Learning Curve

Investor in the Woods, Part I

I’m hoping someone will discuss what percent of a retirement portfolio a person might put into commodities ETFs & ETNs. At present I have ~ 5%. I own DBA, DBC, GCC, RJA, & RJI, and Pimco’s Total Return. I don’t intend to buy & sell within these positions but to hold them as a cushion. Meanwhile, I deliberately have attempted to diversify the individual commodities and hold oil and gas in energy overweighted mutual funds. Anyone want to offer a little more theory or critic this approach –particularly for a retired person?

The U.S. Economic Metronome Keeps Dangerous Rhythms

iThinkBig & nukldrager, don't the refineries choose what proportion of diesel vs gasoline they are going to produce? That is, don't they choose to produce less deisel? The cost of this shortened diesel supply hits the hapless truckers, of course, rather than the regular auto consumer.