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- Agriculture: Are There Still Bulls in the Supermarket? [view article]
- Friday Outlook: Commodities, Emerging Markets [view article]
- Bespoke's Commodity Snapshot (7/23/08) [view article]
- Thursday Outlook: Commodities, Emerging Markets [view article]
- Wednesday Outlook: Commodities, Emerging Markets [view article]
- Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs [view article]
- The Global Food Crisis: From Panic to Organic [view article]
- ETF Update: Healthcare, Africa's Impact on Water ETFs, Energy ETFs [view article]
- ETF Industry Data Summary: 1H'08 [view article]
- Money Magazine: Clueless on Commodities [view article]
- Managing Duration for Commodity Funds: Which Strategy Is Best? [view article]
- Friday Outlook: Commodities, Emerging Markets [view article]
loading ...Recent DBA Articles
- Friday Outlook: Commodities, Emerging Markets
- Agriculture: Are There Still Bulls in the Supermarket?
- Bespoke's Commodity Snapshot (7/23/08)
- Thursday Outlook: Commodities, Emerging Markets
- Wednesday Outlook: Commodities, Emerging Markets
- Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs
- ETF Industry Data Summary: 1H'08
- ETF Update: Healthcare, Africa's Impact on Water ETFs, Energy ETFs
- Managing Duration for Commodity Funds: Which Strategy Is Best?
- Money Magazine: Clueless on Commodities
- Full List of Articles »
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Doyle from Potash needs to step up and deliver a knock out punch to these criminals/manipulators who are playing with his stock price. He's killing the shareholders and its time he step as CEO and DELIVER! ReplyFriday Outlook: Commodities, Emerging Markets [view article]
Whidbey,Read the last paragraph of the post again before you call everyone else Martians around here. Reply
Friday Outlook: Commodities, Emerging Markets [view article]
What is the post for, people from Mars? We see the market (possibly too much), what we don't know is what it means. Your view on commodities is odd, commodities do tell a story on the economy and it seems more negative than you suggest; when commodities fall it is a clear indication of major economic slow down in progress. The truth is this market is blown around by news, rumors and, god forbid, naked short selling, but what is really killing us is the Congress. Turn them all out this year and try again. ReplyFriday Outlook: Commodities, Emerging Markets [view article]
You da man Dave! ReplyFriday Outlook: Commodities, Emerging Markets [view article]
David, thanks for the post as always. This feels like a bear market rally based on oil and a few financials beating very low expectations and although the short term trend is up, I still think the Dow is 10,000 by September. The geopolitical issues related to oil haven't gone away this week, guidance has been weak from a wide range of companies and bear markets almost never end at a 20-24% drop, it's always into the 30% range. Just because cnbc is touting a financial rally or the vix "touching" 30 doesn't mean that we have the all clear. I'm looking for V and MA in the short term to rally into earnings and then I'll revisit my SDS and DXD in a few weeks. ReplyFriday Outlook: Commodities, Emerging Markets [view article]
Why buy XLF when you could get better returns with a combination of HHV, HHK, and HHD?Here's an article about how buying the 3 etf basket will get you better returns than the underlying index.
www.greenfaucet.com/tr... Reply
Friday Outlook: Commodities, Emerging Markets [view article]
For Mr. Fry: thank you - best post on SA.For Mr. Borenstein: you seem to be implying that what we're going through is some sort of 'average' market event. I'm no economic historian, but I would have thought the confluence of so many adverse economic and financial circumstances is sufficiently unusual and potentially serious to make bottom-calling on the basis of what has happened in the past rather optimistic at this stage. With regard to whether or not the US is in recession, the way inflation is calculated these days there's no reason at all why any government should ever again have to live through the ignominy of presiding over two quarters of negative real growth. Finally, notwithstanding that Dollar bulls have had a good time dumping on Europe this week, with the exception of the property-infected economies in the UK, Spain, and Ireland many of us on this side of the water would rather have our problems than the immense structural morass that currently faces US policy-makers. Reply
Friday Outlook: Commodities, Emerging Markets [view article]
Gabe -NBER sez:
"The NBER does not define a recession in terms of two consecutive quarters of decline in real GDP. Rather, a recession is a significant decline in economic activity spread across the economy, lasting more than a few months, normally visible in real GDP, real income, employment, industrial production, and wholesale-retail sales. For more information, see the latest announcement on how the NBER's Business Cycle Dating Committee chooses turning points in the Economy and its latest memo, dated 07/17/03." www.nber.org/cycles.ht...
