Commodity-Related Stocks Starting To Show Cracks

Does oil's plunge from all-time highs signal the bull market in all things commodities is over? Commodity-related securities have been the biggest Wall Street moneymaker over the last 5 years.

Jeff Macke thinks a lot of the agricultural stocks such as Potash have been good plays, but suggests you have a solid exit plan in place to get out when the uptrend breaks on them, or you could have a massive tumble like a Pulte Homes or Intel had after getting parabolic run ups in price.


















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On Aug 6, 2008, 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 (MSFT) (IMAX) (COST) (WMT), Macke Is Short (TM), Finerman's Firm Is Short (IYR) (IJR) (SPY) (MDY) (IWM),Finerman's Firm Owns (ANF) Call Spread, Finerman's Firm And Finerman Own (C) Leap (FLS), Finerman Owns (GS), Finerman's Firm Owns (MSFT) (SUN) (TSO) (VLO), Finerman's Firm Is Short (XLF) (BBT) (COF), Adami Owns (AGU) (C) (BTU) (GS) (INTC) (MSFT) (NUE), Terranova Owns (YHOO) (CME) (SA) (VLO) (KOL) (RIMM) (IYT) (GOOG) (SU) (FCX) (INTC) (XLF) (BNI), Terranova Is Chief Alternatives Strategist Of Phoenix Investment Partners, Ltd., Terranova Is Co-Portfolio Manager Of The Phoenix Diversifier PHOLIO Phoenix Investment Partners Owns More Than 1% Of (ABD) (ARE) (BRE) (CNTY) (CLB) (OFC) (DLR) (ESS) (EXR) (FL) (IAT) (IGE) (LNET) (MAC) (OIIM) (PSPT) (DBC) (DBV) (SLB) (SKT) (BLV), Phoenix Diversifier PHOLIO Owns (IGE) (DBC) (DBV), WIDGET EXTRA: Terranova's Firm Owns (X), Brad Hintz Owns (MS) (CME) (ETFC) (RJ) (AMTD), Accounts Over Which Bernstein And/Or Affiliates Exercise Investment Discretion Own More Than 1% Of (GS), (LEH), (MER), (MS) (GS), (LEH), (MER), (MS) Are Or In Past 12 Months Were Non-Investment Banking Clients (Securities Related Services) Of Bernstein, Which Received Compensation, An Affiliate Of Bernstein Received Compensation For Non-Investment Banking-Securities Related Services From (GS), (LEH), (MER), (MS)