The Deutsche Bank Commodity Index Tracking Fund (DBC) is garnering a fair amount of attention from the press. John Spence at Marketwatch.com notes the unique structure of the fund that allows it to use futures in an exchange traded fund. Some analysts believe this opens up the ETF arena to any commodity that trades on a futures exchange.
The Stalwart weighs in the attention alcohol is receving as a substitute for petroleum fuels. There is still a great deal of debate on the economic merits of ethanol, so it will be interesting to see what becomes of the current push. We also touched on this topic earlier.
The Stalwart notes the ever evolving explanations around why commodity prices have seemed to levitate without regard to fundamentals. The current argument is that institutional investors are allocating a portion of their portfolios to passive commodity investments, thereby distorting the market.
Daniel Drezner tracks down a series of conflicting pieces of evidence on the true nature of the U.S. economy.
macroblog disagrees with some of Barry Ritholtz’s conclusions about the Greenspan Era.
It is always worth noting a piece by Michael Lewis at Bloomberg.com. Lewis wonders if Donald Trump doth protest too much when it comes to discussions about his net worth.
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