Scanner, I promise I'm not trying to talk you or anyone out of their portfolio here. Honest.
I thought it was just relevant to the conversation, and it specifically relates to oil.
The article touches on something that I believe as well, which is that oil right now is way over-valued. And the seeming lack of places to invest elsewhere is exactly why the speculation may be so high.... Kind of a lake-drying effect where all the fish is concentrated in one little spot.
Thing is, we're not fish, and I believe short-term speculators may be missing out on opportunities elsewhere, all the while losing their winnings by hanging on to oil for too long.
But again, that's just me.
Now, fiat currency... that's a different topic altogether.