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  • You Need Junior Miners in Your Portfolio. Period. [View article]
    rock plugs mining!!
    May 11 19:36 pm |Rating: 0 0 |Link to Comment
  • Short-Term Outlook To Help Agri Sector [View article]
    not a mention of the market impact of the farmers' lock-out (or should that be lock-in) in argentina
    May 11 14:53 pm |Rating: 0 0 |Link to Comment
  • The Only Thing Wrong with ETNs [View article]
    "b.s. on agricultural commodity etns"
    how fitting!
    May 08 21:03 pm |Rating: 0 0 |Link to Comment
  • The Only Thing Wrong with ETNs [View article]
    ami i glad somebody has actually picked up the possibility that sometime during the next generation ubs, barclays or lehman (even the swedish export credit bank) may fold, a "minor" detail among much b.s on the relative merits of the agricultural commodity etns
    May 08 21:02 pm |Rating: 0 0 |Link to Comment
  • Argentina to Default? [View article]
    Dr Malaka (aka Dr. Pangloss who Rx's kool aid)
    states that Argentina has no problems at all
    (Argentina is a noun, and Argentine the adjective and nationality. there is no thing/person Argentinean -unless you learnt English * language where dubya was taught grammar and dan quayle won a spelling bee)

    Thus, on pure logic:
    If
    The problem with Argentina ... is the Argentinians"
    And
    argentinians don't exist
    Therefore
    Argentina doesn't have a problem
    QED

    wish you were here, some field research would bring you back to ground with a dose of reality
    of life under the lithium lady

    * Or should that be "englishian"

    May 03 10:28 am |Rating: 0 0 |Link to Comment
  • Argentina to Default? [View article]
    the absence of argie "indexed" bonds from pcy and wip has already been noted in domestic blog
    www.cansarnoso.blogspo...

    p.s. the identity is in the adjective
    May 03 09:40 am |Rating: 0 0 |Link to Comment
  • Taking iPath DJ Livestock Cow out of the Barn [View article]
    all three being etns, how does the relative chances of barclays (cow), lehman (lso), and ubs (ubc) surviving a generation and longer, affect their respective valuations?
    Apr 26 09:23 am |Rating: 0 0 |Link to Comment
  • Amend Jingle Mail Laws [View article]
    am unaware of the actual legal technicalities, which seem to be on a state by state basis
    but an act closing the option for existing contracts
    seems dubya even more of a banana republican than one could ever have guessed
    Mar 31 20:37 pm |Rating: 0 0 |Link to Comment
  • First Global TIPS ETF Hits U.S. [View article]
    note no argie tips in holdings, after controversial heavy handed cpi manipulation
    Mar 19 15:27 pm |Rating: 0 0 |Link to Comment
  • Bear Stearns' Active ETF Pulled [View article]
    how doth the bsr etn stand the evil wind of fortune?
    Mar 18 10:49 am |Rating: 0 0 |Link to Comment
  • The World's First All-BS ETF [View article]
    and now?
    Mar 16 15:45 pm |Rating: 0 0 |Link to Comment
  • Medical Device Makers Well Positioned for Gains [View article]
    how does IHI play out against the likes of HHE?
    apart from the latter being more specific "cardio"
    Mar 08 08:17 am |Rating: 0 0 |Link to Comment
  • Ethanol Update: Crush Spread Plunges, Bush Expresses Concern [View article]
    any particular reason to skip BG in the stocks you linked?

    btw: what does a lame duck feed on?
    Mar 06 06:30 am |Rating: 0 0 |Link to Comment
  • PowerShares DB Agriculture ETF Forced to Buy Alternative Futures [View article]
    forgot to mention in point b), rja got cocoa frost impact which is outside my grain radar
    Mar 05 09:12 am |Rating: 0 0 |Link to Comment
  • PowerShares DB Agriculture ETF Forced to Buy Alternative Futures [View article]
    when my broker suggested i take a position in dba
    my rejoinder was:
    a) commodities firm, but on long term plateau, rather than up for a further escalation
    b) dba is too concentrated, personally would go for rja etn (more confidence in swedish export bank being there at the end, than barclays and now lehman)
    c) already holding a position in moo and agribusiness equities individualy (ok, he was unaware of the moo holding and some of the agri-corps)
    d) commodity boom prices associated with export duties, therefore fiscal performance, therefore the risk in argie govt bond holdings

    this said, although diversification will almost certainly increase tracking error, at the bottom line it ain't a bad thing for investors

    incidentally, lehman etn has 58% in soya (beans, meal and oil)
    Mar 05 07:31 am |Rating: 0 0 |Link to Comment
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