-osgo-

Today in Commodities: The Perfect Game

Don't forget the risk-premium on fuels right now (Iran); I'm of the opinion that that's the only thing propping up oil & gas.

From a nature/forecast perspective, gas/kerosene/heating oil oughta be a nice long play later on this year and next. Check out the sunspot activity (yes, really) -- we're entering a cold period, and statistically this has created "Little Ice Ages" with ensuing colder temperatures (and need for propane/natgas/heating oil).

Add Venezuela going ape%$#@ in defense of Iran should the Israeli's attack and we'll see commodities skyrocket in flight, no afternoon delight, folks. The time frame is spot-on.

-osgo