Cotton the best bet on inflation? Not gold?

[touchring]

http://www.google.com/finance?q=BAL

The cotton ETF has virtually quadrupled. OTOH, Natural Gas has been falling since.

[Chris]

Re: Cotton the best bet on inflation? Not gold?

where is the increasing demand for cotton coming from that is driving the price fourfold? Surely short cotton, long NG might be the better trade sometime in the next couple of months?

[touchring]

Re: Cotton the best bet on inflation? Not gold?

where is the increasing demand for cotton coming from that is driving the price fourfold? Surely short cotton, long NG might be the better trade sometime in the next couple of months?

Coming from China i suppose. Young Chinese women to be specific. I've been told of women that don't wear the same clothing more than 3 or 4 times.

[Kadriana]

Re: Cotton the best bet on inflation? Not gold?

Coming from China i suppose. Young Chinese women to be specific. I've been told of women that don't wear the same clothing more than 3 or 4 times.

Isn't there a supply issue also with the floods in Pakistan and Australia?