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This conference call on commodities is worth a listen and the graph worth a look. You need to register, but details not checked.
http://www.donaldcoxe.com/Conference_Call.html

I don't know this guy and he clearly has a commodity bias, especially for ag., but he presents some opinions worth considering, though you have to wade past a few that may make you chuckle or want to slap him.

You can take this as my admission, that I may have been wrong on BHP. As I'm wrong at least 30% of the time, I trust this comes as no surprise to anyone ;-) In my heart I'm hoping this admission marks the top in the commodity resurgence.

Best
Dean
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