U.S. stocks fell on Monday as a resurgent U.S. dollar took a toll on commodity prices and investors paused to gauge if the outlook for corporate profits justified the market’s recent run to 11-month highs.

The U.S. dollar rose on Wednesday as news that China would act to restrict redundant investments underscored concerns about a global recovery and tempered the positive impact of data showing a jump in new U.S. home sales.

We haven’t yet seen the worst of this credit crisis, says Chris Mayer. A lack of funding is forcing farmers to reduce crop planting. And that will soon send commodity prices soaring again. Chris finds five beaten-down fertilizer and irrigation companies that will benefit as agriculture rebounds.