Brad Zigler

A Good Thing: Agribusiness Future Isn't Golden

It's the very fact that they ARE different that makes the relationship significant.

Ask yourself this: why would investors vote with their feet and dollars bymoving from gold to nonfinancial commodities?


On May 04 05:40 AM Libourne wrote:

> What a load of "Tosh"............how can you compare two very different
> ETFs?
> One feeds the other does not if you get my drift.

A Good Thing: Agribusiness Future Isn't Golden

Sector rotation in commodities isn't novel. Gold's a safe haven play not necessarily associated with price inflation. Rotating out of gold and into nonfinancial commodities is indicative of a changing perspective on risk.

A Good Thing: Agribusiness Future Isn't Golden

What your seeing what is usually referred to as "sector rotation." Capital is now embracing risk rather than averting it. And THAT's an important economic bellwether.

Commodities vs. Commodity Stocks Redux

Fred & Sakata -

To get longer-term perspective on gold/gold stock performance and a look at the current dynamic, see today's "Desktop" at Hard Assets Investor: www.hardassetsinvestor...