DJ AIG Agriculture TR Sub-Idx (JJA)

Stagflation

everyone needs to eat.

The future is foud

Another Jim Rogers type pick and here is why:

If you can watch a Jim Rogers interview and;

A) Understand what he's saying; and

B) Do Math

Then inevitably you are led to

C) Buy this.

Agriculture etf with 18% exposure to corn and 50% exposure soy/wheat and the rest everything else.
The bet is on soy/wheat and everything else.
http://www.ipathetn.com/JJA-sector-weightings.jsp
http://www.usda.gov/oce/commodity/wasde/latest.pdf
http://www.grain.org/briefings/?id=212

The US Dollar is doomed. We are looking at hyper-inflation soon.

I know

Exchange-traded funds will also go up as food prices rise

commodity related fund to diversify my CAPs asset allocation

Food shortages everywhere with increasing prices for corn, wheat and soybeans. This is a trend that is unlikely to change direction.

People need to eat. There are born 6 mill new people every damn month. This will of course end in disaster, but on the way there, food will get amazingly expensive. And lets not forget the idiotic idea to use actual foodstuff for fuel for our cars.

iPath Agriculture ETN. Outlook for AG seems positive.

I guess it is time to feed the starving people in China - make your mother proud.

Ag is the way to go long-term.

Wheat futures were already up, now we hear that China and others are going to stop exporting it.

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.

'Volatile' food and energy prices are excluded from the government's CPI readings. Perhaps if they smoothed out the volatility with a nice trailing average they could include them. Of course then they would be paying through the nose on their inflation linked notes. Regardless, food and energy prices are definitely not excluded from household budgets and folks know all too well how fast these prices have risen. With alterna-fuel consuming huge acreage and emerging markets wanting to eat like champs, this pick looks poised for a bright future.

Food commodities play. Solid albeit short history. Can it sustain? I think so. Food commodities are not going down sez the Bear ...