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	<title>The Enlightened American &#187; commodities</title>
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	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
	<lastBuildDate>Wed, 08 Feb 2012 22:59:49 +0000</lastBuildDate>
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		<title>Reader Question On Soft Commodities</title>
		<link>http://enlightened-american.com/2009/09/03/reader-question-on-soft-commodities</link>
		<comments>http://enlightened-american.com/2009/09/03/reader-question-on-soft-commodities#comments</comments>
		<pubDate>Thu, 03 Sep 2009 21:08:53 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Reader Questions]]></category>
		<category><![CDATA[agriculture]]></category>
		<category><![CDATA[CAT]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[DBA]]></category>
		<category><![CDATA[MON]]></category>
		<category><![CDATA[MOS]]></category>
		<category><![CDATA[RJA]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=400</guid>
		<description><![CDATA[Dean asks, &#8220;if one wanted to invest in Grains, what symbols [do] you recommend?&#8221; I don&#8217;t know if I would necessarily recommend any symbol. The two stocks that I am most familiar with in this arena are the Rogers Agricultural Index (RJA) and the PowerShares DB Agriculture Fund (DBA). I once owned RJA so let&#8217;s [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/09/03/reader-question-on-soft-commodities/feed</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>History Suggests Markets May Suffer Further</title>
		<link>http://enlightened-american.com/2009/03/26/history-suggests-markets-may-suffer-further</link>
		<comments>http://enlightened-american.com/2009/03/26/history-suggests-markets-may-suffer-further#comments</comments>
		<pubDate>Thu, 26 Mar 2009 20:24:37 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[anatomy of a bear]]></category>
		<category><![CDATA[bear markets]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[john authers]]></category>
		<category><![CDATA[russell napier]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=329</guid>
		<description><![CDATA[In yesterday&#8217;s Financial Times, John Authers penned an in-depth article questioning the notion of &#8220;stocks for the long run&#8221; (never did like that Jeremy Siegel) and setting off some discussion among market bloggers. I&#8217;ve never paid much attention to general market theories and a study can be devised to support any hypothesis &#8211; value, growth/momentum, [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/03/26/history-suggests-markets-may-suffer-further/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Will Commodities Lead The Way?</title>
		<link>http://enlightened-american.com/2009/02/05/will-commodities-lead-the-way</link>
		<comments>http://enlightened-american.com/2009/02/05/will-commodities-lead-the-way#comments</comments>
		<pubDate>Thu, 05 Feb 2009 20:06:30 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[baltic dry index]]></category>
		<category><![CDATA[commodities]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=301</guid>
		<description><![CDATA[I wanted to highlight two articles in the last two days&#8217; Financial Times: &#8220;Commodities Face &#8216;Seven Thin Years&#8217;&#8221; &#8220;Baltic Dry [Index] Sees Biggest One-Day Rise in 25 years.&#8221; The first article summarizes the views of Michael Farmer, founder of the Red Kite hedge fund.  He&#8217;s predicting a long period of low commodity prices and surplus [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/02/05/will-commodities-lead-the-way/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Media Appearance: Commodities Bubble &amp; Chesapeake Energy</title>
		<link>http://enlightened-american.com/2008/12/18/media-appearance-on-commodities-bubble-chesapeake-energy</link>
		<comments>http://enlightened-american.com/2008/12/18/media-appearance-on-commodities-bubble-chesapeake-energy#comments</comments>
		<pubDate>Fri, 19 Dec 2008 00:43:41 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[media appearance]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[oil bubble]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=277</guid>
		<description><![CDATA[I did a podcast interview with Derek Simon at iStockAnalyst. We discussed a variety of subjects from my blog to oil prices and a little discussion re CHK: http://www.istockanalyst.com/podcast/podcast.xml (Dec 15 2008 podcast) It&#8217;s been a few years since I&#8217;ve done any media appearances (back in my political days). I&#8217;m not eager to listen to [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/12/18/media-appearance-on-commodities-bubble-chesapeake-energy/feed</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Market Commentary Part 2 (or Ball Watching)</title>
		<link>http://enlightened-american.com/2008/09/15/market-commentary-part-2-or-ball-watching</link>
		<comments>http://enlightened-american.com/2008/09/15/market-commentary-part-2-or-ball-watching#comments</comments>
		<pubDate>Tue, 16 Sep 2008 05:20:25 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[AUY]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[FCX]]></category>
		<category><![CDATA[financial markets]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=223</guid>
