well, I found the geopolitical angle new for Faber...
also, Faber recommending Agricultural Commodities now..., such as this one below... called a biofuel commodity but anything invested in sugar, corn and soybean oil as well as 5 other commodities should be termed foodstuff... FWIW Jim Rogers apparently has invested in this fund below.
____________________
Q: Are there any ETFs or other vehicles that offer a diversified investment in agricultural products?
A: I am not aware of any “easy” vehicles to invest in sector, and there are currently no ETFs based on agriculture-related stocks. However, for the more sophisticated global investor, hedge fund expert Eric Roseman, editor of The Global Mutual Fund Investor, offers this suggestion:
“In my mind, there is no other sub-sector of the commodity complex that offers better values than agricultural commodities. For those willing to buy on a foreign exchange, we believe that ABN Amro Markets Agriculture Basket Index and ABN Amro Biofuel Commodity Index are the best risk-adjusted commodity investments at this stage of the bull market. Both allow you to invest in a basket of agricultural commodities in Europe.
“Both indexes – which are traded on the Swiss stock exchange - can be purchased for less than $150 per unit and hold incredible upside potential as rising demand continues to put pressure on existing and new supplies, especially for ethanol-related fuels and Asian demand for foodstuffs.
“Since we don’t know which commodities will eventually be most sought out for mass ethanol and biodiesel production, investors must spread their risk across the three largest candidates – sugar, corn and soybean oil. The ABN Amro Biofuel Commodity Basket invests in eight commodities.
“This Open End certificate tracks the performance of the ABN Amro Biofuel Commodity Basket and trades in U.S. dollars. must be purchased through a European private bank. The index Both AIB Austria and Jyske Bank in Copenhagen can trade the ABN Amro Biofuel Commodity Basket for your account. The ISIN code is CH0024803642.”
