"Pork bellies! I have a hunch something exciting is going to happen in the pork belly market this morning." Dan Aykroyd said just that in "Trading Places," the finest movie ever based on the commodities markets. And there's agreement in the market now that pork bellies might be hot … despite swine flu.
Pork A Buy Opportunity
Pork belly is a buy opportunity despite swine flu fears, says Jonathan Barratt, managing director from Commodity Broking Services. He tells CNBC that the flu does not affect the meat.
Betting on Stocks, Especially Tech
As swine flu fears deepen around the world, Philip Niem, head of Asian discretionary portfolio management at Barclays Wealth explains why 80% of his portfolio is now in equities. He tells CNBC why he likes the tech sector.
Bullish on Builders
Amar Gill, head of thematic research at CLSA is bullish on construction stocks and companies involved in nuclear energy.
Rising Demand for Soft Commodities
Demand for soft commodities has risen since the swine flu outbreak. Akhi Kamkolkar, head of futures at Halifax Investments shares his outlook on commodities and explains why he is long on gold.
David Kotok, chairman and chief investment officer at Cumberland Advisors explains why he is rushing to raise cash amid the swine flu outbreak.
Flu Strategy Shift
In the face of the swine flu outbreak, David Kotok, chairman and chief investment officer at Cumberland Advisors is changing his portfolio and raising cash while guest Michael Yoshikami, YCMnet Advisors isn't making any changes.