Buying the Food Thesis

By Paul Kedrosky · January 14, 2008 · ·

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.

Related posts:

  1. Seinfeld on Cellphones, One-Click Buying, and Monkey Bars
  2. Newspaper ETF?
  3. PowerShares Private Equity ETF
  4. My IPO in 2007 Thesis
  5. My IPO Resurgence Thesis Looks Like a Lock

Comments

  1. surya says:
    January 14, 2008 at 11:41 am

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