We all know the U.S. government is in debt up to its eyeballs. Moody’s is already threatening to downgrade the country’s debt rating due to unfunded liabilities for Medicare and Social Security.

Different week, same three “Fs”. Food, fuel, and finance. We mentioned a few weeks ago that these three investment themes intersect, interconnect, and generally get all tangled up. Expect more tangling this week. Let’s try to untangle them a bit for you today.