NEW YORK ( TheStreet) -- Don Dion posts his current insights on the stock, bond, commodity and currency markets in his RealMoney blog, anticipating which ETFs will be in play next. Here are three of his blog posts from the past week:
Some of Vanguard's most popular products include the Vanguard MSCI Emerging Markets ETF ( VWO), the Vanguard MSCI Total Market ETF ( VTI), the Vanguard Barclays Total Bond ETF ( BND) and the Vanguard MSCI Europe Pacific ETF ( VEA). As the Vanguard's inflows suggest, the firm has done a remarkable job of molding its line of ETFs to meet the desires of today's investors. ETF investors are a frugal bunch who will certainly cross the street for lower expense ratios. Without issuing a single futures-backed commodity ETF or a single leveraged ETF, Vanguard has still managed to become an industry-shaping presence. If ETF investors want what Vanguard's got, the entire industry might start taking a hard look at its roots in order to envision the future of the ETF universe. At the time of publication, Dion Money Management held no position in the stocks mentioned.
There are plenty of reasons why investors should be wary of certain futures-backed single commodity funds (like the United States Natural Gas ETF ( UNG) and the United States Oil ETF ( USO), but the breadth of DBA's underlying basket helps to mitigate many of these concerns. PowerShares has proven to be proactive in structuring funds in order to attempt to stay within position limitations. That being said, DBA is certainly a fund designed with a more sophisticated investor in mind. DBA should prove to be profitable in both the short term and the long haul. News of today's report and the imminent food-price crisis should help to lift DBA in the sessions ahead, while longer-term concerns about restoring crops and meeting the demands of a growing global population should help to drive DBA higher over time. Keep an eye on this large, liquid agriculture ETF in the days ahead. At the time of publication, Dion Money Management was long DBA.