There is a scene in the Parable of the Talents in which the returned master berates the shabbiest of his three servants. Discovering that he had buried his seed capital in the ground, the master says: “You should have put my money on deposit with the bankers, so that when I returned I would have received it back with interest.” The servant is then thrown outside “into the darkness,” where he faces “weeping and gnashing of teeth.”

While I believe in the long term thesis in farming (indeed I said in 2007-2008 farmland would probably be the best long term i.e. decades long, investment) year over year gains of 40% in Nebraska and 31% in Iowa just are not sustainable.  Easy money needs to find a home in something, and this time around farmland is one of them - long time readers will now the horde of investment money coming into this space via pension funds and the like.

ETF provider Global X appears to be cranking up its golly-gee-whiz machine with an ETF filing that is right in the wheelhouse of a lot of my posts over the last couple of years.

The filing consists of the following;

Global X FTSE Toll Roads & Ports ETF
Global X FTSE Railroads ETF
Global X Farmland and Timberland ETF
Global X Cement ETF
Global X Advanced Materials ETF

I found a lot of things to tie in to yesterday's post about Investing Where It Rains. Of course choosing to invest where it rains is a theme of sorts, really a subset of a theme. As I've said many times before the big idea here is finding areas where we know money is going to be spent. This can guarantee nothing but money being spent into an area where there is obvious demand creates a good tailwind for long term success.

This is a guest post from Robert Brokamp of The Motley Fool. Robert is a Certified Financial Planner and the adviser for The Motley Fool’s Rule Your Retirement service. He also has a blog, Twittering thing.