I haven't come across anything that convinces me that the commodities boom has peaked - on the contrary, sound analysis appears to be pretty uniform in its agreement that the emerging giants will keep the demand for Aussie resources going for quite a few years to come.
The only danger I see is that investors and traders alike become oblivious to the above, sell out our treasures far too cheaply, shortchanging themselves and the nation.
TRF Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held