Based on the bubble theory commodities bubble which we are observing for the last 2.5 year is just another buble for the capital. As soon as mortgage business was sinked and ruined the money moved to commodities to blow another bubble for the next 5 years. We are in the middle of the first wave only. Because gold and oil are too strategic and controlled by governments this bubble is and will be delayed in development until pressure from investors force them to change rules or sucrifice this instruments for playing