Comments on Fund My Mutual Fund: Wheat Goes Above $10 a Bushel

That's what I was thinking, but wanted to make sur...

2008-02-06T15:11:00.000-05:00

That's what I was thinking, but wanted to make sure I wasn't missing something.

I like your blog and reading your analysis!

Nothing. I won't be cutting back. I am sure in g...

2008-02-06T14:57:00.000-05:00

Nothing. I won't be cutting back. I am sure in general market panic it will sell off, but the underlying trends are not changing.

I am using it as my Altria (the safety stock) and as a hedge against inflation etc etc. I need to be long something and this is the best thing I have for "safety". I'd have to see mass migrations in China back to the countryside from cities, I'd have to see India institute a law like China (only 1 child per family), I'd have to see an ethanol bill reversal in the US, etc.

I think food is going to be a crisis and we are at where oil was in about 2003. Only this time its something that affects the whole world, not just oil consuming giants of 8-10 countries.

Again, in full fledge panic people will sell it I am sure - I will buy more on their panic.

I also own DBA for all the reasons you've listed t...

2008-02-06T12:11:00.000-05:00

I also own DBA for all the reasons you've listed through multiple blog posts. What are you keeping an eye on as the signal(s) to cut back though?

You can't stop corn; you can only hope to contain ...

2008-02-06T12:01:00.000-05:00

You can't stop corn; you can only hope to contain it.

All good news for DBA! Thanks for the update.

2008-02-06T11:45:00.000-05:00

All good news for DBA! Thanks for the update.