Monday marked the last day of trading in the first half of 2014, and according to Dennis Gartman of "The Gartman Letter," traders should look toward the breadbasket in the second half of the year.
On CNBC's "Fast Money" on Monday, Gartman said the latest U.S. Department of Agriculture report signaled a larger than expected crop, which could in turn benefit a number of companies that rely on grains.
"It is going to be a huge corn crop. It's going to be a huge soybean crop. It's going to be a reasonably large wheat crop," he said. "If you are a company whose major input costs are grains, you're going to have a great year."