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Commodities look good while Chinese middle class still growing.
Recs
Easy way to play the commodities as a whole.
Recs
Stock of the day!
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Betting its hit bottom. $42/bbl is due for a correction.
Recs
rebalancing my CAPs portfolio today with some index picks:
20% emerg mkt indices (+/- 5%) 4 long picks
15% developed mkt indices (+/-5%) 3 long picks
25%(net) my equity bets indiv stocks/industries (+/-5%) 4 NET picks (long less short picks)
15% commodity indices (+/- 5%) 3 long picks
20% fixed income (+/-5%) 4 long picks
5% currency strat (+/-5%) 1 long pick
fixed income/commodity/currency picks will smooth out volatility in (the markets and) the equity portion of my portfolio. This should steady my LT performance/CAPs rating overtime. Although "my equity bets" portion are counted as net long picks leftover, I'll try to limit my total outstanding shorts to no more than 50% of my total picks to keep from excessively overweighting my speculation.
Recs
Commodity ETF the inflation is going to be around 8% this year would be my guess if not higher, even if demand decreases the price level will be increasing on what are inelastic goods.
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Dollar policy is pushing up prices on commodities, this ETF for agriculture is set to go higher, especially since the news is out that wheat stockpiles will be at a all time low this year.
Recs
Domestic and world population growth. Increased focus on, subsidization of, and demand for biofuels. These two themes, which almost indisputably will continue for years, if not decades, mean increased demand and pricing for corn, wheat, soybeans, sugarcane, etc. Hello long-term out-performer.
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