re: zn up 6.54 percentage: why voltaire,
have you read any of the zeall research?
i think you will find it fascinating reading re the long term commodities bull market. This commodities bull will go hand in hand with a bear market for the industrials for probably the reason you mentioned, ie high input costs and fuel costs etc.
http://www.zealllc.com/essays.htm
http://www.zealllc.com/2006/commport.htm this essay is a good one to start with and i recommend following the links in the essay.
cheers andrewe
zn up 6.54 percentage, page-9
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