When China and India's economic jugernaut fired up did you ever think you would see the strain on world resources that we are seeing now i beleive the answer to that is many did not.

This is why it is great to be in NOT because we win either way in my opinion. Right now investors are using commodities to hedge against the less then great financials. So prices are driven skyward so now lets say financials start to find there way out of there current mess.

Invest continues in emerging markets and developing countries so for a short time commodities suffer some kind of price hit. The beauty of it is it won't last because the need for materials for infrastructure and the massive amounts of commodities used in Asia and India will only pick up steam.

So i fail to see how the wind will be taken out of commodities sail's anytime soon it is a great time to be a NOTIE!