As the big dominos of $125 oil, $4 copper, $6 corn, and $1,000 gold fall onto the market, raw-material producers enjoy record cash flows. The next domino is all the cash finding its way to companies that supply equipment, services, and infrastructure to those producers.

SeekingAlpha's Gary Smith did a write up of Jim Cramer's recent article in the New York magazine about the new Golden Era of the farmers and his several stock recommendations.