iPath DJ-AIG Agriculture Total Return Sub-Index (JJA)
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- All Comments on JJA
- General Discussion on JJA
- Is There a 'Best Way' to Cope with a Wild Market? [view article]
- Interview: Kevin Kerr On the Commodities Pull Back [view article]
- Commodity ETFs and ETNs [view article]
- All About Investing in Agricultural Land [view article]
- Green Commodities for a Complete Green Portfolio [view article]
- Agriculture: Are There Still Bulls in the Supermarket? [view article]
- Managing Duration for Commodity Funds: Which Strategy Is Best? [view article]
- Alternatives and Absolute Return with ETFs [view article]
- Reduced Yield Potential for U.S. Corn, Soybeans [view article]
- How Are Commodity Funds Performing YTD? [view article]
- Food Prices Will Only Rise: The Time to Buy is Now [view article]
- Agricultural Commodities: High Prices Here To Stay? [view article]
loading ...Recent JJA Articles
- Is There a 'Best Way' to Cope with a Wild Market?
- Interview: Kevin Kerr On the Commodities Pull Back
- Commodity and Energy Fund Returns
- ETF Update: Agriculture ETFs in Trouble; Comparing Large-Cap ETFs
- All About Investing in Agricultural Land
- Agriculture: Are There Still Bulls in the Supermarket?
- Managing Duration for Commodity Funds: Which Strategy Is Best?
- Alternatives and Absolute Return with ETFs
- This Week's Commodity Snapshot
- Green Commodities for a Complete Green Portfolio
- Full List of Articles »
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Is There a 'Best Way' to Cope with a Wild Market? [view article]
Not much substance. ReplyInterview: Kevin Kerr On the Commodities Pull Back [view article]
Kerr: ". . . the Middle Eastern countries - Saudi Arabia being the biggest one - could just instantly cut production. They don't want us to have more oil, they want us to have less oil."Maybe not between now and November. Kerr's comment parallels views recently expressed by CIBC, which "cut its 2008 target for average oil prices from $125 per barrel to $115 and from $150 to $130 in 2009."
In spite of OPECs announced intent to reduce production, look for the Saudis to continue its high level of production thru the Nov. election, in its second attempt to decide a US presidential election. (The case can be made that KSA succeeded in 2004 when it produced way over quota beginning several months before the election and Bush won by a hair - - compare KSA actual production to quota, April-October 2004.) This time, they will fail due to the political fundementals (Google: lichtman + 13 keys). Even so, if I was Obama, I'd be pissed for the next 4 to 8 years.
So Kerr, Rubin and other (temporary) bears may find, when the dust settles that the avg. oil price in '08 is closer to $100 than $115. Then, in 2009, geology oil fundementals replace the geopolitical issues and oil starts its march to the Maxwell-Pickens-Simmon... $200 level. Things happen, like KSA lets its wells rest, Iraq fails to settle down, the North Sea and Mexico continue their precipitous declines, the engineers running China continue their massive capital expansion, and 2009 marks the fourth straight year of declining oil exports (Google: "Jeffrey Brown" + "Export Land Model").
More bullish views will return as it, again, separates itself from the herd. "Just my opinion, I could be wrong," but for starters watch the next eight weeks.
Reply
Interview: Kevin Kerr On the Commodities Pull Back [view article]
You do mean the end of 2009, of course. ReplyInterview: Kevin Kerr On the Commodities Pull Back [view article]
JasonC, did people stop eating? Did the Chinese decide to stop building forever? ReplyCredible
Interview: Kevin Kerr On the Commodities Pull Back [view article]
JasonC, we are not 3-6 months into a bear market in commodities, we are 2 months into a correction in a long term bull market. If it was a burst bubble we would see huge unsold inventories, like we have unsold houses from the real estate crash. This is not the case with commodities. People are still going to consume food and energy in ever greater quantities. ReplyInterview: Kevin Kerr On the Commodities Pull Back [view article]
Commodities bulls in deep denial 3-6 months into a raging bear market in commodities, with all the major items down 25 to 30%, descending and accelerating.Just clueless. Folks, it was a bubble, same as dotcoms or real estate, and it has burst. It isn't coming back, for a decade. Reply
Commodity ETFs and ETNs [view article]
Would anyone recommend a livestock ETF or ETN?Taxation as US investor...any opinions? (reading prospectus)
Do these have enough liquidity...I cannot seem to locate avg. volume?
Looking at:
CATL, ETFS Live Cattle...trades on London
COW, iPath Livestock Reply
Commodity ETFs and ETNs [view article]
I'm missing RJI, RJN, and RJZ. ReplyAll About Investing in Agricultural Land [view article]
You are a few years too late (or too early) with this article. Over the next year or two ag commodities, barring a major weather problem, will fall in price, as will land values. Better farming practices and technological advances through seed technology should boost yields and bring down prices, especially for the grains. That, combined with a slowdown in the world economy from high interest rates, tightening credit and recent inflationary forces will take their toll. ReplyAll About Investing in Agricultural Land [view article]
There is no doubt that the day may come where the choice will be dance or eat. At that point in time there is little doubt that the cherished I-pods of today will find their way to pawnshop shelves, in a great transfer of wealth to Ham Sandwich's.One law that will never be repealed is that of supply and demand. And on a planet with the increasing population of ours the demand for food can only increase proportionately. Reply
Green Commodities for a Complete Green Portfolio [view article]
Forthose interested in the solar storage problem that keeps solarfrom being truly viable...a solution may be at hand..www.sciencedaily.com/r... Reply
All About Investing in Agricultural Land [view article]
Great article ! Was just reading Jim Rogers yesterday & was happy to see all of this info today. Also happen to enjoy anything interesting about the old West, so that bit of family history was enjoyed. ReplyAll About Investing in Agricultural Land [view article]
This would have been a lot more usful without all the familian rubbish. ReplyAll About Investing in Agricultural Land [view article]
Some older established comapnies to look at (all overseas) includ Cresud (CRESY) for Argentina farmsland, and MP Evans Group and Camellia Group (both traded in London). Still hard for small US invesotrs to find a good way to get into farmland as an investment. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
I don't see the logic in saying..."So the forecast for the next six months is for a pullback in agricultural markets"...Why 6 months? ..is there a previous pattern that suggests 6 months?...Are you saying or implying something about harvest time? Supplies are low, int'l populations are growing and still richer so as to afford food..Co's in emerging countries are giving workers raises...co's overseas can afford to raise wages...THAT BUYS LOTS OF FOOD. What is your general MATH? Reply