There has been an under investment in commodities for the past 25 years. Now that demand is up supply cannot keep up with demand. As long as this continues and as long as interest rates are kept artificially low while the fed keeps printing, commodities will continue to run.
However supply of commodities like oil is limited to new discoveries. You cannot just create new oil.
Same goes with precious metals.
All you can do is play the game and get out when the taxi driver starts telling you to invest in commodities.
