I guess that it is the bad guys who will have to tell the fund managers that they can invest in commodities, because even though the latter are sitting on loads of cash, they are to dumb and blind to think for themselves. They have a sort of "follow the flow" attitude, so someone else will have to kickstart the new flow.

I hope you are right that it is the bad guys going long along with the continued Chinese appetite for hard assets which is going to give us the much needed kick start.