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.


  1. I see that PBJ is US-focused. Do you think this will track in-line with global food commodity prices?