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January 14, 2008
Buying the Food Thesis
I buy the food thesis going forward, and alongside my longstanding ownership of PIO for water I have added to holdings in PBJ (the wonderfully-tickered PowerShares Dynamic Food & Beverage ETF) and DBA (Powershares DB Agriculture Fund).
More later, but just an update for now.
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I see that PBJ is US-focused. Do you think this will track in-line with global food commodity prices?