Don't know about you, but I not buying a new SUV or Ford-150 pick-up this year (or next).
The corn mill machinery manufacturer for whom I do tech writing isn't seeing new orders (domestic or export).
Just had to reduce the rent on a rental despite all those foreclosed, previous home owners forced into the rental market.
DHL likely to close its hub in Wilmington OH (6,000more unemployed).
NASCAR fans still going to the races, yes, but camping and grilling out instead of staying in hotels and eating out.
So a consumer-led recovery not likely.
If I were a foreign investor I likely wait for more of the trillion dollar (or mote) write-downs to find their way out of the financials woodwork. In the meantime, I'm just sitting on my hands for a spell rather jump into a "bargain" U.S. equities. Reply
Friday Outlook: Commodities, Emerging Markets [view article]
Dear Mr. Fry: Your graphs are extremely helpful. Please keep up your fine work. ReplyFriday Outlook: Commodities, Emerging Markets [view article]
Major banks are being taken over by the government, and you call them "perceived problems"? No wonder, we need to stay away from TV - bloomberg or not. Replyborenstein
Friday Outlook: Commodities, Emerging Markets [view article]
Andy,in June of 2005 ,in an interviewwith Mark Gilbert(Bloomberg- London),I have predicted the current "turmoil".On September 18 ,2007 in an interview with Brian Sullivan (Bloomberg -TV),I have again warned about the subprime problems that are about to derail economy.Now ,I wil say the following .The recession is defined as two consecutive quarterly declines in the GDP-we are not there. The Treasury ,the FED and the Admiinistration have addressed perceived problems which will take time to work.I suppose additional easing is needed as another round of the fiscal stimulous.While economic deceleration is unnerving ,we are not in a recession.
It is likely that Emerging economies (record leverage) and Europe (high rates)will implode first creating massive inflows into the dollar assets ,further contributing to the U.S recovery. Reply
Friday Outlook: Commodities, Emerging Markets [view article]
David, thanks for the work. The content is excellent. The point about staying away from the TV pundits is critical. If you listen to it long enough you may actually start believing it. Replyl
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Amen, Dad! My only question is about natural gas prices & Mosaic cost of producing Nitrogen... Will it have that much of an effect?Good article all said & done! I really like MON & BG for the long term... By the way BG is really based in St. Louis too! Reply
guy
Friday Outlook: Commodities, Emerging Markets [view article]
Some will say my "handle" is entirely appropriate for my comments; however, since I am not a "chart man" and pretty lacking in mkt. knowledge to boot, we seem to have a significant difference of thought between the article writer and the two fellas commenting b4 myself.Can someone please tell me with some high degree of reliability, whether I am going to make money the rest of the year in the following stocks...(ABB;APC; MON; MTL; POT; RIG)? The variables involved in forecasting seem to me to be so many and so staggering and loaded with such abundant contradiction as well as potential for disaster on a world wide basis...financial and otherwise, it's easy to think that I should run for the nearest gold source and never look back. On the hand, I don't think I can eat gold or put a roof over my head, with stuff that is all that heavy. When and if the mkt gets that bad, an MK 47, body armor, and supply of C rations might be the only tkt. to survival. Reply
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Potash should be 250+ right now. The sell-off was a joke and was criminal. Reply