PowerShares DB Base Metals Fund (DBB)

All Comments on DBB

  • commenter
    parnelli96
    Sep 25 10:20 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Dave will be featured on a webcast today with ProShares if anyone is interested. Reply
  • commenter
    Seeking
    Advice
    Sep 25 07:57 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    There probably will be a rally after something passes, but not necessarily because anyone really thinks it's overall a good idea, but probably just relief that this confusing proposal has been dealt with one way or another. (Treasury admits they made up the $700B out of thin air?). But as has been stated, the lack of transparency about just what the economy is up against and the poor track record of the Federal Government in perceiving the problems and acting effectively is probably going to weigh on the markets. And there is no free lunch. $700B or $1 Trillion, whatever the number ultimately turns out to be, is a whole lot of money and that has to paid for. It will have an effect on the economy and the nation for some time to come. And who exactly is going to provide those dollars we don't currently have? Reply
  • commenter
    MKW
    Sep 25 07:22 AM
    Thursday Outlook: Commodities, Emerging Markets [view article]
    Certainly a relief rally once the bailout passes; but these are getting shorter and shorter. After a year of watching absolutely gonzo rocket blasts up in the market any time the piddliest little piece of We-Can-Maybe-Spin-It-A... news (Dow up 150, 200 intraday because McDonalds raised its dividend, anyone?) it's actually kind of a relief to see some actual skepticism burrowing its way into the market. It gives me hope the market can get back to health, eventually. Reply
  • commenter
    David Fry
    Sep 24 02:58 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Most folks are pretty steamed up about this and I've gotten a lot of emails. Surely, given what we do, we're not alone and there's much more to come.

    Thanks everyone for sharing your thoughts.     Reply
  • commenter
    paultaut
    Sep 24 02:51 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Sheer unbiased "blank". The Pigs have escaped their sty, but instead of trying to round them up but instead of trying to get them back in, all I see is jibber jabber about whether it was the farmers fault or maybe even the carpenter's, ooops I know "the Butler did it".

    Deniability is what is going on on Capitol Hill.

    After I voted for it, I voted against it. Gore invented the internet.     Reply
  • commenter
    Nationalize
    Everything
    Sep 24 01:13 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Bill Gross: "One of the wisest men I know has this serious but admittedly impractical solution: have the government buy one million new/unoccupied homes, blow them up, and then start all over again. Absent that, he’s not quite sure what to do, nor am I, with the exception of the next paragraph’s proposal..."
    Wiseman indeed and I like it. Why not limit supply in housing and give the unemployed a construction job?
    Reply
  • commenter
    Internet2k4
    Sep 24 12:45 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Metooball, No less a man than Bill Gross brought up just that solution - maybe half seriously.

    www.pimco.com/LeftNav/...     Reply
  • commenter
    dc1
    Sep 24 12:31 PM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Loved the pun on "MOO" :-))))) Reply
  • commenter
    metoobail
    Sep 24 11:38 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    If the slumping house market forms the basis of the current problem - $700 billion could be used to buy the current house inventory of about 4 million houses at about $200,000 per for a total of $700 to$800 billion - then burn the houses. banks are now solvent and can loan, people will need houses. Will that solve the problem?????? Reply
  • commenter
    Scared Stiff
    Sep 24 11:16 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Kenny, of course it's far fetched. But I think it's hard to deny the parallels between the way the administration is handling this, and, say, the attack on Iraq. At the very least the $700 billion price tag is just the very beginning.

    I do think, however, that putting a ton of new power and cash in the hands of the people who, literally within hours of publicly saying "Everything is just fine!" were saying "The end is nigh!" would be an unforgivably stupid mistake. Clearly, anything Paulson says from here on must be taken with a grain of salt.     Reply
  • commenter
    sieraromero
    Sep 24 11:14 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Why and What is the financial crises that is going to put us over the brink, if the government doesn't bail out the current corrupt and greed filled system? If we need all of these bailout measures such as no shorting and the hundreds of billions of borrowed taxpayer money and the hundreds of billions more they say they need immediatly or the system will collapse. WHY is the market indeces trading near their highs? Why won't Bernicke and Paulson answer the questions in the hearings in a straghtforward and meaningfull way, so that the average taxpayer and congressmen can understand! The problem is that nobody knows how bad this can get and that only the problem must appear to be solved in the short run and forget about what this is going to entail in the long run and that there isn't time to consider or understand the consequences of doing due dilligence on this matter! Reply
  • commenter
    Internet2k4
    Sep 24 09:41 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Personally I think trying to bail out at the level of these funny instruments is a big mistake. The real problem is the real estate market from which any valuation of the exotic asset packages has to be derived by the Suspender Boys who invented them. The only way to fix this is to inject liquidity into the underlying RE market and let the chips fall from derivative investments on that basis. I think the evil ways of the GSE management has clouded the fact that they're probably the most effective tool for moving government money into the problem assets and helping your friend Chucky save the house. I'd rather Up-Chuck than go blind. Reply
  • commenter
    z06kenny
    Sep 24 09:26 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Scared Stiff? I am thinking you are "Scared Silly". Reply
  • commenter
    Shiv
    Sep 24 08:32 AM
    My Website
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Dave - this is Brilliant; my all time favorite post on any blog. The pictures tell an interesting tale. Loved the walk through Sam Stovall's economic cycle. What is going on in the financial services sector is history in the making. If United States is unable to quickly start the healing process, there is no secular force in the world which can withstand this crisis. I can sing on about the China secular story, or the Indian one, or even Russia and Brazil for that matter; but to survive and prosper, the United States financial crisis must first start the healing process.

    Can you do a piece about which sectors out-performed after the LTCM collapse, the Asia Contagion & the oil shock? I believe there are interesting parallels to learn from in all these historic events. Of course this situation is absolutely unique and its outcome will depend on governmental action and how the public reacts; but the prior events do provide an interesting indication of how people might respond. Could be a flight to staples, health-care and utilities. I still think there are compelling catalysts for global growth (Materials, Industrials & Energy), but this overhang is huge, because to grow one must first have access to capital - which seems to have evaporated from the system.     Reply
  • commenter
    cshrclrd
    Sep 24 07:52 AM
    Wednesday Outlook: Commodities, Emerging Markets [view article]
    Sorry, If it was NOT a birdnest on the ground (low hanging fruit).


    On Sep 24 07:51 AM cshrclrd wrote:

    > If it was a birdnest on the ground, then Warren Buffett would not
    > be buying Goldman Sachs, would he.     Reply
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