Roger Nusbaum

PowerShares' DBA and DBC: The New Originals

i'm not sold on the idea of needing to get it all in one product. GCC has energy exposure which as mentioned above is something i'm not interested in (rather get energy exposure through stocks).

for people looking to get it all in one product then GCC's lower weighting makes it more attractive in that context.


On Oct 07 10:19 AM rbbrand wrote:

> Roger, how would you evaluate this new DBA versus GCC?

PowerShares' DBA and DBC: The New Originals

LOL yes it does


On Oct 06 10:24 AM Battlebots wrote:

> The new DBA goes to 11.

Commodities: On the Downhill Slope?

silveraxis, yes because they can drop 50%. more specifically commodities are usually more volatile so you get more bang for the buck. I would add 5% is my number, anyone else should have their own number.

as far as 95% in stocks in a bear market I probably have a couple of hundred posts on my blog about taking defensive action when SPX goes below its 200 DMA.

Commodities: On the Downhill Slope?

Federico, I was trying to cover many bases throughout the resources theme as opposed to implying that EWZ is similar to USO. sorry if that was not clear.

Lesson From China: A Swift Decline in Commodities Could Happen

The point is about human behavior--at no point does this post compare fundamentals.

Commodities: Is It All Over?

Lisa, when i implement a new client i try to avoid buying GLD after a big spike up. We implemented a bunch of people in early January, at that point GLD had been in a more moderate uptrend than what has gone on more recently. Up trends don't usually dissuade me but big spikes do.

Here's an example. I bought MON for most clients in Oct. It went up a lot and I sold some at around $122. The people that I bought GLD for in Jan, I just bought MON for today in the $96s so there I waited for some pull back. This entry point may be good or it may stink but i waited a while and it came back to me some.

Part of this process it technical, part is my perception of market sentiment. I've been in the business one way or another since 1984 so my expeerience in terms of what i have obverved gives me some confidence about this sort of thing. Obviously I get plenty wrong but the point is sometime sentiment matters a lot and sometimes it doesn't, likewise technicals.

Roger Nusbaum on Commodities: Crucial to Know How the Market Operates

valid criticisms. are you saying that by owning one broad based commodity index, you don't need to look under the hood and know what is going on? I feel like I would. The only commodity I own for clients is gold for the reasons stated at a very small weight as also stated.

You like broad based, I don't, so what? I do what I think is best and what I am most comfortable with as I am sure you do. You should feel free to put up a blog and express your views. Readers can learn from differing views to come up with their own thoughts about what is best for them.