I think most people miss the point about commodities.
I have no doubt Chindia will be needing vast amounts of commodties for years and years to come but not at these high prices.
High prices will stop everything in time.
We will experience a very,very major correction in all asset prices(look at house prices in the US,UK,Spain Ireland etc)because these high prices are not sustainable.
When we have the correction/recession,the business cycle will start over again.
