OK, I admit, I am just getting through the first hour of this weekend's FS broadcast (I usually download onto my Ipod and listen all week as I workout or drive to the train station).

 However, I was shocked to hear Tim Wood & Dave Morgan pronounce that we are in the midst of a pop in the commodity bubble. While I can see that short positions were covered, and hedge funds may be selling as commodities are the only thing that is liquid for them as they must meet margin calls,................but has the whole premise regarding the scarcity of metals, energy & food all of a sudden changed so quickly that the world is now calm and settled? What the @$%#? If you are a trader, then I can see the need to act fast and cover your butt. However, for those of us who are holding stocks like Tyhee for the potential of the properties, why are these guys stating that the sky is falling?