Reviewing My Opportunities Portfolio for 2008 [View article]
South America? The recently, any wonder, politically turmoiled Argentine market may have an interesting item. A top 20 holding in the Agribusiness ETF/"MOO" is CRESY. A huge farm conglomerate in Argentina. It is off it's recent low of $5 now sporting a $9 and having hit a +$20 in the pre market crash period. FXI,FNI, and PXR seem to be re-emerging themes as of late. If the trend continues global grain supplies will be just as important as Met coal supplies?
Reviewing My Opportunities Portfolio for 2008 [View article]