I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis. Updates of note this week include a new idea a commodity ETF, and taking some profits in a couple of European ETFs.
Of note on some previous positions like MOO and POT, fertilizer stocks had a some nice moves higher today.
Here’s a sample from this week’s update:
We’ve seen possibly a trend change in agriculture prices, particularly wheat, corn and soybeans. Over the past few weeks prices have spiked, especially in wheat due to dry weather but also there is a historically low level of acreage dedicated to wheat. The CRB food price index is on the cusp of breaking out to a multi year high. Now it’s too early to say if we are seeing the beginning of the next bull market after 6 years of a bear but pieces are falling into place.
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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.