PowerShares DB Agriculture Fund (DBA)

All Comments on DBA

  • commenter
    jackh
    Oct 03 08:42 AM
    Friday Outlook: Commodities, Emerging Markets [view article]
    "not good, especially if your Canadian or Australian."

    If you think that's bad ...... chart the USA and compare.......     Reply
  • commenter
    cstauffer
    Oct 03 08:10 AM
    The Real Reasons Fertilizer Stocks Are In the Dirt [view article]
    It is hard to argue that there was a lot of momentum in these stocks during the first half of 2008 and that for that reason expectations were too high. However, these stocks never really got significantly over-valued based upon even more realistic growth prospects. I believe that there is more a play here in recent price moves than a high momentum sector falling back to earth. If you take a look at non-fertilizer agriculture stocks such as AG, DE, and MON, they are also being hit extremely hard, while the world's grain inventories are still sitting at record lows. It is hard for me to believe that there has been significant demand destruction in the world over the last two months in soybean, wheat & corn to account for even a fraction of the multiple contraction that we have witnessed recently in agriculture stocks. Reply
  • commenter
    User 263318
    Oct 03 08:03 AM
    Friday Outlook: Commodities, Emerging Markets [view article]
    good stuff... i hope you post this every week! Reply
  • commenter
    Brian in
    Montreal
    Oct 03 07:48 AM
    My Website
    Friday Outlook: Commodities, Emerging Markets [view article]
    It's getting chilly up here. Great charts, Scarey too. Even Gold and Oil got hammered, not good, especially if your Canadian or Australian. Reply
  • commenter
    Stockgobblin
    Oct 03 07:19 AM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Wow, you are good at drawing lines! Reply
  • commenter
    peachberry_t
    ea
    Oct 03 04:08 AM
    The Real Reasons Fertilizer Stocks Are In the Dirt [view article]
    you've written an informative piece and my hat's off to you for that

    i don't think much has been said here that hasn't already. yes the earnings estimate were aggressive on these firms, and yes these firms were undervalued. but this was all true even before the 25% plunge yesterday.. the market is nuts, period

    at this valuation it's about time to buy in.. you could wait for another coupla analysts to revise estimates downward but that's really just timing a bottom, and no one can do that perfectly

    short term you'll have to stomach volatility but this should be a fine play long term

    disclosure: long POT     Reply
  • commenter
    copper1987
    Oct 02 11:29 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Dave, thanks for your comments. I have made a lot of money with SDS since last week. That is why I never believe in charts and T/A but I always enjoy reading other people's opinion. Reply
  • commenter
    A Different
    Dave
    Oct 02 10:56 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Dave, We'll all need a friendly bar soon. Same one our Capitol Hill Dunderheads been using since they traded in their cool aid stand. Reply
  • commenter
    YR Dog
    Oct 02 10:19 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Thanks for the link to the SEC website the other day, this stuff really opens your eyes...It all starts sounding like a badly scripted cartoon. Let me see, we got to make "le petite bourgeois" feel like democracy actually is working so Round 1 in the house goes to "the people" Then quietly slip in the rule change on Marked to Market so that King Henry can make sure to rip off the taxpayer by buying illiquid lumps of SH*& at retail prices instead of what they are worth, nothing. The bill passes and everyone pats themselves on the back, democracy works, congress can work together and come up with effective legislation in a crisis and the world is saved... Or is it?. Bush is starting to look like the sage with his pronouncement last week, "This sucker could go down"

    One sidebar on the marked to market rule change. When cheap fed money fueled a huge bubble and prices were skyrocketing, the banks were not complaining about the marked to market, it overvalued their assets and they were happy. When it goes the other way, time out, rule change and now we can make the US taxpayer buy up our lumps of sh$# at overvalued prices... Why is not someone going to jail? I mean after all, its just a few billion (probably about 200!) of taxpayer money.

    Does anyone know a good liquor stock to invest in, I need a drink!
    Reply
  • commenter
    buyitcheap
    Oct 02 09:16 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Any thoughts on all of the swaps that are supposed settle next week - something like a trillion? It was in ft.com - it seems as though if those auctions do not go well and there's even 5-10% defaults that will be enough to trigger a pretty big sell off. Reply
  • commenter
    corley10
    Oct 02 09:05 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Since Warren is getting a sweethearts deal, is it time to buy brka? Reply
  • commenter
    Sidj
    Oct 02 08:09 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    This year Buffett has been saying that the slowdown would be longer and deeper than many people think. If he's right (again) then we still have a long way to go. He's also been calling for higher inflation and a lower dollar over the next several years. Want part of his sweetheart deals? Buy some Berkshire Hathaway. Reply
  • commenter
    Unfaire
    Oct 02 06:49 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    The situation we are in can be described as we American collectively are having too much debt. The teaser low or no interest loans lured us to buy the houses we cannot afford or take out secondary or other mortgages with the inflated prices of our houses. There is an estimate that the aggregate of the mortgages is 20 times the $700 billion rescue package or $14 trillion. We are also bombarded by the banks to charge on our credit cards more than we can pay back each month. The result is we together also have $2.5 trillion on our credit card balance.
    The U.S. population is about 300 million with about 100 million families. Therefore, on average, each family is in debt for about $175,000. Suppose the average mortgage annual interest charge is 7% and that part of interest comes to about $10,000 a year per household. The interest on credit card can be as much as 20% a year and that part of interest comes to about $5,000 a year per household. The median annual household income is about $50,000 BEFORE TAX out of which each household is paying about $15,000 just for the interest charge. This is simply a untenable situation. More than half of us are under crushing pressure of this debt and many have already or will go bankrupt sooner or later.
    As we get behind in our payments, the underlying securities become worthless and the banks owning them go belly up. As we cannot borrow and spent any more, businesses also go down. This is where we are today.
    We are going to see a slower household spending and business growth if not some regression of both of them in the immediate future. This is unavoidable. We American have been living beyond our means and we have to put our financial house both private and public in order. This is going to take a long time. Perhaps there will be a recession first and the inflation afterwards. We are already in a recession. We do not know how deep it will go. Inflation is inevitable because without it we cannot wipe out all this debt crushing on our shoulder. We will be out in the clear when we look at half-a-million dollar houses as very cheap just like we now look at fifty-thousand dollar houses of thirty or forth years ago as so cheap that we can pay off the mortgages very easily. I bet many of us have done so and hadn’t succumbed to the lure of second mortgages and those are the financially prudent ones and who can weather the current financial storms.
    So, what is this bail out about? Is it going to help any? As I just heard over the radio, someone said what the congress is facing now is between a bad bill and no bill at all. It is a clear choice: No Bill.
    The consequence may be an immediate disaster in the financial market. However, after that, I hope the people who are in the position of directly affecting the politics and policies will hunker down to face the reality and do some things toward addressing the real problems of today. That would be a right step.
    We are in a long haul regardless of whether the bill will pass or not.



    Reply
  • commenter
    fatcat
    Oct 02 06:23 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Thanks a million....er...thanks a thousand,David....may be thanks a hundred next week.. Reply
  • commenter
    Pessimistic
    Optimist
    Oct 01 10:42 PM
    Tuesday Outlook: Commodities, Emerging Markets, More [view article]
    gonna use a metaphore here.. the farmer and his family in the front office should have kept a sharper eye on the hen house. I do not think we would be in conversations of such split opinions had our nation's leaders kept their eye on the prize. Oh, the prize.. our financial markets.
    I know, it is hard to think about Gov't monitoring our financial system which to a certain extent they do, but right now it appears that they did not do enough..     Reply
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