Larry Berman CFA, CMT, CTA ISHARES GLOBAL AGRI INDEX ETF COW-T BUY ON WEAKNESS Dec 20, 2021

An ETF that invest in agriculture products and companies globally. A good way to get access to tangibles and alternatives.

Now would be a good entry point for this. It has done very well in the past year, but you should not be afraid of it. Farmland is being eaten up by urbanization, but meanwhile the population of the planet is still growing, and we have less land to grow food.

A seed & feed ETF along with agricultural machinery, 90% North America. There is nothing wrong with this. If you like the agriculture sector, this is a good one.

It’s basically feed and seed plus some John Deere equipment manufacturers etc. It has done fairly well and it’s a way to play that sector and there’s nothing wrong with it. It’s been around for quite some time. It wouldn’t be his most preferred choice but it would be something he wouldn’t have an objection to but he wouldn’t be overweighted either.

An interesting one, and he's always done fine on it. It’s basically feed and seed. If you think global agriculture is going to continue to grow, this is a good place to be.

Not just pure commodities, also holds stocks like CAT. No one's looking at this sector. In a downtrend, but he's seeing some rising troughs or, at worst, a flat series of troughs, indicating that downtrend may be ending. It makes a "triangle", meaning that the trend is ending; if it takes out the last peak, tons of upside. 

Early signs that this ETF is showing some life. Doesn't mean that every stock is but, in general, it looks OK. He has 1 leg in so far, will add in more if it keeps going up.

Roundabout way of playing the commodities. Chart's going sideways, looks as though it's breaking out, pulled back to the neckline. What often happens, though not always, is it bounces and gets back to the upper levels. Has upside.

(Note the short timeframe.) He still holds it because it hasn't broken support of ~$60. Though it's around that now, he's not panicking just yet. If it does break down further, he'll be out. He gives something a chance, but still remains disciplined about selling.

COW and MOO come to mind. COW is more feed companies than the actual farm commodities. Global X and Invesco also have US offerings.