Brad Zigler

Is Monsanto a Template for Agribusiness?

Hello?

Commodity sectors that didn't languish whilst agricultrals stagnated include precious metals, reflected in the November-to-February gains earned by the PowerShares DB Precious Metals ETF (DBP) and base metals proxied by exchange-traded products such as the PowerShares DB Base Metals ETN (BOS), which rallied in the fall and winter.


On Apr 04 08:35 AM anopenmind wrote:

> ..."the entire ag sector represented by the fund (seekingalpha.com/symbo...)
> have been languishing in a trading range since last fall."...Hello.
> Has not most other segment funds languished since last fall? Still,
> when we look at major individual stocks in the fund, any that have
> not performed well in past, have pretty good balanced sheets today,
> and very likely will perform well during next several years? This
> segment is not the U.S. autos, airlines, nor many other segments
> that may need years before getting out of ruts. Perhaps Y2009 less
> product will be consumed, as population continues to grow, but Y2010
> and beyond?

More Seeds Sown for Agribusiness

You could say that that's already happening, if only on a de facto basis.

Compare the value of gold priced in Swiss franc versus the US dollar. This year, the CHF price trajectory has been steeper than that of USD's.


On Mar 14 07:31 AM BigOlDave wrote:

> What happens to SYT when the Swiss intervene to stop "negative inflation"?

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...