Agriculture and China

by Olivier on April 11, 2009

I‘ve updated my public list and the Chart of DBA – an agriculture fund – is indeed starting to look good. As I’ve stated before I believe this could develop into an interesting investment theme. Other investment themes to watch closely are: Asia / China and shorting long term treasury bonds. You can do that going long TBT – an inverse fund.

I have no idea which positions I am in will ultimately turn out to be huge winners. That’s why I wait for the stocks to tell me when to add. As far as FEED – AgFeed Industries is concerned this is probably the most interesting position I have right now as it is a combination of two themes I am very bullish on. So if the stock breaks to the upside I will be very aggressive and busy adding to my position.

Have a great weekend!

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