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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (76485)	12/24/2006 12:16:58 PM
From: SFW	Read Replies (1) \| Respond to of 110194

Crimson, What's a good play on rising commodities and a depreciating dollar? Many seem to agree that the dollar will fall over the long haul and hard assets (grains, energy, metals) will rise. Other than Bunge (BG), is there a way to play the agricultural commodities, short of trading futures? I've looked at the commodity tracking ETF (DBC), but that has too much energy exposure, about 55%. The AIG Commodity Total Return ETN (DJP) is more diversified so I may go with that if I don't find a better play on agriculture. Any thoughts?