mangy cat

Ten Best Performing Commodities ETFs

where's the juice in moo?

Thursday Outlook: Commodities, Global Markets

great two hand gestures in lead photos
tim pushes
ben grabs

ETF Industry Data Summary: 1H'08

quick onceover suggests investors are getting more savvy
in both diversification, including leveraged funds, bonds, etc
and intolerance to excessive costs (vanguard flies vs bgi, ssga, holdrs; or at fund level: e.g. vwo vs eem)

p.s. freudian slip?
"total ETF asses"?
(paragraph 2)

Short-Term Outlook To Help Agri Sector

not a mention of the market impact of the farmers' lock-out (or should that be lock-in) in argentina

PowerShares DB Agriculture ETF Forced to Buy Alternative Futures

forgot to mention in point b), rja got cocoa frost impact which is outside my grain radar

PowerShares DB Agriculture ETF Forced to Buy Alternative Futures

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)