Which Commodity ETFs Could Outpace QE3?

Global easing programs from around the world have investors scrambling back and forth. Some are excited to see stock markets have such positive reactions, while others are ripping the Fed for what they feel will be our undoing. Either way you spin it, QE3 is here and it may be staying for quite a while. Ben Bernanke announced that this round of asset-purchasing will feature $40 billion in MBS per month until they see a material growth in the jobs sector and the economy. What they define as a significant growth isn’t clear, so many are predicting for this spending spree to continue on for quite some time [for more economic news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETF Analysis, Commodity ETFs, Commodity Producers, Energy, Gold, Precious Metals, Silver, Timber, WTI | Tagged , , , , | 14 Comments

How to Build a Black Swan Hyperinflation Portfolio

The threat of hyperinflation in our current economic state is very minimal, though it is true that the U.S. is currently at the highest risk for such a phenomenon among major developed countries. Preparations for a hyperinflationary environment have heated up among some investors in recent years, as the consistent money printing from the Fed has many worried that inflation will spike at some point in the near future. For those who fear a major jump in inflation, we outline an all ETF portfolio to protect yourself from the havoc that inflation can wreak on your holdings [see also Doomsday Special: 7 Hard Asset Investments You Can Hold in Your Hand].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Energy, Gold, Natural Gas, Precious Metals, WTI | Tagged , , , , , , , | 9 Comments

How to Build a Commodity Guru Portfolio

When it comes to commodity investing, there is perhaps no bigger name in the industry than the legendary investor Jim Rogers. As it is our understanding, Rogers has a rather bullish outlook on agricultural commodities, citing that prices are still depressed on a historical basis. The Wall Street Guru has also expressed his belief in investing in emerging markets, specifically in Asia, as the demand for energy and agricultural goods from these economies continues to rise alongside the booming populations across continent. For those investors who looking adopt an investment strategy that is inspired by the legendary investor (but one that is by no means endorsed by Jim Rogers), we outline an all ETF portfolio that is constructed with several key principles in mind that fall in-line with our understanding of Rogers’ outlook for various corners of the global market [for more agriculture allocation ideas subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs | Tagged , , , , , , , | Leave a comment

Jim Rogers: Commodity Bull Market Has No End in Sight

It seems like every day brings bolder statements from Jim Rogers, one of the most respected commodity investors of all time. Rogers has gone on the record recently with calls like gold will drop 20%, silver is a better buy than gold, and anyone who avoids commodities is a fool. But his new comments bring a wave of optimism to the world of commodity investing, especially for agricultural investments, as Rogers feels commodity prices will have to spike given the dismal outlook for the overall industry [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures | Tagged , , , | 8 Comments

Will China’s Insatiable Commodity Thirst Benefit You?

China is the world’s largest country, edging out second-placed India by nearly 100 million people. And with mass of citizens totaling to 1.34 billion, it should be no surprise to see the country exhibit fears of resource scarcity. But it also comes as no surprise to see the Chinese government taking actions to ensure that they have their fair share of global resources and commodities available to them. One example being the announcement of Canadian oil firm Nexen agreeing to an acquisition by China’s CNOOC for approximately $15.1 billion dollars [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Energy, Industrial Metals, Rare Earth/Strategic Metals | Tagged , , | 1 Comment

Three Interesting Commodity ETFs Launching Soon

The world of commodity investing was cracked wide open by the introduction of exchange traded funds. ETFs democratized an asset class that was once reserved for active traders who understood the nuances of direct futures and options investing, leaving many on the sidelines. But now that the commodity ETF world has taken off, investors of all levels have the opportunity to play these hard assets like never before. What’s more, the commodity ETF universe is still expanding, bringing new options for investors to make a play. Below, we outline three interesting commodity funds that have been filed for, but have yet to launch [for more commodity ETF news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Energy, Gold, Natural Gas, Precious Metals, WTI | Tagged , , , , , , | 3 Comments

Jim Rogers: The Agriculture Industry is Doomed

Legendary investor Jim Rogers has long been a fan of agricultural assets and companies along with a number of other hard assets. His hard-nose investing theory has payed off quite handsomely, as his name has become renown around the world and investors hang on his every word. Unfortunately, his words as of late paint a relatively gloomy picture for the overall agriculture industry, as he feels that it will soon fall on hard times [for more agriculture news and analysis subscribe to our free newsletter]. 

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs | Tagged , , | 16 Comments

The Biggest Commodity ETF Inflows Of 2011

2011 was a tough year for commodities, with the majority of investors watching their positions turn sour as equity markets wreaked havoc in the commodity space. But while finding gains for the year was a tall order, it is clear that investors are looking more and more to exchange traded products to make a play on the commodity space. Inflows to commodity ETPs surged this past year for a number of products, as these investment vehicles are quickly becoming the go-to space for exposure to this asset class [see also 12 High-Yielding Commodities For 2012].

Posted in Commodity ETF Analysis, Exclusive | Tagged , , , | Leave a comment

Agriculture ETF Showdown: CROP vs. MOO

If Jim Rogers has taught us anything, its that agriculture exposure is a must for any investment portfolio. But buying corn or soybean futures and rolling on a steady basis seems impractical for keeping allocations to what might make up 1% of your overall holdings. Beyond futures products, there are a wide variety of equities tied to the agriculture sector, but picking the right one can be tricky business. Enter agribusiness ETFs. Products dedicated to offering exposure to a wide variety of firms tied to the agriculture sector, giving investors an equity spin on their favorite commodities like sugar, cotton, and cocoa [see also Three Things Wall Street Journal Didn’t Tell You About Commodities].

Posted in Agriculture, Exclusive | Tagged , , | 2 Comments

Global X Launches Farming ETF (BARN)

This article originally appeared on ETFdb.com Global X, the New York-based ETF behind a number of funds offering exposure to various subsets of the global food industry, announced the latest expansion to its product lineup today with the launch of the Global X Farming ETF (BARN). The product marks the 34th fund in total from the company and follows on the heels of several other food-focused ETFs from the company, including the Fertilizer/Potash ETF (SOIL), Food ETF (EATX), and Fishing Industry ETF (FISN). Add in the company’s Waste Management ETF (WSTE), and investors can now gain access to every aspect of the food cycle via exchange-traded products. 

Posted in Agriculture, Commodity ETFs, Commodity Producers, New ETF Launches, Uncategorized | Tagged , , , , , , , | Leave a comment