Foreign governments, foreign corporations, and wealthy investors are using financial assets to acquire real assets. The shift out of paper and into stuff is on…What can you do as an investor?

We will experience a massive break higher in commodity prices in which commodity indexes triple in less than three years," which is then followed by a period of poor performance. This should start in 2007 and last until 2010 in general. Each commodity will have its time and place in the history books from 2002, the start, until 2010 the potential peak for this cyclce. The initial price run up is now in a consolidation phase for the price increases to work through the economies of the world. But demand will eventually outpace supply just as it has done in the copper market.