| Fertilizer companies like TNH, MOS, POT and SQM were a good call a year ago but have become a bubble of their own and really dropped off the past month or so. I'm not so sure how to take advantage of the financial chaos that seems to be unfolding. A US exchange traded fund 'ultra-short' of the financials called SKF has been good to me. It also helps me to revel in the misery of those as*sholes. Some of the small long-term US water and electric infrastructure companies such as CLHB, AZZ and BMI seem immune to the US downturn. The Vietnamese stock market has been the worst performer in the world this year and this can't continue seeing how smart and hard-working the Vietnamese are compared to others in the region (and how much foreign investment is going there), but there's little transparency and the only vehicle I know to invest there is a battered US pink-sheet Vietnamese fund called VTOPF.PK. Another US exchange traded fund for agricultural firms, DBA, might be a good choice. |