I agree Marchelo. It's when every commentator is telling us to get into resources because that's the place to be that we could be somewhere near the end.
I prefer to pay attention to the views of Jim Rodgers who has coherently agued that we are in the early stages of a commodities super cycle - eg. little exploration for years, no new huge resource deposits have come on stream for years, increasing growth from China etc...
There's also a complete lack of understanding about China. To get a non Western media perspective it's worth regularly reading Chinese newspaper websites.
