First of all why is everyone so USA centric in their thinking. The commodity boom is happening because the supply for many commodities is tight right now.
Some commodities have not done well like zinc because the supplies of it are rising but copper prices have been strong because 40% of the world's supply is constrained. Same thing with Platinum or ferrochrome as 70% of the world's supply is constrained. You better know the market you are getting into.
But the underlying fundamentals support a strong demand since the USA is outsourcing and exporting its wealth away at a huge rate with our trade deficit thus lowering the value of the dollar and the countries who receive it can improve their standard of living to share in the demand for commodities for their own use.
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