I guess its just a matter once the gov't start rolling their plans out. I've read China is starting now essentially depending on the province. The way Obama is talking, he is big into infrastructure to jump start jobs and the economy. We may well be headed for a perfect storm in i'm thinking a year or so before it all catches up and people start going where the hell did all the commodities go! Of course this all subject to world events etc. that can change things in a flash.

here is one story on China's plans:

http://www.marketwatch.com/news/stor...