emily x

Playing the Agriculture Game

"commodity company stocks act more like other stocks than futures — making them a rather poor substitute for commodity investments." Very interesting point, altho your chart indicates that the stocks of companies like Mosaic and ADM far outpaced the futures ETF and ETNs -- for last year, anyway.

Agriculture Explodes, But I'm Still Waiting to Buy

"Agricultural prices are a long ways from their all-time inflation-adjusted highs. I do suspect that we will eventually see those highs." -- Then it would seem we're looking at a long-term uptrend, not necessarily an overextended condition. Commodities take big falls when they fall, but on the whole, I think you get in sooner rather than later on this and just hold on for the next 5-10 years. Of course, it's not my money, so... easy for me to say!