WaterIsn’t there a way to invest in water besides the big ETF’s like PHO and CGW (and others). Something that Travis has taken a recent look at. All the articles on water are (very) old. In Australia one can even “trade” water as a commodity. Isn’t Burry still into water rich farmland? Pretty soon it will be $1/almond. Thx, Dennis
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Good question. I haven’t looked closely at any water investments recently, but imagine the trend is in their favor in a broad sense — though it’s still quite local. Water infrastructure equipment plays often look compelling (XYL, AQUA, DHR, MWA, etc.), those tend to be in many of the ETFs as well. We’re just in the early days of seeing water traded as a commodity, particularly in California, so it will be interesting to see how that shakes out, but I don’t have any great insight at the moment.