Seeking Alpha

Think-About-It » Comments » DBA

  • How Will the U.S. Recover from the Debt Crisis? [View article]
    Nice opening chart!

    Don't forget that when Japan's real estate and stock market bubble burst they had two things going for them that we (the U.S.) currently lack. 1) They were the worlds largest creditor nation whereas we are the worlds largest debtor nation. 2) During the years following the POP global GDP was expanding at a healthy clip so they were able to sell many goods to their major trading partners whereas that is not a given for the U.S. over the next 5+ years. These two factors helped them "manage" their unemployment rate and dissipate social unrest.

    Commodity based assets are not the only hedge against the debasement of our currency. Foreign currencies, foreign stocks, precious metals and shorting bonds can also work.
    Oct 29 02:57 am |Rating: 0 0 |Link to Comment
  • A Complete Guide to Agriculture ETFs [View article]
    Speed,
    If you have to ask which commodities to concentrate on then you should stay diversified across the entire ag sector.

    Personally, I own three (ag, oil and precious metals) and am looking to add base metals once I believe the global recover has staying power... not there yet, in my opinion.
    Jun 25 16:41 pm |Rating: +2 0 |Link to Comment
  • Looking to Buy BRIC? The 'ABC's Are Better (Part I) [View article]
    What is your take on governance, corruption etc. in China and Taiwan - two countries that can benefit from China's growth?
    May 14 11:40 am |Rating: 0 -1 |Link to Comment
  • Grain Prices Require Substantial Support to Overcome Bearish Fundamentals  [View article]
    Maneul,

    Corn acres consume roughly 5.6 times more fertilizer than soybeans and 2.5 times more nutrients (measured by pounds/acre, combined nitrogen + phosphate + potash) than wheat. Wheat in turn consumes roughly 2.2 times as much fertilizer as soybeans.

    --From StormX website
    Apr 01 17:00 pm |Rating: +2 0 |Link to Comment
  • The Bear Reaches Out for Commodities [View article]
    Silveraxis,

    Cool thinking. "Centuries," didn't you know that the Seeking Alpha thinking horizon is "days"?

    Why can't China's standard of living equal or pass ours (U.S.)? Hope your answer is not that 'their population is to large' because that is not a prohibitor.
    Aug 06 15:26 pm |Rating: 0 0 |Link to Comment
  • The Global Food Crisis: From Panic to Organic [View article]
    riverpirate, you nailed it.

    Too may dreamers out there with half-baked ideas.
    Jul 16 21:45 pm |Rating: 0 0 |Link to Comment
More on DBA by Think-About-It
Comments by Ticker
Think-About-It's
Comments Stats
141 comments
Rating: 33 (58 - 25 )