After having flagged them as I was doing…

After having flagged them as I was doing them for you dear subscribers, I’ve still got my GLD and SLV puts which have some big profits on them.  I just added to the hedge of those a by adding some more DBA.  Here’s what the DBA profile is:

The investment seeks to track the price and yield performance, before fees and expenses, of the Deutsche Bank Liquid Commodity Index – Optimum Yield Agriculture Excess Return. The index is a rules-based index composed of futures contracts on some of the most liquid and widely traded agricultural commodities – corn, wheat, soy beans and sugar. The index is intended to reflect the performance of the agricultural sector.

With a little bit of homework, I find that the company’s got about 15% of its funds in each of the following:  Coffee, Cocoa and Cattle.   And the idea here is that we’ll see the worst inflation in the things we need and consume, like coffee, chocolate and cattle.  Meanwhile, gold and silver are not trading on the idea of fundamental, economic demand for the precious metals, and as investment vehicles, they’ve likely already popped their own bubble.

So I’ve paired my commodity long bet of more DBA long with my bet against commodities in GLD and SLV.