Who knows what its all about. The world is in a big bubble at...

Who knows what its all about. The world is in a big bubble at the moment. Commodities have been beaten down due to malinvestments driven by easy money and a strong US dollar. I suspect that eventually if interest rates keep rising, as they appear to be doing, the malinvestments will start to unwind and commodity producers that operate low in the cost curve will eventually have their day in the sun. This could happen slowly or very quickly if there is a market dislocation. One thing is probably reasonably certain, my children and the generations that come after them will still need nickel. I think with these distorted markets that are happening we tend to forget that the human race will need to produce multiple more times the commodities than it has ever consumed in the past just to maintain the lifestyles that much of the world is accustom to. Even with technological advances that might allow us to extract lower and lower grades and recycling the problems will eventually become pressing as more people are welcomed into the developed world. I'd need to check but nickel isn't that substitutable. Investors here just need to be patient and let the cycle play out IMO. I'll be looking to re-enter if it falls below $2.00 again. Esh