Brian Kelly, the CEO OF Kanundrum Inc thinks investors should play a global recovery through the commodities sector.
“I’d do it with the base metals,” he says on Fast Money. That's largely because he thinks an improved global economy will trigger building in the emerging markets. And he suggests gaming it with the Powershares DB Base Metals Fund ETF .
And if you don't like that trade Kelly has another one. "A derivative trade of that is World Fuel Services Corp.," he adds. They provide the fuel for all the cargo ships that move around the base metal and the things made from the base metal.
And if you don't like that trade, Kelly has yet another one. "Or you can play the United States Gasoline FundETF ," he says.
And in case you're wondering Kelly puts his money where his mouth is. According to his disclosures Kelly owns (UGA), (DBB), and (INT).
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Trader disclosure: On May 19th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (AAPL), (WFC), (AGU), (SKF), (SDS), (F); Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Seymour Owns (AAPL), (BAC), (BBY), (BX), (FCX), (EEM), (INFY), (PBR), (RIO), (TTM); Finerman Owns (RIG); Finerman's Firm Owns (PBR), (RIG), (WMT); Finerman's Firm Owns (BAC) Preferred, (WFC) Preferred; Finerman's Firm Is Short (WFC), (BAC)
For Brian Kelly
Kelly Owns (UGA), (DBB), (INT)