DB Commodity Index Tracking Fund (DBC)

All Comments on DBC

  • commenter
    notsosmart
    Sep 06 04:43 PM
    My Website
    The End of the End-of-the-World Trade [view article]
    whats real whats not?that is the question.millions rely on others for the retirement funds.is this good?do you trust some selfserving person with your retirement income? Reply
  • commenter
    watertanker
    Sep 06 03:46 PM
    A 360 View of Returns (July 2008) [view article]
    job well done and very easy to follow Reply
  • commenter
    paultaut
    Sep 06 02:46 PM
    The End of the End-of-the-World Trade [view article]
    Any Porfolio Manager that put money into commodities VS Financial Debt should be praised. If the rumours of a Frannie bailout come to pass, pity the Portfolio managers of thousands of banks holding billions of dollars of Preferreds of these GSEs.

    B of A will NOT guarantee Countrywide's Debt, Bear Sterns, is Washington Mutual next? Pension Fund managers don't have a clue as to the value of their "Prudent" past investments. With commodities, what you see is what you get and at least they get to rise again rather than disappear forever.

    Reply
  • commenter
    notsosmart
    Sep 06 12:19 PM
    My Website
    The End of the End-of-the-World Trade [view article]
    can a society really thrive(or survive) by shuffling useless paper around?how long?i you dont make a good useful end product are you useless? Reply
  • commenter
    Dirtt
    Sep 05 10:28 PM
    What's in Store for the Fertilizer Industry? [view article]
    I've been wondering too. When I'm not researching equities I might be buying and applying organic fertilizers. Prices have stabilized but stabilized high. Same with chicken feed.

    And the difference between the 70's and now amount to 3 billion extra mouths to feed. And from what I'm being told nitrogen in particular from China was slowing considerably before summer (based on what I saw from the pre-Olympic sailing invasive species hyper-population no wonder if they are consuming nitrogen domestically). Employing nitrogen-fixing species in farming is a useful but slower process and not practical for corn.

    And if prices fall won't that drive supply out of the market too? As long as we are stuck with ethanol as a "solution" fundamentals IMHO will prevail. The buy signal? Mirror mirror on the wall.     Reply
  • commenter
    John Jacob
    Jingoism
    Smith
    Sep 05 09:54 PM
    What's in Store for the Fertilizer Industry? [view article]
    Disclosure: I hold POT.

    I think the price of POT has just gone in lockstep with the general trend of commodities (gold, oil, etc) and that is primarily a function of hedge funds dumping commodities and commodity-related stocks in a very big way recently, primarily on dollar strengthening. Many people can't imagine how much money these funds control and how much they influence market prices.

    It's pretty simple. When the dollar weakens the hedgies pile into commodity-related investments to (duh) hedge inflation, driving prices into euphoria-inducing regions and when the dollar strengthens they pile out, causing much fear and uncertainty to us regular Joe investors who hold commodity-related investments and think about things like company performance or commodity fundamentals (which do remain positive, I believe).

    So what we are seeing now with corrected POT and commodity prices should turn around when the dollar resumes it's decline and the hedge funds pile back in again. However, that may take some time. The better part of a year, I believe. Plus or minus. The dollar (and commodities) will trade in a sideways range during this period.

    Patience and faith is required of us long-termers who do not have the inside dope on what the hedge funds or the centrals banks are going to do before they do it.

     Reply
  • commenter
    A
    midwestern
    neighbor
    Sep 05 06:18 PM
    What's in Store for the Fertilizer Industry? [view article]
    Philman: "There are just too many people on the earth now. " What? Are you one of those radical (and very wrong, morally) people who actually believes that? If so...do us a favor....I mean, who gets to decide who are the "excess people"? That's just wrong. Getting back to the facts: our food production continues to outstrip population growth...by *far*. The issue is not our ability to produce for 8 billion...or even 18 billion people. We *waste* enough food each year in the U.S. to feed India. Not even including the ethanol mandate in that. Reply
  • commenter
    James Cullen
    Sep 05 04:22 PM
    My Website
    The End of the End-of-the-World Trade [view article]
    Just the Facts - good point, might need to make a follow up post showing that. Reply
  • commenter
    David Fry
    Sep 05 04:07 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Old Limey, the hair is white now. Or, I'm told with the right products, fashionably silver. Reply
  • commenter
    OldLimey
    Sep 05 02:46 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Great stuff Mr. Fry. What with a reference to the McCoys a couple of weeks back and a quote from Dylan today, I'm guessing your target demographic has grey (or no) hair!

    Comment on XLI yesterday and today about not making stuff any more goes to the heart of the problem that both the US and the UK have created for themselves. I was walking down a shopping street on the edge of a (still - just about) fairly prosperous English county town today. It's a traditional 'High Street' - no malls, and probably as such soon to become a UNESCO World Heritage site. Of around 30 businesses 5 were coffee shops, 7 were banks or building societies (i.e., thrifts), 6 were estate agents (i.e., realtors), 3 were supermarkets (selling a bit of British stuff, but mostly produce from the other side of the world), and 4 were clothes stores (selling stuff made anywhere but Britain). Doesn't auger well.

    Of course, we're world leaders in financial products (sic)!! I know it's small potatoes compared to the US, but until the credit crunch hit there were over 15,000 different mortgage 'products' on the market here. Now there are 'only' 5,000 and apparently that's the end of the world. Is it me....?     Reply
  • commenter
    Donaldo
    Sep 05 02:21 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Er... wpdragon,
    Y'ever heard about the lesser evil being the adult fact of life in a general election? 4 more years of destruction by McCain? 4 new years of UTTER destruction by Obama sound better?     Reply
  • commenter
    paultaut
    Sep 05 01:46 PM
    Financial Roundtable: Four Stocks To Buy Now [view article]
    Don't forget the Israeli vs Iran situation. Who will back whom? Reply
  • commenter
    Just The
    Facts
    Sep 05 01:27 PM
    The End of the End-of-the-World Trade [view article]
    If you'd re-post those charts on a linear scale instead of logarithmic, I suspect your readers might see a whole different world. Reply
  • commenter
    Chris B
    Sep 05 12:17 PM
    The End of the End-of-the-World Trade [view article]
    The "democratization&... of the commodities trade that the author talks about was enabled by the expansion of electronic trading, low commissions, and low minimum investments into the commodities area. For the first time ever, an average guy watching Jim Cramer on TV in his bedroom could put his name on a contract to buy or sell a million barrels of oil, or tons of coal, or whatever, and then sell that contract later in the day from the comfort of his own home. In that way it was part 2 of the technology stock bubble. It allowed the dumb money and the fast money to enter the market and momentum-trade prices up until they eventually crashed. Supply and demand didn't matter any more for commodity investments than it did for tech stocks.

    With taxes on LT capital gains and dividends at just 15% and every other option unattractive because of low interest rates and slow growth, who could blame the funds for trying their hand at the gamble?

    These same circumstances will survive the bubble bursting, so the question is, will the bubble reinflate or will another investment class come along to captivate the day traders?     Reply
  • commenter
    wpdragon
    Sep 05 12:12 PM
    Friday Outlook: Commodities, Emerging Markets [view article]
    Great post sieraromero... the RNC is now filling the boards here with more of their hate filled socialist-marxist terrorism garbage every time they mention Barack Obama, because they're terrified the We the People understand what they are in denial about... that George W. McCain is nothing but 4 more years of destruction of our American way of life and Constitutional freedoms.
     Reply
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