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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (87080)	7/2/2007 1:57:11 PM
From: Tommaso	Respond to of 206214

OT: Taking the period 1 February to 1 July of 2007, and using September or October futures contracts for Corn, soybeans, sugar, and wheat, one might have expected a 5% overall gain for those four commodities. The gain for DBA is only 2.3%. However, if one had sold DBA on June 18, one would have had a 9% gain from 1 February. The quote for DBA appears to undershoot and overshoot estimates for its fair value. Starting with positions of 25% for each commodity, the percentages before periodic rebalancing shows wide swings. My idea is that over a period of a few years, a drop in the dollar and a growing demand for those four commodities may make DBA a hedge against inflation and currency devaluation. I have done well up to this point on the assumption that people want to drive cars and heat their houses, and consider it a safe assumption that people want to eat.

To: Tommaso who wrote (87080)	7/2/2007 3:58:28 PM
From: Sweet Ol	Read Replies (1) \| Respond to of 206214

Thanks, but I know of no other way that I can buy directly into agricultural commodities, You can now buy commodity futures on E*Trade. I don't do them, so I have no idea if it is a good idea. But it is an option for you to consider. Best to all, JRH

To: Tommaso who wrote (87080)	7/2/2007 4:35:28 PM
From: ChanceIs	Read Replies (1) \| Respond to of 206214

>>> I know of no other way that I can buy directly into agricultural commodities,<<< Lind Waldock give ag futures quotes. I assume you can trade through them. There are the relatively new emini contracts out. I don't do futures but I hope this has helped. lind-waldock.com