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Moderate firm that does not make follow trendy ideas.
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rogers is a genius
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I have been looking into investment options that fall under water-shortage theme, and found this one when I read a book by Jim Rogers (not surprising considering what the ETN is based on). I strongly believe that the current prices of agricultural products are intentionally kept low, and that they will eventually go out of government's control.
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Look for China to start importing large amounts of food as they work out their urbanization schemes. The first thing consumers start doing as they enter the middle class is eating more meat, which in addition to the ethanol craze, will drive up grain and feed prices dramatically in the near and long-term. This one's a long-haul outperform as long the global industrialization trend continues at its current pace. Commodities and resource stocks and indexes are the place to be in the current market.
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i dont know anything but this is my stock of the day
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I'm starting to think the "soft" commodities will be somewhat linked to oil. For one it takes oil to produce the food. Second the competition for these commodities and land is increasing between food and energy uses. And the growing middle class in emerging economies will drive demand for both. Oil will go a lot higher and most likely so will food.
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Back to the origins!
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more broad based than DBA
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When I look around, the one thing that just seems way too cheap compared to everything else is food.
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Inflation-protected, asset reservation!
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Everyone has to eat - should go up with impending inflation.
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Growth BABY GROW. Food yes Food.
At the bottom of the bear market in October 1974 a Forbes article interviewed Buffett. Buffett, for the first time in his life, made public prediction about the stock market.
"How do you feel? Forbes asked.
"Like an oversexed guy in a whorehouse. Now is the time to invest and get rich
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Commodity is king.
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This is a new index tied to the price of commodities. Inflation is increasing, the population is increasing, and food supplies will be in increasingly short supply for years to come. The demand for biofuels will further strain the supply and increase demand, at least until they figure out that biofuels are not the solution to our energy woes.
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commodities in bull market.
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