"One sector that outshined most others in 2007 is the agriculture markets, and 2008 looks to be even more active," says Kevin Kerr in his exceptional MarketWatch Global Resources Trader.

He explains, "Investors can no longer afford to not have some exposure to this segment of investing." Here, the advisor reviews the Ag market and his long-term bullishness on Monsanto (NYSE: MON).

"The profit potential of the grains is no shock to us as we've been investing in the agriculture markets this year via cotton, corn, wheat, and soybeans -- all a testament to an exploding ag market.

"Bloomberg recently cited a report by ING Wholesale Banking suggesting that agricultural commodities could climb as much as 40% by 2020 as food, feed and biofuel demand outpace growth in crop yields. That kind of growth and demand is always what is behind a true bull market. High demand and low supply.

As a long-term value investor, Kevin Kerr is undeterred by market "noise" and looks beyond the "headlines of gloom and doom" that have been so prominent in the wake of the market setback.

Here, the editor of the Marketwatch Global Resources Trader assesses the pullback, the role of the yen carry-trade, and the reasoning behind a favored China-based stock pick -- Suntech Power Holdings Co., Inc. (NYSE:STP).

"The recent sell-off in commodities was a necessary and, quite frankly, overdue event.All the commodities from grains to gold had swung too far too fast." Indeed, the advisor quips, "As a long-term commodities bull, I can see the lumber through the trees."

Was the carry trade to blame, he asks, as so many pundits have stated? He notes, "Sure it played a role, but it was more like the primer for the pump of pain. Once it got flowing the hysteria took over and that was the real driver."