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.
To read more click here.
If you are not yet a member, feel free to check out your options on the membership (and take a free 10 day trial):
And talk to us in the chat box in the lower right corner of the site if you have questions (membership coupons available!)