Is a 100% gain enough for the time being? Cotton & Sugar
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For those inclined to think that the soft commodities (Cotton/Sugar) and the grains (Wheat, Corn, Soybeans and Rice) are due to take a breather (pause, not a bear market), you might look at the ETF AGA (inverse grains) as a possible tool to score on defense.
As you might guess AGA has been a poor performer of late ( poor is being kind), yet if one is looking to buy something cheap, you might take a look at this ETF!
The margins requirement changes at the CME will help shakeout the commodities short term. I do not think silver and sugar will be the only margin changes. I am waiting to see the Gold changes on margin, should be interesting how much they increase it. My uneducated bet is 100%.