		<description><![CDATA[I start with an analogy&#8230;I used to be a big fan of that TV show, Friends but toward the end of its run, I got really bored with the show and couldn&#8217;t have cared less when it came off the air.  And my least favorite character was Joey, so I had absolutely no interest when [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/09/15/market-commentary-part-2-or-ball-watching/feed</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Portfolio Performance: +9.6% YTD through July 2008</title>
		<link>http://enlightened-american.com/2008/08/01/portfolio-performance-96-ytd-through-july-2008</link>
		<comments>http://enlightened-american.com/2008/08/01/portfolio-performance-96-ytd-through-july-2008#comments</comments>
		<pubDate>Fri, 01 Aug 2008 15:58:41 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[General Investment]]></category>
		<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[NZT]]></category>
		<category><![CDATA[SKM]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=194</guid>
		<description><![CDATA[Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +9.6% YTD (including dividends) DJIA: -14.2% Nasdaq: -12.3% S&#38;P 500: -13.7% DJ WIlshire 5000: -12.6% Reuters 2000 (smallcap): -6.7% Due to the commodities correction currently underway, [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/08/01/portfolio-performance-96-ytd-through-july-2008/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Comments on Portfolio Earnings and Oil Bubble.</title>
		<link>http://enlightened-american.com/2008/05/09/comments-on-portfolio-earnings-and-oil-bubble</link>
		<comments>http://enlightened-american.com/2008/05/09/comments-on-portfolio-earnings-and-oil-bubble#comments</comments>
		<pubDate>Fri, 09 May 2008 16:31:25 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[oil]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/2008/05/09/comments-on-portfolio-earnings-and-oil-bubble/</guid>
		<description><![CDATA[Apologies to regular readers for the slow week. We are moving this weekend and between that, research on various stocks (more on this below) and my obsession with the Democratic primary, I haven&#8217;t had much time for posting. I haven&#8217;t posted my reviews of some of the portfolio&#8217;s earnings reports lately but I can say [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/05/09/comments-on-portfolio-earnings-and-oil-bubble/feed</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>The Other Side Of The Story</title>
		<link>http://enlightened-american.com/2008/03/31/the-other-side-of-the-story</link>
		<comments>http://enlightened-american.com/2008/03/31/the-other-side-of-the-story#comments</comments>
		<pubDate>Mon, 31 Mar 2008 18:56:47 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[General Investment]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[commodities]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/2008/03/31/the-other-side-of-the-story/</guid>
		<description><![CDATA[I&#8217;m sure many of you have seen the Barron&#8217;s cover story this week [$], claiming that the commodities upside is driven mostly by speculators. On a basic level, this is true &#8212; all investors are basically &#8220;speculating.&#8221; But we know that&#8217;s not what the author meant. I don&#8217;t mind if someone presents a bearish case [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/03/31/the-other-side-of-the-story/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Division In the Ranks?</title>
		<link>http://enlightened-american.com/2008/03/26/division-in-the-ranks</link>
		<comments>http://enlightened-american.com/2008/03/26/division-in-the-ranks#comments</comments>
		<pubDate>Thu, 27 Mar 2008 01:32:23 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Bill Miller]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[value investing]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/2008/03/26/division-in-the-ranks/</guid>
		<description><![CDATA[As much as I&#8217;d love to tackle the infighting among the Democrats, I&#8217;m actually referring to the divergence among some prominent value investors. Whitney Tilson, of T2 Partners / Value Investing Insight / the Value Investing Congress / Financial Times, posted a piece on Seeking Alpha about a possible dead-cat bounce in financials. In it, [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/03/26/division-in-the-ranks/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>It&#8217;s Official &#8211; The Commodities Bubble Has Popped!</title>
		<link>http://enlightened-american.com/2008/03/19/its-official-the-commodities-bubble-has-popped</link>
		<comments>http://enlightened-american.com/2008/03/19/its-official-the-commodities-bubble-has-popped#comments</comments>
		<pubDate>Thu, 20 Mar 2008 04:02:13 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[aem]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[inflation]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[SKM]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/2008/03/19/its-official-the-commodities-bubble-has-popped/</guid>
		<description><![CDATA[I heard it on TV so it must be true. All kidding aside, the last two days have been absolutely brutal for the commodities side of our portfolio and today, the energy stocks also got whacked. And I don&#8217;t know about you folks but I haven&#8217;t reached that zen, Buffett-like state where falling prices don&#8217;t [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/03/19/its-official-the-commodities-bubble-has-popped/feed</wfw:commentRss>
		<slash:comments>13</slash:comments>
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