StateofConfusion

Is the Commodity Bull Market Over?

It use to be tha the major part of food and materials were consumed in the US and Europe. With China and India and world population exceed sustainable limits, commodities will not keep up. Anything that runs up fast is in a mini bubble but food, metals and energy will have a long demand curve.

If anyone cares to save the US from a population explosion, you had better try to greatly slow immigration now. That is only one problem but an important one. A silver lining is high oil prices will finally drive us to renewable energy (once Bush is gone) but replacing oil is a long term goal. Geothermal is one very good route. Check out RZ and NGLPF and there are others.