming