Blog : Russian Troops Pour into Ukraine, ETFs

by Peter Leeds on November 13th, 2014

• Goodbye Stocks, Hello Commodities
• Tracking ETFs
• Keep Peter Leeds Express Free

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= For many retail investors (that means me and you), money has been flowing out of stocks and into commodities.
 
Getting involved with the right commodities can still provide upside gains, without taking on the risks of the stock market.

Many commodities will never go to zero, like oil, corn, gold, sugar, cotton...

A way to get involved with many of these is via tracking ETFs.  For example, you want to trade soybeans?  Take a look at SOYB - an ETF that trades like a stock, and follows Soybean prices.  See also CORN, UWTI, GLD, PPLT, JO, etc...
 
Disclosure:  Peter Leeds owns or recently traded CORN, PPLT, SOYB, GLD, UWTI, as well as physical gold and silver.

 
= Russian troops, tanks, and artillery have been flowing into Eastern Ukraine over the last two days.
 
Besides the typical risk premium added to things like oil and gold during periods of global chaos, you might see stock markets get spooked and potentially dip across the board.  This may become especially relevant to Europe, as they get one third of their oil from Russia (piped via Ukraine).
 
If tensions escalate, sanctions generate bad blood, or Ukraine siphons any gas for themselves, you could see Russia turn off the taps.  This will be especially significant since Europe is trying to pull itself out of recession, and we are also expecting another brutally cold winter.
 
As I mentioned previously, the real threat is not ISIS, and it is not Ebola, or Boko Haram, or North Korea.  It is Russia.  You are about to see it take center stage in terms of media focus.  Rising tensions may spike the Fear Index (VIX), thus affecting related investment vehicles (such as increasing VXX, or hurting XIV for example).
 
Disclosure:  Peter Leeds owns XIV, and last sold some yesterday, and Monday.  Peter still owns several thousand XIV shares.
 
 
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Everything here is the Opinion of Peter Leeds, NOT investment advice.

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